Dynamic Dashboard in Salesforce

iTechcloud Solution
17 min readApr 19, 2024

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Dynamic Dashboard in Salesforce | Dynamic Dashboard | Salesforce Dynamic Dashboard | iTechCloud Solution

A dynamic dashboard in Salesforce is a powerful tool that provides real-time insights into sales performance and business metrics. It offers customizable visualizations, such as charts, graphs, and tables, allowing users to track key performance indicators (KPIs) at a glance. With its interactive features, users can drill down into specific data points for deeper analysis and make informed decisions quickly. By consolidating data from various sources within the Salesforce ecosystem, dynamic dashboards Salesforce streamline reporting processes, enhance collaboration among teams, and ultimately drive productivity and efficiency in sales and business operations.

What is a dynamic dashboard in Salesforce?

Dynamic dashboard in Salesforce is a highly customizable feature that offers real-time data insights and interactive functionalities. Unlike static dashboards, dynamic dashboards allow users to personalize their viewing experience by adjusting filters, date ranges, and other parameters on the fly. They can incorporate various data visualization components, such as charts, graphs, and tables, and even embed external content like web pages or reports. Additionally, dynamic dashboards facilitate collaboration by enabling users to share and collaborate on live data views with colleagues, fostering informed decision-making and driving business agility within the Salesforce environment.

How do you create a dynamic dashboard in Salesforce?

Creating a dynamic dashboard in Salesforce is a multi-step process that involves designing interactive data visualizations to provide real-time insights into your organization’s data. Here’s a detailed guide:

1: Accessing Dashboard Builder

  1. Log in to Salesforce: Access your Salesforce account using your credentials.
  2. Navigate to Dashboard Builder: Once logged in, go to the Salesforce setup menu. You can typically find this by clicking on your profile icon or by accessing the App Launcher.
  3. Select Dashboard Builder: In the setup menu, locate the “Dashboards” option under “App Setup” or “Home.” Click on it to enter the Dashboard Builder interface.

2: Creating a New Dashboard

  1. Click on New Dashboard: Within the Dashboard Builder interface, locate and click on the “New Dashboard” button. This action initiates the process of creating a new dashboard.
  2. Enter Dashboard Details: Provide a name for your dashboard and optionally add a description to provide context for users who will be accessing it.
  3. Choose Dashboard Type: Select the “Dynamic Dashboard” option from the available dashboard types. This choice enables you to create a dashboard with interactive components that can be customized based on user preferences.

3: Adding Components to the Dashboard

  1. Access Component Palette: Once you’ve created a new dashboard, you’ll be taken to the dashboard canvas. Here, you can start adding components by accessing the component palette.
  2. Drag and Drop Components: From the component palette, drag and drop the desired components onto the dashboard canvas. Components can include charts, graphs, tables, metrics, and other visual elements that represent your data.
  3. Customize Component Size and Position: Resize and reposition components on the dashboard canvas to achieve the desired layout. You can adjust the size of each component by dragging its edges, and you can rearrange components by dragging them to new positions on the canvas.

4: Configuring Component Properties

  1. Select Component: Click on a component to select it. This action will reveal a menu or properties panel that allows you to configure the component’s properties.
  2. Define Data Source: Specify the data source for the selected component. This may involve selecting a report, dashboard dataset, or other data source that contains the information you want to visualize.
  3. Set Filters and Parameters: Configure filters and parameters to control the data displayed in the component. Filters allow users to narrow down the data based on specific criteria, such as date ranges, product categories, or regions.
  4. Define Display Options: Customize the appearance of the component by selecting display options such as chart type, color scheme, labels, and legends. You can also choose whether to display data as a table, graph, or other visualization format.
  5. Enable Interactivity: Enable interactive features for the component, such as drill-down capabilities, hover-over tooltips, and clickable data points. This allows users to explore the data in more detail and gain deeper insights.

5: Saving and Sharing the Dashboard

  1. Save the Dashboard: Once you’ve configured all components to your satisfaction, save the dashboard by clicking the “Save” button. This action stores the dashboard in Salesforce and makes it accessible to authorized users.
  2. Set Visibility Settings: Specify who can access the dashboard by setting visibility settings. You can choose to make the dashboard visible to specific user roles, groups, or individuals within your Salesforce organization.
  3. Share the Dashboard: Share the dashboard with other users by providing them with the appropriate access permissions. You can share the dashboard via email, Chatter (Salesforce’s collaboration tool), or by embedding it in Salesforce pages or custom applications.
  4. Schedule Refreshes (Optional): If your dashboard relies on data that frequently changes, consider scheduling automatic data refreshes to ensure that the information displayed remains up-to-date. You can configure refresh schedules within the dashboard settings.

6: Testing and Iterating

  1. Preview the Dashboard: Before sharing the dashboard with other users, preview it to ensure that all components are displaying the desired data and functioning correctly.
  2. Test Interactivity: Test the interactive features of the dashboard, such as filters, drill-downs, and clickable data points, to verify that users can navigate through the data effectively.
  3. Gather Feedback: Solicit feedback from stakeholders and end users to identify any areas for improvement or additional functionality. Use this feedback to iterate on the dashboard design and make refinements as needed.
  4. Iterate and Improve: Based on feedback and testing results, iterate on the dashboard design to enhance its usability, performance, and relevance to users’ needs. Continue to refine the dashboard over time to ensure that it remains a valuable tool for data analysis and decision-making.

What components can be used to build a dynamic dashboard?

Several components can be used to build a Salesforce dynamic dashboard’s in Salesforce, each offering unique ways to visualize and analyze data. Here are some commonly used components:

Charts:

Charts are graphical representations of data that help users visualize trends, comparisons, and patterns. Salesforce offers various chart types, including bar charts, line charts, pie charts, and scatter plots.

Graphs:

Graphs are similar to charts but are often used to visualize relationships between different data points. Examples of graph types include network graphs, tree diagrams, and flowcharts.

Tables:

Tables display data in a tabular format, making it easy to view detailed information and perform side-by-side comparisons. Users can typically sort, filter, and group data within tables to analyze specific subsets of information.

Metrics:

Metrics display key performance indicators (KPIs) and other numerical data in a concise and visually appealing format. They often include indicators such as totals, averages, percentages, and counts.

Gauges:

Gauges provide a visual representation of progress towards a specific goal or target. They typically display a value within a predefined range, with visual indicators such as needles, bars, or dials to convey performance levels.

Lists:

Lists display records or data points in a vertical or horizontal list format. They are often used to provide detailed information about individual records, such as account names, contact details, or opportunity statuses.

Filters:

Filters allow users to dynamically control the data displayed on the dashboard by applying criteria such as date ranges, product categories, or geographical regions. Users can interactively adjust filters to focus on specific subsets of data.

Dashboard Filters:

Dashboard filters are global filters that apply to all components on the dashboard. They allow users to control the data displayed across multiple components simultaneously, providing a unified filtering experience.

Dynamic Dashboards:

Dynamic dashboards enable users to customize their dashboard views based on their preferences and requirements. Users can interactively adjust components, filters, and parameters to explore data in real-time and gain deeper insights.

Custom Visualizations:

Salesforce allows users to create custom visualizations using Visualforce pages or Salesforce Lightning components. These custom components can be integrated into dashboards to provide tailored data visualizations and analytical tools.

How can filters be applied to make a dashboard dynamic?

Filters play a crucial role in making a dashboard dynamic by allowing users to interactively control the data displayed based on specific criteria. Here’s how filters can be applied to achieve dynamic functionality in a dashboard:

  1. Interactive Filter Selection:

Users can interactively select filter criteria, such as date ranges, product categories, or geographical regions, to dynamically control the data displayed on the dashboard. This allows users to focus on specific subsets of data that are relevant to their analysis or decision-making process.

2. Global Dashboard Filters:

Global dashboard filters apply to all components on the dashboard, providing a unified filtering experience. Users can define global filters for key parameters, such as date ranges or territories, which automatically apply to all components, ensuring consistency across the dashboard.

3. Component-Level Filters:

Component-level filters allow users to apply filters to individual dashboard components. This flexibility enables users to customize the data displayed in each component based on their specific requirements, without affecting other components on the dashboard.

4. Dynamic Parameterization:

Filters can be dynamically parameterized to adjust their values based on user interactions or predefined conditions. For example, a filter could dynamically update its date range based on the current date or adjust its criteria based on user selections in other components.

5. Drill-Down Functionality:

Filters can enable drill-down functionality, allowing users to explore data hierarchically by drilling down into specific categories or subcategories. This interactive feature enhances the user experience by enabling users to navigate through data in a more intuitive and detailed manner.

6. Saved Filter Views:

Users can save filter configurations as custom views or presets for quick access to commonly used filter settings. This feature allows users to switch between different filter configurations on the fly, making it easier to analyze data from multiple perspectives.

7. Dynamic Refresh:

Filters can trigger dynamic data refreshes on the dashboard, ensuring that the displayed data is always up-to-date. When users apply or modify filters, the dashboard automatically refreshes to reflect the updated data, providing users with real-time insights and analysis.

8. Custom Filter Logic:

Users can define custom filter logic to apply complex filtering criteria or conditions. This advanced feature allows users to create dynamic filters that adapt to changing business requirements or analytical needs, enhancing the flexibility and versatility of the dashboard.

Can dynamic dashboards be personalized for individual users?

dynamic dashboards in Salesforce can be personalized for individual users to cater to their specific needs and preferences. Here’s how:

  1. Dashboard Filters:

Users can set up personalized dashboard filters to display data relevant to their roles, territories, or preferences. These filters allow users to customize their dashboard views by selecting specific criteria such as date ranges, product categories, or geographic regions.

2. Component-Level Customization:

Users can personalize their dashboard by customizing individual components to display the data most relevant to their responsibilities or objectives. They can choose which metrics, charts, or graphs to include on their dashboard and adjust component settings such as chart types, colors, and labels.

3. Saved Views:

Salesforce allows users to save personalized dashboard views with their preferred filter settings, component configurations, and layout arrangements. These saved views enable users to quickly access their customized dashboard setup without having to reconfigure it each time they log in.

4. Dynamic Data Refresh:

Dynamic dashboard’s in Salesforce automatically refresh to reflect the latest data, ensuring that users always have access to up-to-date information personalized to their needs. Users can interact with their dashboards in real-time, exploring data and making decisions based on the most current insights available.

5. Sharing and Collaboration:

Users can share their personalized dashboard views with colleagues or teams, facilitating collaboration and alignment across the organization. By sharing their insights and analyses, users can contribute to collective decision-making and drive business outcomes collaboratively.

6. Permission-Based Access:

Salesforce administrators can control access to dashboards and dashboard components based on users’ roles, profiles, or permissions. This ensures that users only see the data and insights relevant to their responsibilities and access levels, maintaining data security and confidentiality.

7. Integration with Salesforce Features:

Dynamic dashboards can integrate with other Salesforce features such as reports, list views, Chatter (Salesforce’s collaboration tool), and external data sources. This integration enables users to access additional information and insights within their personalized dashboard views, enhancing their analytical capabilities and productivity.

8. Custom Development:

For more advanced personalization requirements, Salesforce offers customization options through Visualforce pages, Lightning components, and Apex code. Developers can create custom solutions to tailor dashboard functionality and user experiences to individual users’ needs, extending the platform’s capabilities beyond out-of-the-box features.

What considerations should be kept in mind while designing a dynamic dashboard?

Designing a dynamic dashboard requires careful planning and consideration to ensure it effectively meets the needs of users and delivers actionable insights. Here are some key considerations to keep in mind during the design process:

  1. User Needs and Objectives:

Understand the specific needs, goals, and objectives of the dashboard’s intended users. Tailor the dashboard design to address their requirements and provide relevant insights that support their decision-making processes.

2. Data Relevance and Quality:

Ensure that the data displayed on the dashboard is accurate, relevant, and of high quality. Validate data sources, clean and normalize data as needed, and verify the integrity of data connections to prevent errors or discrepancies in the dashboard.

3. Visualization Best Practices:

Follow best practices for data visualization to create clear, intuitive, and easy-to-understand visual representations of data. Choose appropriate chart types, colors, labels, and formatting to effectively convey insights and facilitate data interpretation.

4. Performance Optimization:

Optimize the performance of the dashboard to ensure fast load times and smooth user experience, especially when working with large datasets or complex visualizations. Consider factors such as data aggregation, caching, and server-side processing to minimize latency and maximize responsiveness.

5. Interactivity and User Engagement:

Incorporate interactive features such as filters, drill-downs, and clickable data points to encourage user engagement and exploration. Enable users to interact with the dashboard dynamically, customize their views, and delve deeper into the data to gain insights.

6. Responsive Design:

Design the dashboard with responsiveness in mind to ensure it renders properly and remains functional across different devices and screen sizes. Test the dashboard on various devices and resolutions to ensure compatibility and usability for all users.

7. Accessibility and Inclusivity:

Ensure that the dashboard is accessible to users with diverse abilities and needs. Follow accessibility guidelines and standards to design an inclusive user experience, including features such as keyboard navigation, screen reader compatibility, and color contrast.

8. Security and Data Privacy:

Implement appropriate security measures to protect sensitive data and ensure compliance with data privacy regulations. Control access to the dashboard based on users’ roles and permissions, encrypt data in transit and at rest, and audit user activity to maintain data integrity and confidentiality.

9. Feedback and Iteration:

Gather feedback from users throughout the design process and iterate on the dashboard based on their input. Solicit feedback on usability, functionality, and relevance to continuously improve the dashboard and align it with users’ evolving needs and preferences.

10. Documentation and Training:

Provide documentation, training materials, and support resources to help users effectively navigate and utilize the dashboard. Offer training sessions, tutorials, and user guides to familiarize users with dashboard features, functionality, and best practices for data analysis.

How can dynamic dashboards be used to track key performance indicators (KPIs)?

Salesforce Dynamic dashboard in Salesforce are powerful tools for tracking key performance indicators (KPIs) as they provide real-time insights into critical metrics and facilitate data-driven decision-making. Here’s how dynamic dashboards can be effectively utilized to track KPIs:

  1. Identify Relevant KPIs:

Begin by identifying the key performance indicators (KPIs) that are most relevant to your organization’s goals, objectives, and strategic priorities. These KPIs should align with specific business objectives and provide meaningful insights into performance and progress.

2. Select Appropriate Visualizations:

Choose appropriate visualizations, such as charts, graphs, gauges, or tables, to represent each KPI effectively. Consider factors such as the type of data, the level of detail required, and the audience’s preferences when selecting visualizations.

3. Aggregate and Display Data:

Aggregate data from relevant sources, such as Salesforce reports, external databases, or integrated systems, and display it on the dynamic dashboard. Use filters and parameters to customize the data displayed based on specific criteria, such as time periods, product categories, or geographical regions.

4. Monitor Trends and Patterns:

Use dynamic dashboards to monitor trends, patterns, and fluctuations in KPIs over time. Visualize historical data alongside current metrics to identify trends, spot anomalies, and track performance against targets or benchmarks.

5. Set Thresholds and Alerts:

Define thresholds or target values for each KPI and set up alerts or notifications to trigger when performance exceeds or falls below predefined thresholds. This proactive approach enables users to take timely actions to address issues or capitalize on opportunities as they arise.

6. Enable Drill-Down Analysis:

Incorporate drill-down functionality into the dashboard to allow users to explore KPIs in greater detail. Enable users to drill down from high-level summaries to detailed breakdowns of underlying data, enabling deeper insights and root cause analysis.

7. Facilitate Comparative Analysis:

Use dynamic dashboards to facilitate comparative analysis by displaying multiple KPIs side by side or comparing current performance to historical data, targets, or industry benchmarks. Visualize comparisons using charts, graphs, or tables to highlight insights and areas for improvement.

8. Enable User Interaction:

Enable user interaction and customization by incorporating interactive features such as filters, slicers, or parameter controls. Empower users to customize their dashboard views, drill down into specific data subsets, and explore KPIs based on their individual preferences and analytical needs.

9. Promote Collaboration and Transparency:

Share dynamic dashboards with relevant stakeholders, teams, or departments to promote collaboration, transparency, and accountability. Use dashboards to align teams around common goals, foster data-driven decision-making, and drive performance improvements across the organization.

10. Measure and Evaluate Performance:

Continuously measure and evaluate performance against established KPIs using dynamic dashboards. Monitor progress over time, assess the impact of initiatives or interventions, and iterate on strategies based on insights derived from the dashboard data.

Are there any limitations or constraints when building dynamic dashboards in Salesforce?

dynamic dashboards in Salesforce offer powerful capabilities for data visualization and analysis, there are some limitations and constraints to consider when building them. Here are some common limitations:

  1. Component Limits:

Salesforce imposes limits on the number of components that can be added to a dashboard. For example, in Salesforce Classic, a dashboard can have up to 20 components, while in Lightning Experience, the limit is 25 components. Exceeding these limits can impact dashboard performance and user experience.

2. Data Volume Limits:

Dynamic dashboards may encounter performance issues when dealing with large volumes of data. Salesforce has limits on the amount of data that can be retrieved and displayed within dashboards, particularly for reports and dashboard components that query large datasets.

3. Data Source Compatibility:

Dynamic dashboards rely on data sources such as reports, list views, or external data connections. However, not all data sources may be compatible with dynamic dashboards, limiting the types of data that can be visualized and analyzed.

4. Chart and Graph Customization:

Salesforce offers a variety of chart and graph types for dynamic dashboards, customization options may be limited compared to dedicated data visualization tools. Users may have limited control over chart formatting, labeling, and styling.

5. Dynamic Refresh Limits:

Dynamic dashboards automatically refresh to reflect the latest data, but there are limits on how frequently data can be refreshed. Salesforce imposes constraints on the frequency of dashboard refreshes to prevent excessive strain on system resources.

6. Mobile Responsiveness:

Salesforce supports mobile access to dashboards through its mobile app, dynamic dashboards may not always render optimally on mobile devices. Designing dashboards for mobile responsiveness requires careful consideration of screen size, layout, and user interaction patterns.

7. Limited Export Options:

Salesforce provides limited options for exporting Salesforce dynamic dashboard data. While users can export dashboard snapshots or individual components as static images or PDFs, there are limitations on exporting data in other formats such as Excel or CSV.

8. Security and Access Controls:

Salesforce administrators must carefully manage security and access controls for dynamic dashboards to ensure that sensitive data is protected and only accessible to authorized users. Controlling access to Salesforce dashboards and dashboard components based on user roles, profiles, or permissions is critical for maintaining data security and compliance.

9. Integration Constraints:

Integrating Salesforce dynamic dashboards with external systems or data sources may present challenges, particularly if custom development or third-party connectors are required. Compatibility issues, data synchronization issues, and API limitations can impact the seamless integration of dynamic dashboards with other systems.

10. Governance and Maintenance:

Managing and maintaining dynamic dashboards requires ongoing governance to ensure data accuracy, performance optimization, and compliance with organizational standards. Regular monitoring, updates, and maintenance activities are necessary to address issues, enforce best practices, and optimize dashboard performance over time.

Can dynamic dashboards be embedded into Salesforce applications or external websites?

dynamic dashboards in Salesforce can be embedded into Salesforce applications as well as external websites, providing users with access to real-time data insights within the context of their workflows or external-facing portals. Here’s how dynamic dashboards can be embedded:

Embedded into Salesforce Applications:

  1. Visualforce Pages:

Salesforce administrators and developers can embed dynamic dashboards into Visualforce pages using the <analytics:reportChart> component. This component allows developers to specify the dashboard or report to display and customize its appearance and behavior within the Visualforce page.

2. Lightning Components:

In Lightning Experience, dynamic dashboards can be embedded into Lightning components using the <analytics:reportChart> Aura component or the lightning:analyticsDashboard Lightning web component. These components enable developers to integrate dynamic dashboards seamlessly into Lightning pages or Lightning communities.

3. Custom Applications:

Salesforce developers can embed dynamic dashboards into custom applications built on the Salesforce Platform using Salesforce’s APIs and development tools. This allows organizations to extend the functionality of dynamic dashboards and incorporate them into custom workflows, processes, and user interfaces.

Embedded into External Websites:

  1. Salesforce Sites:

Salesforce administrators can create public Salesforce Sites and embed dynamic dashboards into the Sites pages using Visualforce or Lightning components. This enables organizations to share real-time data insights with external stakeholders, such as customers, partners, or vendors, through branded and customizable web portals.

2. iFrames:

Dynamic dashboards can be embedded into external websites or web applications using HTML <iframe> elements. Salesforce provides embeddable URLs for dynamic dashboards, allowing users to generate iframe code that can be inserted into external web pages to display the dashboard content.

3. Community Cloud:

Salesforce Community Cloud allows organizations to create branded online communities for customers, partners, or employees. Administrators can configure Community Cloud to include dynamic dashboards as components within community pages, providing community members with access to real-time data insights and analytics.

4. Custom Integration:

Organizations can leverage Salesforce’s APIs, such as the Analytics REST API or the Lightning Web Components Open Source framework, to integrate dynamic dashboards into custom web applications or external systems. This approach enables organizations to embed dashboard content seamlessly into existing workflows or user interfaces.

What are some examples of use cases for dynamic dashboards in Salesforce?

Dynamic dashboards in Salesforce can be applied to a wide range of use cases across various industries and business functions. Here are some examples:

  1. Sales Performance Tracking:

Sales teams can use dynamic dashboards to track key sales metrics such as pipeline velocity, win rates, revenue forecasts, and quota attainment. Dynamic dashboards enable sales managers to monitor performance in real-time, identify trends, and take proactive actions to improve sales productivity and effectiveness.

2. Customer Service Analytics:

Customer service teams can leverage dynamic dashboards to monitor service level agreements (SLAs), case resolution times, customer satisfaction scores, and agent performance metrics. By visualizing service data in real-time, teams can identify service bottlenecks, prioritize cases, and optimize resource allocation to enhance the overall customer experience.

3. Marketing Campaign Analysis:

Marketing teams can use dynamic dashboards to analyze the effectiveness of marketing campaigns, track key marketing metrics such as lead generation, conversion rates, campaign ROI, and customer acquisition costs. Dynamic dashboards enable marketers to gain insights into campaign performance, identify high-performing channels, and optimize marketing spend to drive better results.

4. Financial Performance Reporting:

Finance teams can utilize dynamic dashboards to monitor financial performance indicators such as revenue growth, profitability margins, cash flow forecasts, and budget vs. actuals. Dynamic dashboards enable finance professionals to track financial KPIs in real-time, identify variances, and make data-driven decisions to improve financial health and sustainability.

5. Human Resources Analytics:

HR teams can leverage dynamic dashboards to analyze workforce metrics such as employee turnover rates, recruitment metrics, training completion rates, and employee engagement scores. By visualizing HR data in real-time, teams can identify talent trends, address retention challenges, and optimize HR processes to support organizational goals.

6. Project Management Monitoring:

Project managers can use dynamic dashboards to track project progress, monitor key project milestones, resource utilization, and budget allocation. Dynamic dashboards enable project managers to visualize project data in real-time, identify risks and issues, and make informed decisions to keep projects on track and within scope.

7. Supply Chain Visibility:

Supply chain teams can leverage dynamic dashboards to monitor inventory levels, supplier performance, order fulfillment rates, and supply chain disruptions. Dynamic dashboards enable supply chain managers to gain visibility into supply chain operations, anticipate demand fluctuations, and mitigate risks to ensure seamless supply chain operations.

8. Executive Dashboard Reporting:

Executives and senior leaders can use dynamic dashboards to gain a holistic view of organizational performance across multiple departments and business units. Dynamic dashboards enable executives to track strategic KPIs, monitor progress towards corporate objectives, and make data-driven decisions to drive business growth and profitability.

More Details Here:-

  1. https://www.itechcloudsolution.com/blogs/dynamic-dashboard-in-salesforce/
  2. https://www.itechcloudsolution.com/blogs/salesforce-dynamic-dashboard/

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