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)
- 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.
