Create new Salesforce Dashboard
Others
- OKR Reports
- OKRify Dashboards
- Create Teams and Team Members
- Create Periods
- Settings
- Setup Email Notification
- Update Email Template – Key Result Overdue Notifications
- Create New Salesforce Report
- Create new Salesforce Dashboard
- How to search for Tags
- View risk and progress for Objectives and Key Results
- Notifications for Overdue Key Results
- OKR Buttons for Related Objects
- Add an Object as a custom field on OKR
Similar to reports, Salesforce also provides the ability to create Dashboards in which reports or charts based on reports can be easily added. OKRify provides the following pre built dashboards
- Org Risk (Current Qtr)
- Team (Current Qtr)
- Insights (Current Qtr)
- Company Objectives
- Team Review (Last Qtr)
- Org Review (Last Qtr)
- Review (All periods)
To create a new Dashboard
- Go to Dashboard and click New Dashboard.
- Enter Name for Dashboard, Description and select a folder. If a new folder is required create a new folder before saving the dashboard.

- Click Component to add a new component to the Salesforce Dashboard

- Select the report you want to add to Salesforce Dashboard and click Select.

- Select “Use chart settings from Report” or select a chart type to use in the custom Salesforce Dashboard. Once a chart type is selected, the chart can be viewed as a preview.

- Add more components and resize each component as required. Save the custom Dashboard.