Visualize Your Data with the Lightning Dashboard Builder | Trailhead/Salesforce

Reports & Dashboards for Lightning Experience | Visualize Your Data with the Lightning Dashboard Builder | Trailhead/Salesforce

Trailmix 1 - Fundamentals of Salesforce

Create an opportunities report and add it to a dashboard

Lincoln Ulrich, the top salesperson at Ursa Major Solar, wants a dashboard that shows all the company’s deals. He wants to see quickly how many opportunities his team has at each stage of the pipeline. Create the underlying opportunities report, then create a dashboard. Add a component that displays the report as a donut chart on the dashboard.

Create a report:
Type: Opportunities
Standard Filter:
Date: Close Date
Range: All Time
Fields:
Opportunity Name
Opportunity Owner
Group: Stage
Report name: Opportunity Stages
Create a dashboard:
Name: Big Deals
Add a component:
Report: Opportunity Stages
Title: Opportunity Stages
Display As: Donut Chart
Save the dashboard

#salesforce
#salesforceadmin
#salesforcedeveloper
#trailhead

Disclaimer -
This Video for education purposes