Summary  
This chapter covers creating and customizing interactive dashboard components by adding chart widgets, binding data sources to visuals, defining threshold-based segments, and adjusting styling and layout.  

General domain of usage  
Data analytics dashboards

Unlike reports, which focus on data tables and lists, dashboards provide a visual representation of data. This allows for quick insights and performance tracking.

What is the main purpose of a dashboard in Salesforce?

What type of visualization is best for tracking sales performance over time?

Це вступний курс для початківців, які раніше не використовували CRM, але повинні будуть працювати із Salesforce як основною частиною своєї роботи. До таких посад належать бізнес-аналітики, маркетологи, PR-фахівці, контент-райтери та всі, хто може бути залучений до роботи із Salesforce у різних ролях (один маркетолог може зосереджуватися на кваліфікації лідів, інший — на закритті можливостей, ще один — на керуванні розкладом електронних листів). Все більше таких посад вимагають знань Salesforce (або інших CRM), і це стає бар'єром для працевлаштування.

You'll get crystal clear on why Salesforce is such a game-changer for businesses by diving into a relatable real-world scenario. Through the story of EcoMarket Deliveries, you'll explore the common pain points businesses face without a structured CRM system—from disorganized data to missed opportunities—and discover exactly how Salesforce solves these challenges with powerful, streamlined solutions.

Learn to navigate and customize the Salesforce interface while mastering key concepts like leads, opportunities, accounts, and contacts. Tackle real-world challenges with EcoMarket Deliveries, from adding new leads manually to bulk importing them efficiently. Gain practical skills to qualify and convert leads, moving them through the sales funnel to drive business success.

Learn to turn prospects into customers using EcoMarket strategies, understand what opportunities signify, and get hands-on with creating and editing opportunity records. Explore sales stages for revenue forecasting and discover how to associate products or services with deals to enhance your sales workflow.

Learn to set up Salesforce Service Cloud, manage cases, and leverage the Knowledge Panel for enhanced customer support.

Discover how to segment emails, apply advanced filters, and automate communications using Merge Mail. Improve response times and maintain consistency in messaging with Salesforce's built-in email optimization features.

Master Salesforce reporting and analytics by creating reports, dashboards, and leveraging data insights.

How to Use Dashboards & Widgets for Data Visualization

1. What is the main purpose of a dashboard in Salesforce?

2. What type of visualization is best for tracking sales performance over time?

Awesome!

How to Use Dashboards & Widgets for Data Visualization

1. What is the main purpose of a dashboard in Salesforce?

2. What type of visualization is best for tracking sales performance over time?