字幕表 動画を再生する 英語字幕をプリント Hello this is Katrina with Penrod Software talking to you today about Salesforce.com dashboards. Dashboards provide instant access to the real-time information you need in one consolidated view. Each dashboard is composed of customizable components that are sourced from existing custom reports. So go ahead login to your Salesforce.com account and on the homepage scroll down to the bottom quickly, here we can see a shortened view of our currently displayed dashboard. This is the company performance dashboard and we see the first three components in the first three columns. If you'd like you can hit refresh to refresh these components or customized page to choose a different dashboard to display. What we'll do right now though, is scroll up to the top and click our dashboards tab. Here we can see that company performance dashboard in whole. Below those first three components, we have many other components: graphs, charts, tables. We can also view when it was last refreshed. Hit refresh to get the latest information pulled from those custom reports. If there were any changes to the reports, any data changes, that will be reflected in your dashboard. So this is really the quickest way to stay up to date on many different reports and aspects your company and your job. We'll wait for that to finish refreshing. So this is refreshed. We can say that it has been updated as of today at 7:23am. If you'd like, you can hit edit to edit this company performance dashboard. These are all of our components. It works on a drag-and-drop kind of system. You can drag new components onto the screen. Add or delete components, change the width of each column, or add a new column. What I want to do now though is not update the company performance dashboard but walk you through creating a brand new dashboard. So I'm going to hit the back button and then go to my dashboard list. From here you can either update your reports, perhaps there's a custom report you'd like to create to use in your dashboard. What we'll do is click the new dashboard button. We're starting here with a blank slate. We have three columns by default, adjust that as you'd like. And we have our components. Some horizontal and vertical bar graphs, pie charts, a funnel, different tables... The first component I'm going to select is the gauge component. I'll drag that onto my first column. Now we need a data source for the component. So in reports, I'm going to select the closed sales report. And we can see it's polling the information from the report but it's not quite displaying the correct breakpoint that we need to see. I'll hit the settings tool. And I'm gonna change these breakpoints a little bit. The first one at 100,000, the second one and 200,000, and the third one at 300,000. Hit OK. This is a much more accurate representation of the gauge. We can see where we're at with the closed sales thus far. Edit the header for that column: Sales. And the title: Cosed Sales. If you'd like to add a footer, that option is available to you as well. Right now, I'll save that out so we can view what we have. Create a name for your dashboard, a unique name will auto populate and we're going to save that to my personal dashboards. Save and run the dashboard. Here's our sales team dashboard that we've just created with our one component, closed sales. You can refresh that to see if the closes sales amount has changed at all. We can go back to that editing screen. So let's add another component. I'll pick this table component and another data source from reports... Let's have this be more of an accounts column. And the specific component is Top Accounts. That's loading and pulling data from our Top Accounts report. And here we can see we have a list of the top accounts available to us. Save that dashboard out. Save and close. And again it's refreshing. On our home page, if we scroll down we can customize that page and select our new dashboard to display, the sales team dashboard. Hit save and there it is-our sales team dashboard that we've just completed. Thank you for watching!