Question

Describe the chart in regards to Dashboard readiness.

Answer 1

Dashboards help you visually understand changing business conditions so you can make decisions based on the real-time data you have gathered with reports. Use dashboards to help users identify trends, sort out quantities, and measure the impact of their activities. Before building, reading, and sharing dashboards, review these dashboard basics.

ANALYZE YOUR DATA

• ToggleAnalyze Your Data

• ToggleReports and Dashboards

• ToggleReports

• ToggleDashboards

• ToggleBuild a Dashboard

• ToggleFilter a Dashboard

• ToggleDynamic Dashboards: Choose Who People View a Dashboard As

• ToggleSubscribe to or Schedule Dashboards

• ToggleLink from Dashboard Components in Lightning Experience

• ToggleWork with Dashboards

• ToggleOrganize Dashboards

• Why Doesn't My Dashboard Display the Data I Expect?

• Improve Dashboard Performance: Best Practices

• Improve Dashboard Performance

• ToggleReport and Dashboard Folders

• ToggleReport and Dashboard Limits, Limitations, Allocations, and Technical Requirements

• ToggleEinstein Analytics

• ToggleEinstein Discovery

Dashboards

Dashboards help you visually understand changing business conditions so you can make decisions based on the real-time data you have gathered with reports. Use dashboards to help users identify trends, sort out quantities, and measure the impact of their activities. Before building, reading, and sharing dashboards.

As you prepare to curate your Salesforce data with dashboards, keep these tips in mind:

• Reports provide all the data shown in a dashboard. Dashboards can show data from more than one report.
• When refreshing a dashboard, all the data-providing reports must run. If the reports take a long time to run, then the dashboard does too.
• Dashboards are shared via folders. Whomever has permission to the folder your dashboard is saved in also has access to your dashboard. Ensure that you save your dashboard in an appropriate folder.

Before creating or reading a dashboard, familiarize yourself with these features and concepts.

Dashboard Editor

The Dashboard Editor is a visual, drag-and-drop tool which you use to create dashboards and edit existing ones. The Dashboard Editor is where you add, edit, and arrange dashboard components.

Components

Dashboards are made up of components. Each component contains a chart or metric which shows data from one report. Different components can show data from different reports.

ANALYZE YOUR DATA

• ToggleAnalyze Your Data

• ToggleReports and Dashboards

• ToggleReports

• ToggleDashboards

• ToggleBuild a Dashboard

• ToggleFilter a Dashboard

• ToggleDynamic Dashboards: Choose Who People View a Dashboard As

• ToggleSubscribe to or Schedule Dashboards

• ToggleLink from Dashboard Components in Lightning Experience

• ToggleWork with Dashboards

• ToggleOrganize Dashboards

• Why Doesn't My Dashboard Display the Data I Expect?

• Improve Dashboard Performance: Best Practices

• Improve Dashboard Performance

• ToggleReport and Dashboard Folders

• ToggleReport and Dashboard Limits, Limitations, Allocations, and Technical Requirements

• ToggleEinstein Analytics

• ToggleEinstein Discovery

Dashboards

Dashboards help you visually understand changing business conditions so you can make decisions based on the real-time data you have gathered with reports. Use dashboards to help users identify trends, sort out quantities, and measure the impact of their activities. Before building, reading, and sharing dashboards, review these dashboard basics.

As you prepare to curate your Salesforce data with dashboards, keep these tips in mind:

• Reports provide all the data shown in a dashboard. Dashboards can show data from more than one report.
• When refreshing a dashboard, all the data-providing reports must run. If the reports take a long time to run, then the dashboard does too.
• Dashboards are shared via folders. Whomever has permission to the folder your dashboard is saved in also has access to your dashboard. Ensure that you save your dashboard in an appropriate folder.

Before creating or reading a dashboard, familiarize yourself with these features and concepts.

Dashboard Editor

The Dashboard Editor is a visual, drag-and-drop tool which you use to create dashboards and edit existing ones. The Dashboard Editor is where you add, edit, and arrange dashboard components.

To launch the Dashboard Editor, click New Dashboard.

Components

Dashboards are made up of components. Each component contains a chart or metric which shows data from one report. Different components can show data from different reports.

Running User (Viewing As)

In Salesforce, different users have different permissions to access data. A dashboard only displays data that the dashboard’s running user can access.

For example, say you’re viewing a dashboard describing Leads. Emily is a sales operations manager who sees all Leads, and Marcus is a direct sales specialist who sees only the leads he owns. If Emily is the dashboard’s running user, then the dashboard shows data about all the Leads in Salesforce. If Marcus is the running user, then the dashboard only shows data about Leads that Marcus owns.

1. Build a Dashboard
   When you’re ready to share Salesforce data with colleagues, build a dashboard. Dashboards let you curate data from reports using charts, tables, and metrics. If your colleagues need more information, then they’re able to view your dashboard’s data-supplying reports.
2. Filter a Dashboard
   Dashboard filters make it easy to provide different combinations of data from a single dashboard. You don’t need separate dashboards for different sets of users — give each group a filter that makes sense for them. When you use a filter on a dashboard, the filtered view is shown again the next time you visit the dashboard.
3. Dynamic Dashboards: Choose Who People View a Dashboard As
   Say that your sales people can only view their own opportunities, but you'd like to review all opportunities closed in the last quarter. Create a dashboard and let people view the dashboard as you (or anyone else who can see all opportunities). When your sales people open the dashboard, they see info about all opportunities instead of only their opportunities. (Their data access in Salesforce remains unchanged. They can only see more data in your dashboard.)
4. Link from Dashboard Components in Lightning Experience
   A sales overview dashboard is a great way for teams to collaborate on opportunities because it provides a complete picture of your pipeline. Dashboard components already link to source reports, so you can get more details, but what if you’re ready to take action?
5. Improve Dashboard Performance
   Dashboard refresh times can vary based on available resources. Since Salesforce is built on a multi-tenant structure, dashboard refreshes are processed in a queue. The refresh tend to complete faster off peak hours, when more resources are available. Other factors like caching can also affect dashboard refresh times.