Quick summary
Adding a report to a Salesforce dashboard lets teams visualize CRM data as charts or tables for real-time decision-making. This walkthrough covers every step from searching for a dashboard to adding a report widget in edit mode.
Steps
- In the search bar at the top of Salesforce, type 'Dashboard' to find the Dashboards section.
- Select a dashboard from the results to open it.
- Once the dashboard is open, click 'Edit' in the top-right controls to enter edit mode.
- Click 'Widget' to add charts, tables, or report visuals, then choose 'Chart or Table'.
- Choose the report you want to use as the data source for the widget.
- Click 'Select' to confirm your report selection and proceed.
- Pick a chart type (such as bar or pie), then click 'Add' to include the report in the dashboard.
