Reports & Dashboards for Lightning Experience

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• Salesforce dashboards present multiple reports side-by-side using dashboard components on a single dashboard page layout.

• You can't follow components on dynamic dashboards. You can’t save dynamic dashboards in private folders. You can’t schedule refreshes for dynamic dashboards. They must be refreshed manually.

• wants a dashboard that shows all the company’s deals.

• Launch the dashboard builder from the Dashboards tab by clicking New Dashboard

• Salesforce dashboards present multiple reports side-by-side using dashboard components on a single dashboard page layout. Dashboard components come in various chart types, tables, metrics, and gauges, and you can customize how data is grouped, summarized, and displayed for each component.

• With dynamic dashboards, each user sees the data they have access to without needing to create separate dashboards for each user.

• The dashboard viewer— Dashboard readers see data as themselves, according to their own access to data.

• Another person — Dashboard readers see data in the dashboard according to the data access level of whomever you specify.

• Your organization can have up to 5 dynamic dashboards for Enterprise Edition, 10 for Unlimited and Performance Edition, and 3 for Developer Edition.

• Me — Dashboard readers see data in the dashboard according to your access to data.

• Let dashboard viewers choose whom they view the dashboard as to let a reader with appropriate user permissions choose who they view the dashboard as. With the “View My Team’s Dashboards” user permission, the reader can view the dashboard as themself or as anyone beneath them in the role hierarchy.

• Report charts allow you to place a single chart right at the top of your report, so that when you view the report, you can see the chart and the report results in one view.

• gauge

• Let dashboard viewers choose whom they view the dashboard as to let a reader with appropriate user permissions choose who they view the dashboard as.