Learn what a Salesforce Dynamic Dashboard is, how to create one, and why it’s better than static dashboards. Explore benefits, features, and use cases.
Dadhich Rami 
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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. That’s what a Salesforce dynamic dashboard is used for (more user friendly way to monitor performance, track KPIs, etc). It’s like a smart dashboard screen that changes every time depending on the job role and position of the team member.
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.
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 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.
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
Step 2: Edit and Configure Dashboard Settings
Step 3: Add Components
Step 4: Set Dynamic Dashboard View
Step 5: Save and Share
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.
Dynamic dashboards in salesforce are like having a personal assistant who shows you only the information you need. Here’s why they are great:
| 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 |
Here are some of the top features that sets them apart from static one:
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.
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.
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
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.
Dashboards can be stored in folders with some sharing settings, allowing easy access control and collaboration across teams or other departments.
You can apply filters directly on the dashboard, enabling users to explore different segments without leaving the page or creation of multiple dashboards.
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.
Dynamic dashboards are effective to use in several business scenarios, including:
While these are very useful, they also contains few limitations about which you should be aware of:
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.
Dadhich Rami is an experienced professional with over 8 years in the tech industry, specializing in both Android development and Salesforce solutions. He began his career as an Android developer, focusing on creating user-friendly and efficient mobile applications. Over time, Dadhich expanded his expertise to Salesforce, where he has customized and optimized CRM systems to meet diverse business requirements. Alongside his development skills, Dadhich now works as a project manager, leading teams to successfully deliver projects that are on time, aligned with business goals, and equipped with the right technical solutions. With a strong background in both development and project management, Dadhich is dedicated to producing high-quality work and bringing innovative ideas to every project he undertakes.