Dashboards allow users to visually identify trends and measure the effectiveness of their activities based on the real-time data gathered with their reports. Reports provide all the data shown in a dashboard and can show data from more than one report.
Dashboards are shared via folders. Whomever has permission to the folder a dashboard is saved in also has access to the dashboard. The Dashboard Editor is a visual, drag-and-drop tool which used to create dashboards and edit existing ones. The Dashboard Editor is where dashboard components are added, edited, and arrange.
Dashboards Tab
Dashboard View
This can provide a snapshot of key metrics and performance indicators for your organization (based on source reports).
Individual Dashboard Component
Each dashboard can have up to 20 components (three are shown above). Click a dashboard component or its elements to drill down to the source report, filtered report, record detail page, or other URL
Source Report
Each dashboard has a running user, whose security settings determine which data to display in a dashboard. For dynamic dashboards, the running user can be set to be the logged-in user, allowing each user to see the dashboard according to their specific access level.