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  • 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!

Hello this is Katrina with Penrod Software

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B1 中級

Salesforce.com ダッシュボードの紹介 (Intro to Salesforce.com Dashboards)

  • 10 2
    alex に公開 2021 年 01 月 14 日
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