Dashboards allow you to take all the data that you've worked hard to get into Salesforce, and SEE it in a meaningful way. Building simple charts that allow you to make informed decision within your organization. But how do you set them up?
The first thing to know is that all dashboard components are built from reports - so you have to have some reports built first. Then watch the video and follow along to create your org's first dashboard!
- Reporting basics for SF - want dashboards, but feeling a little lost on reports. Check out this video to get started.
- Trailhead Module - Reports and Dashboards with NPSP. A great place to start with Nonprofit Success Pack reports and dashboards
- Trailhead Project - Super quick (20 minutes or so) practice in building a report and dashboard.
- Trailhead Superbadge - Lightning Experience Reports and Dashboards Specialist. This is the way to go, if you want to truly learn how to harness the power of reports and dashboards. Warning this is a 5-8 hour badge
Feeling like you want some help?