
Salesforce dashboards are one of the most powerful ways to visualize data and track your business performance. But if you’re wondering “What can I add to a Salesforce dashboard?” — the answer is: a lot more than you think.
From charts to gauges to Lightning components, Salesforce lets you build dashboards that connect your teams, display KPIs clearly, and help business users take quick action.
In this guide, we’ll walk through every component you can add, how they work, and the best use cases to build dashboards that truly get results.
Understanding Salesforce Dashboards
What Makes Dashboards Valuable?
Dashboards turn raw Salesforce data into visual insights. Instead of browsing multiple reports, users get a single page with all key metrics like:
Leads generated
Sales pipeline
Case resolution times
Revenue forecasts
It’s like turning a messy spreadsheet into a beautiful, strategic command center.
Dashboard vs. Reports
Think of reports as ingredients and dashboards as the final dish.
Reports deliver detailed data.
Dashboards show the story behind the data.
Dashboards rely on underlying reports, which means the quality of your dashboard depends on how well those reports are built.
Components You Can Add to Salesforce Dashboards
Salesforce dashboards offer multiple elements that help you customize your visualization. Let’s break them down.
Charts
Charts are the most popular dashboard components because they give instant visibility.
Bar Charts
Bar charts are perfect for comparisons like:
Leads by source
Opportunities by stage
Cases by priority
They’re simple and highly readable.
Line Charts
Use line charts when you want to show trends over time:
Month-over-month revenue
Weekly sales progress
Growth of active users
Donut & Pie Charts
These are great for showing parts of a whole:
Percentage of won vs. lost deals
Distribution of case types
Market segments
Funnel Charts
Perfect for visualizing a sales pipeline, funnel charts show:
Lead → MQL → SQL → Opportunity
Marketing conversion stages
Reports
Reports themselves can be displayed inside dashboards.
Tabular Reports
Best for simple lists, such as:
New leads this week
Open cases
Upcoming renewals
Summary Reports
These allow grouping and totals — useful when you need:
Revenue by region
Cases by agent
Opportunities by stage
Matrix Reports
The most powerful report type — great for multi-dimensional analysis:
Opportunities by rep and by stage
Cases by product and priority
Metrics
A metric component is perfect for single KPIs like:
Total revenue
Total open opportunities
NPS score
Sales target achievement
Clean. Simple. No clutter.
Gauges
Gauges show performance toward a target.
For example:
“Sales Target: 68% Achieved”
“Customer Satisfaction: 92%”
They’re perfect for executive dashboards.
Tables
Tables help show multiple records with key columns.
Use them for:
Top 10 deals
Highest value accounts
Overdue cases
You can also highlight rows with conditional formatting.
Visualforce Pages
If you want something highly custom, Visualforce allows:
Custom charts
Special layouts
Data pulled from multiple sources
This is perfect for complex or branded dashboards.
Lightning Components
Lightning components make dashboards extremely flexible.
You can add:
Custom UI widgets
AI-driven insights
Third-party integrations
This is where Salesforce dashboards become next-level.
Images
Yes, you can even add images:
Company logos
Branded banners
Icons
Visual instructions
These make dashboards more user-friendly.
Advanced Dashboard Additions
Dynamic Dashboard Functionality
Dynamic dashboards let each user see data filtered to them automatically.
Example:
A sales manager sees all deals, while a rep sees only their own.
Dashboard Filters
Dashboard filters make dashboards interactive without rebuilding them.
For example, you can filter by:
Region
Product
Time period
Owner
Dashboard Themes & Palette
Salesforce allows you to adjust the color scheme, so charts align with:
Branding
Priorities
Visual consistency
Salesforce Dashboard Best Practices
Keep It Simple
Too many charts confuse users. Stick to 8–12 components max.
Prioritize KPIs
Place the most important metrics at the top.
Use Consistent Colors
For example:
Red for risks
Green for success
Blue for neutrals
Make It Role-Based
Different roles → different dashboards.
Sales reps
Managers
Executives
Support teams
Everyone should see only what they need.
Common Use Cases
Sales Dashboards
Pipeline overview
Expected revenue
Top deals
Win/loss trends
Marketing Dashboards
Lead generation
Campaign ROI
Conversion funnels
Service Dashboards
Case resolution time
Customer satisfaction scores
Agent performance
Executive Dashboards
Company KPIs
Forecasts
Goal progress
Revenue trends
Conclusion
Salesforce dashboards are one of the most versatile tools for visual analytics. You can add charts, reports, metrics, gauges, tables, images, and even advanced Lightning components. The real power lies in customizing these components to match your business goals.
Whether you’re building a dashboard for sales, marketing, service, or leadership — the right setup can transform how your team understands data and makes decisions.
FAQs
1. How many components can a Salesforce dashboard have?
Up to 20 components per dashboard.
2. Can I use one report for multiple dashboard components?
Yes — the same report can power several components.
3. Do dashboards update in real time?
They refresh when the underlying reports refresh, or based on your refresh settings.
4. Can I filter dashboards by user?
Yes, using Dynamic Dashboards.
5. Can I schedule dashboard refresh emails?
Absolutely! You can schedule dashboards to send via email automatically.
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