Dynamic Dashboard in Salesforce

Salesforce is a cloud-based CRM platform designed to support 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 you exactly what you need to see, no extra matter, just your data to work upon according to your job. A Salesforce dynamic dashboard displays only the information that matters to each user no clutter, just the data they need to do their job effectively.

It offers a user-friendly way to monitor performance, track key metrics, and stay focused on goals. What makes it powerful is its ability to adjust based on the user’s role or position, showing personalized data for every team member. That’s why Salesforce Dynamic Dashboard development is a valuable solution for businesses that want clear, role-based insights at a glance.

In 2025, when businesses want fast, personal insights, these dashboards are very useful. In this detailed blog, we’ll go deep into what they are, how to create them, and why they’re better than static dashboards.

What is a Salesforce Dynamic Dashboard?

A dynamic dashboard in Salesforce is a special kind of dashboard that shows different data or reports to different people, based on their role or position in the company. For example, A Sales manager and a sales person can view the same dashboard, but each will see only their own relatable team or personal performance metrics in the dashboard.

It pulls information from Salesforce reports (like lists of deals or customers, etc) and adjusts the dashboard automatically according to the access so that everyone gets the right data view without any need to create multiple versions of the same dashboard for each person.​

It’s built dashboard in Salesforce Lightning, the current version of Salesforce, and shows things like graphs, numbers, or progress bars. It happens because it checks who you are and what you’re allowed to see, making sure that your data is 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 is much easier than it sounds. Here is how to create it 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 folder permissions to control access.

NOTE: First, make sure your profile has the “Manage Dynamic Dashboards” permission. If you are not allowed to do so, ask your Salesforce admin to allow it before starting.

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 great:

• Personalized Views: Each user or member will see only the data relevant to their role.
• Time Saving: No need to build multiple dashboards for different team members or roles, one for all.
• Continuous Working: If your team gets bigger in the future, this type of dashboard still works without extra efforts or work.
• Improved Decision Making: With only your real time data, role specific data, you can make decisions more informed and faster.

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 sets them apart from static one:

User Specific Views

It shows data based on the user’s access and role. It means every team member sees only the data relevant or permitted to them.

Real-Time Data

These types of dashboards display data in real time, which helps users to 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 a variety of report components to present your data in the most accurate way for your audience

Data Security & Access Control

Every user sees only what they’re allowed to see based on their profile, role, and sharing rules which helps you maintain data integrity and confidentiality.

Folder Based Sharing

Dashboards can be stored in folders with some sharing settings, allowing easy access control and collaboration across teams or other departments.

Dashboard Filters

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

Mobile-Friendly Experience

Are already optimised for the use of both desktop and mobile users, so they can track performance and metrics on the go with mobile only.

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

• Keep It clean and avoid unorganised data, focus only on the most important metrics for the user.
• Use dashboard filters where possible to give users more control.
• Regularly check for user roles and access to ensure sensitive data isn’t exposed.
• Always preview the dashboard before sharing, as different roles work as intended.

Common Use Cases

Dynamic dashboards are effective to use in several business scenarios, including:

• Sales Team Performance Tracking: It allows each sales representative to see their own KPIs, like closed deals or lead conversion rates, from a shared dashboard.
• Customer Support Analytics: In this support agents can track their own ticket resolutions, response times, and customer satisfaction scores.
• Marketing Campaign Monitoring: Marketers can view campaign ROI, lead generation statistics, and engagement metrics which are relevant to their own workings.
• Project Management Oversight: Project managers can monitor the progress of their specific projects, resources, and measure risks, without accessing the unrelated data.

Limitations of Dynamic Dashboards

While these are very useful, they also contains few limitations about which 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 other components, it may load more slowly when used dynamically.

Conclusion:

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

Salesforce dynamic dashboards are like a custom platform for your data, everyone gets their own dashboard. They’re easy to build, save you more time, and help you make better choices and decisions by showing your information only. Follow the above mentioned steps to create one for your business, and think about how it could help your team, no matter if you’re in sales, support, or anything else.