Top Guidelines Of Salesforce Dashboards - Examples & Templates To Boost Sales

Posted by Gisele on April 17th, 2021

Table of ContentsThe Single Strategy To Use For How To Create A Dashboard In Salesforce - Salesforce Tutorial

So, the following time you're tasked with producing a dashboard, be sure to recognize just how the information must show (as the running individual or logged-in individual). A specifically valuable control panel attribute is the filter. Dashboard filters save you loads of time by permitting you to create one dashboard but strain info and provide different combinations of the information. For instance, say you have actually items classified by "Product Family members" as either hardware, software, or solution (how to edit dashboards in salesforce lightning). You want to show a control panel of your leading 20 products marketed for the existing year. When producing the reports to draw right into your dashboard, you can draw in all items (no matter classification) (how to learn how to build dashboards in salesforce).

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