Visualize Your Data with the Lightning Dashboard Builder

Visualize Your Data with the Lightning Dashboard Builder

https://trailhead.salesforce.com/content/learn/modules/lex_implementation_reports_dashboards/lex_implementation_reports_dashboards_visualizing_data?trail_id=force_com_admin_beginner 

Lightning Experience용 보고서 및 대시보드

 

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