Sales dashboards for pipeline visibility
Key Takeaway
A dashboard shows multiple reports side by side on one page, and its running user decides which data it shows.
A Salesforce dashboard is a visual display of key metrics and trends, built from reports, so a sales team can see the state of its pipeline at a glance. Admins choose which reports feed the dashboard, whose data access controls what viewers see, and where people find it, such as the Home tab.
Widgets and source reports
A dashboard uses widgets to show multiple reports side by side on a single page. Each widget is based on one source report. Widgets can share a report or use different ones.
For example, two widgets can use the same report, with one showing it as a bar chart and the other as a pie chart.
You can't choose joined reports or historical trend reports as the source report for a dashboard widget.
Pick the widget type to fit the data:
| Widget type | What it shows |
|---|---|
| Chart | Data, shown graphically |
| Gauge | A single value within a range of custom values |
| Metric | One key value |
| Table | Report data in column form |
A widget can also show rich text or an image.