Salesforce ExercisesReports and dashboardsYour progress
LESSON 50 / 60

Turn report data into a dashboard view

A dashboard presents information derived from reports in a compact visual form.

5 min
  1. 1Understand
  2. 2Guided practice
  3. 3On your own
THE IDEA

Turn report data into a dashboard view

A dashboard presents information derived from reports in a compact visual form. Its usefulness depends on choosing the right underlying records.

In this practice workspace, choose the report object and a Bar or Table presentation. The dashboard summarizes the current saved records from that selection.

Builds on Choose a report type for the question

A WORKED EXAMPLE

A simple example

A pipeline dashboard can help a sales lead review opportunities, while a support table can focus on cases.

A common mistakeA chart is a view of data, not a separate source of more accurate numbers.

Words you’ll use in this lesson
Dashboard
A visual view of information derived from reports.
Report
A result set and summary calculated from selected records.
Object
A kind of information, such as Accounts or Leads.