How to Use Salesforce Dashboard Snapshots - dummies

How to Use Salesforce Dashboard Snapshots

By Tom Wong, Liz Kao, Matt Kaufman

If your company has customized your Salesforce home page, you might be able to see and select up to three key charts or tables from your dashboards. Dashboards display important information from reports in Salesforce that can provide key performance indicators on the health of your business.

Each dashboard chart or table is a component. As of this writing, dashboards are available in the Group, Professional, Enterprise, and Performance Editions.

If you see a chart or table on your home page, you can also perform these actions from the Dashboard section:

  • Click a chart or table to drill into the detail: A report page appears with the data that supports the graphic.

  • Choose a different dashboard: Click the Customize Page button at the upper right of the section. The Customize Your Home Page page appears, and here you can select from available dashboards if you have the proper administrator permissions. Your home page displays a snapshot of only the three components along the top of any dashboard.

  • Refresh the dashboard snapshot: Click the Refresh button at the top of the section. In the left of the section, a date and timestamp appear showing when your dashboard was last refreshed.