Salesforce - How to Create a Dashboard in Salesforce
- George Apostolov
Salesforce - How to Create a Dashboard in Salesforce: step-by-step 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.
Quick answer: 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.
About this Salesforce tutorial
Build custom dashboards in Salesforce by adding widgets, selecting reports, and organizing visual components for your data. This guide covers salesforce - How to Create a Dashboard in Salesforce in 11 steps, starting with "Navigate to the Dashboards" and finishing with "Click Done to exit the editing mode". The interactive demo above is a click-through copy of the real Salesforce interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does salesforce - How to Create a Dashboard in Salesforce take?
11 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Salesforce data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Salesforce. Related guides: Salesforce - Create a List View, Salesforce - How to Create a Permission Set in Salesforce and Salesforce - Create a Quote. Last reviewed 05 Oct 2026.
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