A Dashboard is a visual aggregation of one or more reports — charts, gauges, metrics, tables — assembled on a single canvas for at-a-glance consumption.
Key components:
- Source reports — every dashboard component is fed by a saved report. The dashboard caches the report's results and can refresh on a schedule or on demand.
- Components — chart types include bar, column, line, donut, funnel, gauge, metric, and table. Each pulls from one source report.
- Filters — dashboard filters let viewers slice all components together (by region, by stage, by date range).
- Running User — the dashboard runs as a specific user's permissions. The default is "Run as logged-in user" (each viewer sees their own data) or "Run as me" (everyone sees the dashboard creator's data — useful for execs who need consolidated views).
- Dynamic Dashboards — a paid feature where the running user can be the logged-in user, removing the need for one dashboard per role. Standard dashboards limit Dynamic ones to 5 per org (Enterprise).
Dashboards live in folders with their own sharing, so dashboard access doesn't follow report access automatically — both must be granted.