The types of chart(s) to use; Charts can include dials, leaderboards, bar graphs, historical trend graphs, pie charts, funnels, plotted points, and a variety of other options. Your goal is to display relevant information in a way that’s quickly understood — and using your CRM, to make sure your dashboard is always up-to-the-minute accurate

Salesforce allows its users to create combination charts for presenting several kinds of data together. If plotting multiple sets of data on one chart is what you need for your report, combination charts come in handy for you. Learn how to create a combination chart properly in this tutorial article. Why Use a Combination Chart? In Lightning Experience, add or edit a chart from the Report Run Page. To show or hide the chart, click . To edit the chart, click . From the chart editor, change chart type, give the chart a title, change axes, show or hide a reference line, and show or hide chart values. However, you can use the same report in multiple dashboard components on a single dashboard (e.g., use the same report in both a bar chart and pie chart). Multiple dashboard components can be shown together on a single dashboard page layout, creating a powerful visual display and a way to consume multiple reports Hi all, I would like to add a chart to a cutstom monthly opportunity report. In the custom report I have add the following fields: lead source account name billing city billing address Currently I created one report with an added a chart to it. This is the report of the month February but when I am trying to do exactly the same for the month January the button 'add chart' is still grey In other words, these twelve recommended charts are a Salesforce dashboard template. Use this template as a building block to create your organization-specific dashboard and reports. With that, here are the 12 must-have Salesforce Dashboard charts I recommend: 12 Recommended Salesforce Dashboard Charts. 1. Closed Won Opportunities by Month. 2.

In Lightning Experience, add or edit a chart from the Report Run Page. To show or hide the chart, click . To edit the chart, click . From the chart editor, change chart type, give the chart a title, change axes, show or hide a reference line, and show or hide chart values.

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