Salesforce - How to Create a Dashboard in Salesforce
- George Apostolov
- 05 Sep 2025
Guide
Navigate to the Dashboards.
Click on the New Dashboard button.
Provide a Dashboard Name that clearly describes its purpose.
Click the +Widget button and click on Table/Chart.
Select a report that contains the data you want to visualize.
Hit Select.
Choose the type of chart or table you want to use to display the data (e.g., bar chart, line chart, table).
Customize the component by adjusting chart types, titles, labels, etc.
Resize and arrange the components on the dashboard for optimal layout.
Click Save to create your dashboard.
Click Done to exit the editing mode.
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