Salesforce Marketing Dashboard Configuration

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All dashboards in SFDC are created by first building a report and then adding the report to SFDC Dashboards. They are inserted as dashboard tile, “dashlet”, to the SFDC dashboards.

The dashboard screenshot below shows 10 dashlets, that are composed of 10 different SFDC reports. Each tile has a different visualization such as metric component, table, bar graph, stacked column, funnel, donut chart, etc.) that best represents the KPIs or key data points to drive action.

The attached document details how to create the report and dashboards with clearly defined steps in SFDC report builder and dashboard setup. The report set up focuses on showing the report types, filters and columns to create the report and chart. The dashlet set up illustrates how to add the newly created report to the SFDC dashboard

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