# Salesforce - How to Create a Dashboard in Salesforce

> To create a dashboard in Salesforce, navigate to Dashboards and click New Dashboard. Provide a name, add widgets via the +Widget button, select and configure reports, customize chart types, resize components, and save your dashboard before clicking Done to exit editing mode.

Canonical: https://livedemo.ai/tutorials/how-to-create-a-dashboard-in-salesforce/
Apps: Salesforce
Updated: 2026-10-05
Interactive demo: https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a36b2ab56e05a00fdb9a0/preview?step=1

## Steps

1. Navigate to the Dashboards.
2. Click on the New Dashboard button.
3. Provide a Dashboard Name that clearly describes its purpose.
4. Click the +Widget button and click on Table/Char t.
5. Select a report that contains the data you want to visualize.
6. Hit Select.
7. Choose the type of chart or table you want to use to display the data (e.g., bar chart, line chart, table).
8. Customize the component by adjusting chart types, titles, labels, etc.
9. Resize and arrange the components on the dashboard for optimal layout.
10. Click Save to create your dashboard.
11. Click Done to exit the editing mode.