Creating Your First Dashboard

How to Create Your First Dashboard

To create your first dashboard:

  1. Click the (+) icon on the top right.

  2. Choose a Dashboard type.

  1. Use the filters to decide which Salesforce org’s data you want to see, as well as the timeframe. Orgs that haven’t had any deployments will not be listed.

    • We currently support data up to one year old.

  1. Select the reports you want to include in this dashboard. Use the description to specify what you can generate with each report.

  1. Click Save.

  1. Enjoy your dashboard.

  1. On each report, click the “See report” link to see more details and a useful explanation of how to interpret this data.

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