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.

Want to visualise your Salesforce data like a pro? This step-by-step tutorial shows you how to create a dashboard in Salesforce using custom reports, charts, and filters.

Nov 29, 2024 · In this post, we’ll investigate the definition of a Dashboard and the different available widgets and components, as well as the process for creating your very own Dashboard from scratch.

Jun 29, 2025 · If you're a Salesforce user, that's what dashboards are for. Salesforce dashboards let you take data from different reports and visualize them in different ways, so you can sort data in a way …

May 8, 2025 · In this guide, we’ll cover how to create, optimize, and manage reports and dashboards, from basic concepts to advanced tricks that drive user adoption and actionable insights.

Learn how to create effective Salesforce dashboards that drive action and improve decision-making for your RevOps, marketing, and sales teams.

Learn Salesforce Dashboard Creation step-by-step. Build dynamic, real-time dashboards to track KPIs and empower smarter decisions across departments.

Below, you’ll find how-to articles, expert coaching sessions, and video walk-throughs designed by Salesforce experts to help you set up your team for success with reports and dashboards.