About Salesforce Training On Reports And Dashboards
Table of ContentsThe Build Your Own Dashboard In B2b Marketing Analytics … Ideas
So, the following time you're entrusted with creating a dashboard, make sure to recognize how the details must display (as the running user or logged-in customer). An especially valuable control panel attribute is the filter. Dashboard filters save you tons of time by enabling you to develop one control panel yet remove details and also provide different mixes of the information. For example, say you have actually products classified by "Product Household" as either equipment, software, or service (how to find all dynamic dashboards in salesforce). You wish to reveal a control panel of your leading 20 items sold for the present year. When creating the reports to pull into your control panel, you can pull in all items (despite category) (how do you enable dashboards for users in salesforce).
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See the below instance. When your dashboard is running, you will see your collection filter alternatives under the control panel name. As you select a filter, your dashboard will rejuvenate with the data based on that filter. The instance above programs exactly how you can primarily show four dashboards by just developing one (one for all product households and also one for each of the three noted product family members). Also if you needed to create a great deal of filters, you will certainly still save time, as well as storage space, by not needing to develop multiple filtered records and several dashboards. To read more about Salesforce reports and control panels, Trailhead is a great resource.
<img itemprop="image" src="https://res.cloudinary.com/hy4kyit2a/f_auto,fl_lossy,q_70/learn/modules/fundraising-reports-and-dashboards-with-nonprofit-success-pack/access-and-customize-npsp-fundraising-dashboards/images/436a115d88518a00c96c87e62f990499_cd-8-fdedb-c-1-a-7-4122-84-ca-8252-e-21-e-9-a-79.png" alt="salesforce dashboard components
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