Types of Dashboards in Salesforce

Types of Dashboards in Salesforce

6 mins

Which Salesforce dashboard is right for you? As a Salesforce user, you may be wondering what types of dashboards are available to you. So, how many types of dashboards are in Salesforce? 

There are four types of dashboards in Salesforce. Custom, Console, Lightning Experience, and Partner. Each type has its own set of features and benefits that make it best suited for different users and use cases. 

What is Salesforce Dashboard and How Does it Work?

Salesforce Dashboard is a cloud-based solution that enables sales and marketing professionals to collaborate and manage their customer relationships.


It provides them with a single platform to view all of their customer data, including account details, contact information, and sales opportunities

It also gives users the ability to create customized reports and dashboards that provide insight into their customer relationships.

In addition, Salesforce Dashboard offers a variety of tools and features that help sales and marketing professionals better understand their customers’ needs and preferences.

As a result, Salesforce Dashboard helps companies close more deals, increase customer satisfaction, and improve their overall sales performance.

What are the Different Dashboard Components?

There are four main types of dashboard components: gauges, charts, indicators, and tables.

  • Gauges are visual displays that show the current value of a metric. They can be used to track progress towards a goal or target.
  • Charts are graphical representations of data. They can be used to show trends over time or to compare different data sets side-by-side.
  • Indicators are simple visuals that communicate whether a metric is good or bad. They can be used to quickly identify areas that need attention.
  • Tables are tabular representations of data. They can be used to display detailed information about individual items in a dataset.

What Are Dashboards Used for In Salesforce?

Salesforce dashboards provide a quick and easy way to view key data about your business in one place. By creating customized views of your data, you can track progress towards goals, identify trends, and spot areas for improvement. 

Salesforce dashboards can be used to track any metric that is important to your business. Common examples include sales figures, customer satisfaction scores, support ticket volume, and website traffic statistics.

By tracking these metrics over time, you can see how your business is performing and make informed decisions about where to focus your efforts. 

Dashboards are highly customizable, so you can tailor them to fit the specific needs of your team or organization. You can also share dashboards with others in your company so everyone is on the same page about key performance indicators (KPIs).

If you’re not sure where to start with creating a dashboard, Salesforce offers a number of pre-built templates that you can use as a starting point.

Or, if you prefer, you can create a dashboard from scratch using the drag-and-drop interface.

Either way, Salesforce provides everything you need to get started quickly and easily and create powerful dashboards that will help improve your business.

What is Static And Dynamic Dashboard Salesforce?

Salesforce provides two types of dashboards, static and dynamic.

Static dashboards are those which do not change based on user input or filters.  Dynamic dashboards, on the other hand, can be customized by the user to display specific data sets that are relevant to them.

Static Dashboards

A static dashboard is one that contains pre-defined reports and charts that cannot be changed by the user. This type of dashboard is useful for displaying high-level overviews of data but does not allow for much customization.

Dynamic Dashboards

A dynamic dashboard is one that can be customized by the user to display specific data sets that are relevant to them. This type of dashboard allows for greater flexibility and customization than a static dashboard and can be tailored to meet the needs of individual users.

Types of Dashboard in Salesforce

Any business needs marketing Salesforce for their daily work operations. In the sales process, one of the most important things is speed. So, to make things easier and faster, you can use a Salesforce dashboard. A dashboard is like a reporting tool that provides a graphical view of the key metrics and performance indicators for your organization, which can be customized according to your needs.


There are different types of components that you can use in a Salesforce dashboard, which include: 

  • Metrics: Metrics are the key figures or numbers that show the progress of something important in your business. For example, the number of sales made in a month, the number of new customer acquisitions, etc. 
  • Gauges: A gauge is like a meter that shows how close or far you are from achieving a goal. It is generally used to track KPIs (Key Performance Indicators). 
  • Tables: Tables are like spreadsheets that show data in rows and columns. They are generally used to compare data side-by-side or to show trends over time. 
  • Charts: Charts are like graphs that visualize data in an easy-to-understand way. They are generally used to compare data points or to show trends over time. 
  • Summary Reports: Summary reports provide an overview of data with drill-down capability so that you can see the details behind the numbers. 

Thus, these were some of the types of components that you can use in a Salesforce dashboard according to your need for making your marketing strategies better and get an edge over your competitors.

What Are the Components of Dashboard in Salesforce?

Salesforce Dashboards are interactive, graphical representations of your data that you can use to monitor key metrics and performance indicators for your business. You can customize dashboards to display the data that is most important to you, and you can share dashboards with other users in your organization.

There are four main components of a Salesforce dashboard:

  • The Dashboard Builder: This is where you create and customize your dashboard. You can add multiple components to your dashboard, and each component will display different data depending on the settings that you choose. 
  • The Component Library: This is a library of all the different types of components that you can add to your dashboard. Each component has its own specific function, and you can choose which components to add to your dashboard based on the data that you want to display. 
  • The Data Source: This is the source of the data that will be displayed in your dashboard components. You can choose from a variety of data sources, including Salesforce reports, external data sources, or custom objects.
  • The Dashboard Settings: These are the settings that determine how your dashboard will look and behave. You can set options such as the layout of the dashboard, who has access to view it, and whether or not users can edit the dashboard.

How Do Salesforce Dashboards Benefit Your Business?

Salesforce dashboards provide an overview of your business performance by displaying key metrics and data in one place. This can be a valuable tool for tracking progress, identifying areas of improvement, and making data-driven decisions.

Here are the benefits of using Salesforce dashboards in your business:

  1. Monitor progress and identify areas of improvement. By tracking key metrics and indicators on a dashboard, you can quickly see how your business is performing. This can help you to identify areas of improvement and make necessary changes.
  2. Make data-driven decisions. Salesforce dashboards provide access to real-time data, which can be used to inform decision-making. This can help you to make decisions based on facts and evidence, rather than guesswork.
  3. Improve communication and collaboration. Dashboards can be shared with stakeholders, giving them visibility of business performance. This can improve communication and collaboration, as well as provide transparency of decision-making.
  4. Save time and resources. Using a dashboard can save time and resources by consolidating information from different sources into one place. This can free up time for other tasks and activities.
  5. Increase customer satisfaction. By tracking customer satisfaction levels on a dashboard, you can identify issues early on and take steps to address them before they escalate. This can help to improve customer satisfaction levels overall.

Wrap Up

Salesforce dashboards are an important tool for sales teams and businesses. They provide a snapshot of critical data, which can help businesses make informed decisions about their products, customers, and strategies.

Dashboards also have the potential to improve team productivity by helping salespeople stay organized and on top of their work.

By understanding the different types of dashboards in Salesforce and the benefits they offer, business owners can empower their sales teams to succeed.


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