Dynamic Dashboard in Salesforce

Salesforce is a cloud-based CRM platform that supports business development by streamlining customer data management, optimizing sales operations, and providing clear visual insights into key business processes.

It is a dashboard that shows exactly what you need to see – no extra content, just your data to work with for your job. A Salesforce dynamic dashboard displays only the information that matters to each user – no clutter, just the data needed to do their job effectively.

It provides a user-friendly way to monitor performance, track key metrics, and stay focused on goals. Its strength is the ability to adjust based on the user’s role or position, displaying personalized data for each team member. This makes Salesforce Dynamic Dashboard development a valuable solution for businesses seeking clear, role-based insights at a glance.

In 2025, as businesses require fast, personalized insights, these dashboards are extremely useful. In this detailed blog, we’ll explore what they are, how to create them, and why they are better than static dashboards.

What is a Salesforce Dynamic Dashboard?

A dynamic dashboard in Salesforce is a specialized dashboard that displays different data or reports to users based on their role or position in the company. For example, a sales manager and a salesperson can view the same dashboard, but each will see only the performance metrics relevant to their team or themselves.

It pulls information from Salesforce reports (such as lists of deals or customers) and automatically adjusts the dashboard based on access, so everyone sees the correct data without needing to create multiple versions of the same dashboard for each person.

It’s a dashboard built in Salesforce Lightning, the current version of Salesforce, and displays items such as graphs, numbers, and progress bars. It works by checking your identity and permissions, ensuring your data remains personal and secure.

Step by Step Guide to create a Salesforce Dynamic Dashboard

If you’ve never built a dynamic dashboard before, don’t worry – it’s much easier than it sounds. Here’s how to create one in Salesforce Lightning:

Step 1: Navigate to the Dashboards Tab

• Log in to your Salesforce Lightning account.​
• On the top navigation bar, click on the “Dashboards” tab.​
• Click “Create New Dashboard” or select an existing one from the list if you want.

Step 2: Edit and Configure Dashboard Settings

• Once the dashboard loads, click “Edit” in the top right corner.​
• Click the gear icon to open dashboard settings.
• Give it a name and select a folder location to save it in.
• Click “Create” to start designing your dashboard layout.

Step 3: Add Components

• You’ll see a blank screen with a toolbar. Click “+ Component.”​
• Select a report and click “Select.”
• Drag and drop components like charts, graphs, or tables onto the canvas.
• Change the title, colors, and formats (optional). Once done, click “Add.”

Step 4: Set Dynamic Dashboard View

• Click on the gear icon at the top (it opens a pop-up window for ‘Dashboard Properties).​
• Scroll and look for “View Dashboard As” section (default option selected as ‘Me’)
• To make your dashboard dynamic, Choose “The Dashboard Viewer” (This allows each user to view the dashboard with data based on their access and role.)
• Check the checkbox to confirm the selection, then click on the “Save” button.

Step 5: Save and Share

• Click “Save” in the top right corner of the main dashboard screen.​
• Then click “Done” to finalize all your changes.
• Refresh the page to preview your new Dynamic Dashboard.

To adjust viewing options later:

• Click “Change” under the dashboard name ribbon.
• Select a different user or view mode from the dropdown. Salesforce will update the dashboard accordingly.

You can share the dashboard with your team by managing the folder permissions to control access.

NOTE: First, ensure your profile has the “Manage Dynamic Dashboards” permission. If you do not have this permission, ask your Salesforce admin to grant it before you begin.

How Dynamic Dashboards in Salesforce are Beneficial?

Dynamic dashboards in Salesforce are like having a personal assistant who shows you only the information you need. Here’s why they are valuable:

• Personalized Views: Each user or member sees only the data relevant to their role.
• Time Saving: No need to build multiple dashboards for different team members or roles; one dashboard works for all.
• Continuous Operation: If your team grows in the future, this type of dashboard continues to work without additional effort.
• Improved Decision Making: With real-time, role-specific data, you can make more informed and faster decisions.

Benefits of Dynamic Dashboards Over Static Dashboards

Benefits	Dynamic Dashboards	Static Dashboards
User Personalization	Yes	No
Security Control	High (based on user role)	Limited
Maintenance	Easier (single version)	Harder (multiple versions)
Scalability	Excellent	Poor
Reusability	High	Low

Key Features of Salesforce Dynamic Dashboards

Here are some of the top features that set them apart from static ones:

User Specific Views

It displays data based on the user’s access and role, so each team member sees only the data relevant or permitted to them.

Real-Time Data

These types of dashboards display data in real time, helping users take quick action based on the most current information available in Salesforce.

Customizable Components

From pie charts and bar graphs to metrics and tables, you can add various report components to present your data as accurately as possible for your audience.

Data Security & Access Control

Each user sees only what they are permitted to view based on their profile, role, and sharing rules, which helps maintain data integrity and confidentiality.

Folder Based Sharing

Dashboards can be stored in folders with specific sharing settings, enabling easy access control and collaboration across teams and departments.

Dashboard Filters

You can apply filters directly on the dashboard, enabling users to explore different segments without leaving the page or creating multiple dashboards.

Mobile-Friendly Experience

They are already optimized for both desktop and mobile users, allowing users to track performance and metrics on the go using only their mobile devices.

Best Practices: To get the most results out of it:

• Keep it clean and avoid unorganized data; focus only on the most important metrics for the user.
• Use dashboard filters when possible to give users more control.
• Regularly check user roles and access to ensure sensitive data is not exposed.
• Always preview the dashboard before sharing to ensure different roles work as intended.

Common Use Cases

Dynamic dashboards are effective in several business scenarios, including:

• Sales Team Performance Tracking: Each sales representative can view their own KPIs, such as closed deals and lead conversion rates, on a shared dashboard.
• Customer Support Analytics: Support agents can track their ticket resolutions, response times, and customer satisfaction scores.
• Marketing Campaign Monitoring: Marketers can view campaign ROI, lead generation statistics, and engagement metrics relevant to their work.
• Project Management Oversight: Project managers can monitor the progress of their projects, resources, and assess risks without accessing unrelated data.

Limitations of Dynamic Dashboards

While these are very useful, they also contain a few limitations you should be aware of:

• Salesforce Enterprise Edition allows up to 5 dynamic dashboards.
• Unlimited and Performance Editions allow up to 10.
• You can request additional dashboards through Salesforce Support if needed.
• Unlike static dashboards, you cannot schedule refreshes for dynamic dashboards; they must be manually refreshed.
• If your dashboard pulls data from large reports or many components, it may load more slowly when used dynamically.

Conclusion:

If your team has multiple roles or departments that need different views of the same metrics, dynamic dashboards are the smarter option.

Salesforce Dashboard Creation provides a customized platform for your data, allowing each person to have their own dashboard. Dashboards are easy to build, save time, and help you make better decisions by displaying only your information. Follow the steps above to create one for your business, and consider how it could benefit your team, whether in sales, support, or another department.