How To Create Custom Dashboards in Salesforce

Creating custom dashboards in Salesforce to provide insights tailored to different departments involves several steps. Here’s a concise guide to help you set up and customize dashboards for various needs:

Define Objectives and KPIs

• Determine the key performance indicators (KPIs) and metrics relevant to each department (e.g., sales targets for the sales team, and ticket resolution times for support).
• Clearly define the objectives for each department’s dashboard to ensure the data provided aligns with their specific goals and needs.

Create a New Dashboard

• Go to the Salesforce “Dashboards” tab or “Reports” tab, then select “New Dashboard” to start creating a dashboard.
• Select a layout that fits the number of components you plan to add. You can choose from standard layouts or create a custom layout.

Add and Configure Components

• Use the “Add Component” button to include various visualizations such as charts, graphs, tables, and gauges. Components can be based on reports or custom data sources.
• Choose the relevant reports or data sources for each component. Ensure the data aligns with the department’s KPIs and objectives.
• Tailor each component’s visualization (e.g., bar charts, pie charts, line graphs) to best represent the data and make it easy to interpret.

Apply Filters and Dynamic Options

• Include filters that allow users to interact with the dashboard and view data by specific criteria (e.g., date ranges, regions, sales reps).
• Set up dynamic dashboards that show data relevant to the logged-in user or allow users to select different data views.

Organize and Design Layout

• Organize the components in a logical order to ensure the most important information is prominently displayed.
• Customize colors, labels, and styles to make the dashboard visually appealing and easily understood.

Set Permissions and Access

• Configure sharing settings to ensure the dashboard is accessible to the relevant department or individuals. You can set permissions to view or edit.
• Create role-specific dashboards if necessary, so that different teams or roles see the most relevant data for their responsibilities.

Test and Refine

• Validate the dashboard with end-users to ensure it meets their needs and provides accurate insights. Make any necessary adjustments based on feedback.
• Continuously refine the dashboard based on evolving needs, user feedback, and changing business objectives.

Monitor and Update

• Schedule periodic reviews and updates to the dashboard to keep it aligned with current KPIs and organizational goals.
• Monitor the effectiveness of the dashboard and make enhancements as needed to improve its functionality and relevance.

Orchid Connect is a woman-owned Salesforce implementation firm with 30 years of experience serving associations, non-profits and small/medium businesses. We specialize in strategic and implementation services, go-to-market support, and ongoing support. To learn more, reach us at reachout@orchidconnect.com.