Salesforce Features
Dashboards
Customizable dashboards from Salesforce provide instant access to the
real-time data and analysis you need to run your business. Only
Salesforce gives you step-by-step wizards you can use to pull critical
metrics from many departments into a consolidated view. Easy-to-use
data visualization tools enable you to identify trends using charts,
tables, and other graphics.
This feature is available in professional and enterprise editions.
Also See...
- Reporting Training
- Dashboard Training
- Reporting and Dashboard Blog
- Install Dashboards from the AppExchange
Feature Details
- Single Corporate Scorecard: Get an at-a-glance overview of your entire business, with benchmarks and critical metrics from sales, marketing, service, and more.
- Real-Time Data: Instantly understand what's happening in your business right now with one-click data refreshment.
- Customized Dashboards: Set up multiple, customized dashboards so that everyone gets exactly the information needed depending on roles and responsibilities. Easily and securely distribute dashboards when you need to share data, and highlight critical information and exceptions for quick identification.
- Homepage Snapshot:Allow users to select their own dashboard snapshot to display on their Salesforce home page, so they see their critical metrics the instant they log in.
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