How to Add a Dashboard to Homepage in Salesforce

Quick summary

Adding a dashboard to the Salesforce homepage requires creating a custom Lightning Home Page via the Lightning App Builder in Setup. Once built and activated, the homepage displays key CRM components like dashboards, opportunities, and leads directly on login.

Steps

1. Go to Setup from the top-right corner of Salesforce.
2. Search for App Builder in the Quick Find field and select Lightning App Builder.
3. Click New and choose Home Page as the page type.
4. Give a Name to the new App.
5. Choose a layout for the Homepage.
6. Begin designing your homepage by entering the layout editor.
7. Drag and drop components such as lists, charts, and reports to build your layout.
8. Add components for Tasks, Opportunities, Leads, Cases, and Dashboards.
9. Click Save to preserve your homepage design.
10. Click Activate to make the homepage live for users.
11. Set the audience under Page Activation in the Page settings tab.
12. Add Navigation to the homepage and click Finish.