In Salesforce, there’s essentially one primary type of dashboard, but it can be customized in various ways to suit different needs. Dashboards consist of components like charts, gauges, tables, and metrics that display data from reports. The customization options include the layout, types of components used, the data displayed, and the level of detail, allowing for a wide range of dashboard configurations.
What are the three types of dashboards?
In Salesforce, dashboards can be categorized based on data visibility settings:
- Dynamic Dashboards: Allow different users to view the dashboard with data visible based on their own access levels.
- Static Dashboards: Display the same data to every user, regardless of their individual access rights.
- Filtered Dashboards: Use dashboard filters to create variations of a single dashboard based on specified criteria.
What are KPIs and dashboards?
KPIs (Key Performance Indicators) are measurable values that demonstrate how effectively a company is achieving key business objectives. Dashboards in a business context are visual displays of the most important information needed to achieve one or more objectives, consolidated and arranged on a single screen. They often include KPIs, presenting them in an easily digestible format such as charts, graphs, and tables.
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