[{"data":1,"prerenderedAt":429},["ShallowReactive",2],{"navigation":3,"page-\u002Fen\u002Fdesigning-dashboards\u002Flinking-dashboards":250,"\u002Fen\u002Fdesigning-dashboards\u002Flinking-dashboards-surround":423,"comments-\u002Fen\u002Fdesigning-dashboards\u002Flinking-dashboards":428},[4],{"title":5,"path":6,"stem":7,"children":8,"page":249},"En","\u002Fen","en",[9,53,87,129,163,200,242],{"title":10,"path":11,"stem":12,"children":13,"icon":52},"CRM Analytics Foundations","\u002Fen\u002Ffoundations","en\u002F1.foundations\u002F1.index",[14,16,20,24,28,32,36,40,44,48],{"title":15,"path":11,"stem":12},"Welcome & Dev Org",{"title":17,"path":18,"stem":19},"Graded Quiz","\u002Fen\u002Ffoundations\u002Fquiz","en\u002F1.foundations\u002F10.quiz",{"title":21,"path":22,"stem":23},"What Is CRM 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Steps","\u002Fen\u002Ffoundations\u002Fsix-steps-and-interview-prep","en\u002F1.foundations\u002F8.six-steps-and-interview-prep",{"title":49,"path":50,"stem":51},"Interview Questions","\u002Fen\u002Ffoundations\u002Finterview-questions","en\u002F1.foundations\u002F9.interview-questions","i-lucide-compass",{"title":54,"path":55,"stem":56,"children":57,"icon":86},"Setup & User Provisioning","\u002Fen\u002Fsetup","en\u002F2.setup\u002F1.index",[58,60,64,68,72,76,80,83],{"title":59,"path":55,"stem":56},"Provisioning Users",{"title":61,"path":62,"stem":63},"Licenses & Permissions","\u002Fen\u002Fsetup\u002Flicenses-and-permission-sets","en\u002F2.setup\u002F2.licenses-and-permission-sets",{"title":65,"path":66,"stem":67},"Integration User","\u002Fen\u002Fsetup\u002Fthe-integration-user","en\u002F2.setup\u002F3.the-integration-user",{"title":69,"path":70,"stem":71},"Security User","\u002Fen\u002Fsetup\u002Fthe-security-user","en\u002F2.setup\u002F4.the-security-user",{"title":73,"path":74,"stem":75},"Analytics Settings","\u002Fen\u002Fsetup\u002Fanalytics-settings","en\u002F2.setup\u002F5.analytics-settings",{"title":77,"path":78,"stem":79},"Hands-On Access","\u002Fen\u002Fsetup\u002Fhands-on-assigning-access","en\u002F2.setup\u002F6.hands-on-assigning-access",{"title":17,"path":81,"stem":82},"\u002Fen\u002Fsetup\u002Fquiz","en\u002F2.setup\u002F7.quiz",{"title":49,"path":84,"stem":85},"\u002Fen\u002Fsetup\u002Finterview-questions","en\u002F2.setup\u002F8.interview-questions","i-lucide-settings-2",{"title":88,"path":89,"stem":90,"children":91,"icon":128},"Creating Datasets","\u002Fen\u002Fcreating-datasets","en\u002F3.creating-datasets\u002F1.index",[92,94,97,101,105,109,113,117,121,125],{"title":93,"path":89,"stem":90},"What Is a Dataset?",{"title":17,"path":95,"stem":96},"\u002Fen\u002Fcreating-datasets\u002Fquiz","en\u002F3.creating-datasets\u002F10.quiz",{"title":98,"path":99,"stem":100},"The Data Landscape","\u002Fen\u002Fcreating-datasets\u002Fthe-data-landscape","en\u002F3.creating-datasets\u002F2.the-data-landscape",{"title":102,"path":103,"stem":104},"Upload a CSV","\u002Fen\u002Fcreating-datasets\u002Fload-data-from-csv","en\u002F3.creating-datasets\u002F3.load-data-from-csv",{"title":106,"path":107,"stem":108},"Grain, Lookups & Joins","\u002Fen\u002Fcreating-datasets\u002Fgrain-lookups-and-joins","en\u002F3.creating-datasets\u002F4.grain-lookups-and-joins",{"title":110,"path":111,"stem":112},"Dataset Builder","\u002Fen\u002Fcreating-datasets\u002Fbuild-with-dataset-builder","en\u002F3.creating-datasets\u002F5.build-with-dataset-builder",{"title":114,"path":115,"stem":116},"Run the Dataflow","\u002Fen\u002Fcreating-datasets\u002Frun-and-troubleshoot-the-dataflow","en\u002F3.creating-datasets\u002F6.run-and-troubleshoot-the-dataflow",{"title":118,"path":119,"stem":120},"Build with a Recipe","\u002Fen\u002Fcreating-datasets\u002Fbuild-the-same-dataset-with-a-recipe","en\u002F3.creating-datasets\u002F7.build-the-same-dataset-with-a-recipe",{"title":122,"path":123,"stem":124},"Combine Datasets","\u002Fen\u002Fcreating-datasets\u002Fcombine-datasets","en\u002F3.creating-datasets\u002F8.combine-datasets",{"title":49,"path":126,"stem":127},"\u002Fen\u002Fcreating-datasets\u002Finterview-questions","en\u002F3.creating-datasets\u002F9.interview-questions","i-lucide-database",{"title":130,"path":131,"stem":132,"children":133,"icon":162},"Lenses & Explorations","\u002Fen\u002Flenses-and-explorations","en\u002F4.lenses-and-explorations\u002F1.index",[134,136,140,144,148,152,156,159],{"title":135,"path":131,"stem":132},"What Is a Lens?",{"title":137,"path":138,"stem":139},"Analytics Tab & Apps","\u002Fen\u002Flenses-and-explorations\u002Fthe-analytics-tab-and-apps","en\u002F4.lenses-and-explorations\u002F2.the-analytics-tab-and-apps",{"title":141,"path":142,"stem":143},"Explorer Mode Basics","\u002Fen\u002Flenses-and-explorations\u002Fexplorer-mode-basics","en\u002F4.lenses-and-explorations\u002F3.explorer-mode-basics",{"title":145,"path":146,"stem":147},"Chart, Table & SAQL","\u002Fen\u002Flenses-and-explorations\u002Fchart-table-and-saql-modes","en\u002F4.lenses-and-explorations\u002F4.chart-table-and-saql-modes",{"title":149,"path":150,"stem":151},"Editing Fields","\u002Fen\u002Flenses-and-explorations\u002Fediting-fields-and-metadata","en\u002F4.lenses-and-explorations\u002F5.editing-fields-and-metadata",{"title":153,"path":154,"stem":155},"Conversational Analytics","\u002Fen\u002Flenses-and-explorations\u002Fconversational-analytics","en\u002F4.lenses-and-explorations\u002F6.conversational-analytics",{"title":17,"path":157,"stem":158},"\u002Fen\u002Flenses-and-explorations\u002Fquiz","en\u002F4.lenses-and-explorations\u002F7.quiz",{"title":49,"path":160,"stem":161},"\u002Fen\u002Flenses-and-explorations\u002Finterview-questions","en\u002F4.lenses-and-explorations\u002F8.interview-questions","i-lucide-search",{"title":164,"path":165,"stem":166,"children":167,"icon":199},"Designing Dashboards","\u002Fen\u002Fdesigning-dashboards","en\u002F5.designing-dashboards\u002F1.index",[168,169,173,177,181,185,189,193,196],{"title":164,"path":165,"stem":166},{"title":170,"path":171,"stem":172},"Conditional Formatting","\u002Fen\u002Fdesigning-dashboards\u002Fconditional-formatting","en\u002F5.designing-dashboards\u002F2.conditional-formatting",{"title":174,"path":175,"stem":176},"Date Toggles & Faceting","\u002Fen\u002Fdesigning-dashboards\u002Fdate-toggles-and-faceting","en\u002F5.designing-dashboards\u002F3.date-toggles-and-faceting",{"title":178,"path":179,"stem":180},"Tables, Images & Themes","\u002Fen\u002Fdesigning-dashboards\u002Ftables-images-and-themes","en\u002F5.designing-dashboards\u002F4.tables-images-and-themes",{"title":182,"path":183,"stem":184},"Tooltips & Chart Markers","\u002Fen\u002Fdesigning-dashboards\u002Ftooltips-and-chart-markers","en\u002F5.designing-dashboards\u002F5.tooltips-and-chart-markers",{"title":186,"path":187,"stem":188},"KPI Micro Charts","\u002Fen\u002Fdesigning-dashboards\u002Fkpi-micro-charts","en\u002F5.designing-dashboards\u002F6.kpi-micro-charts",{"title":190,"path":191,"stem":192},"Linking Dashboards","\u002Fen\u002Fdesigning-dashboards\u002Flinking-dashboards","en\u002F5.designing-dashboards\u002F7.linking-dashboards",{"title":17,"path":194,"stem":195},"\u002Fen\u002Fdesigning-dashboards\u002Fquiz","en\u002F5.designing-dashboards\u002F8.quiz",{"title":49,"path":197,"stem":198},"\u002Fen\u002Fdesigning-dashboards\u002Finterview-questions","en\u002F5.designing-dashboards\u002F9.interview-questions","i-lucide-layout-dashboard",{"title":201,"path":202,"stem":203,"children":204,"icon":241},"Collaboration","\u002Fen\u002Fcollaboration","en\u002F6.collaboration\u002F1.index",[205,207,210,214,218,222,226,230,234,238],{"title":206,"path":202,"stem":203},"Why Collaboration Matters",{"title":49,"path":208,"stem":209},"\u002Fen\u002Fcollaboration\u002Finterview-questions","en\u002F6.collaboration\u002F10.interview-questions",{"title":211,"path":212,"stem":213},"Sharing a Dashboard","\u002Fen\u002Fcollaboration\u002Fsharing-a-dashboard","en\u002F6.collaboration\u002F2.sharing-a-dashboard",{"title":215,"path":216,"stem":217},"Notifications & Annotations","\u002Fen\u002Fcollaboration\u002Fnotifications-and-annotations","en\u002F6.collaboration\u002F3.notifications-and-annotations",{"title":219,"path":220,"stem":221},"Downloading Data","\u002Fen\u002Fcollaboration\u002Fdownloading-data","en\u002F6.collaboration\u002F4.downloading-data",{"title":223,"path":224,"stem":225},"Self-Service Explore","\u002Fen\u002Fcollaboration\u002Fself-service-exploration","en\u002F6.collaboration\u002F5.self-service-exploration",{"title":227,"path":228,"stem":229},"Views","\u002Fen\u002Fcollaboration\u002Fviews","en\u002F6.collaboration\u002F6.views",{"title":231,"path":232,"stem":233},"Subscriptions & Watchlists","\u002Fen\u002Fcollaboration\u002Fsubscriptions-and-watchlists","en\u002F6.collaboration\u002F7.subscriptions-and-watchlists",{"title":235,"path":236,"stem":237},"Onboarding & Learn","\u002Fen\u002Fcollaboration\u002Fonboarding-and-learn","en\u002F6.collaboration\u002F8.onboarding-and-learn",{"title":17,"path":239,"stem":240},"\u002Fen\u002Fcollaboration\u002Fquiz","en\u002F6.collaboration\u002F9.quiz","i-lucide-users",{"title":243,"path":244,"stem":245,"children":246,"icon":248},"This is Section","\u002Fen\u002Fthis-is-section","en\u002F7.this-is-section\u002F1.index",[247],{"title":243,"path":244,"stem":245},"i-lucide-book-open",false,{"id":251,"title":252,"access":253,"body":254,"description":413,"extension":414,"interview":253,"links":253,"meta":415,"navigation":416,"passScore":253,"path":191,"quiz":253,"seo":417,"stem":192,"video":418,"__hash__":422},"docs\u002Fen\u002F5.designing-dashboards\u002F7.linking-dashboards.md","Linking Dashboards Together",null,{"type":255,"value":256,"toc":403},"minimark",[257,261,270,277,282,285,290,293,297,300,311,314,318,329,333,340,343,347,351,358,361,364,372,382,385,389,392],[258,259,252],"h1",{"id":260},"linking-dashboards-together",[262,263,264,265,269],"p",{},"One dashboard can't answer everything. Try and you get a scrolling monster nobody reads. The better pattern is a ",[266,267,268],"strong",{},"set"," of focused dashboards — a summary, a pipeline detail, an activity view — connected so the user moves between them without ever touching the navigation menu.",[262,271,272,273,276],{},"The ",[266,274,275],{},"link"," widget is how you build that, and it does considerably more than open a URL.",[278,279,281],"h2",{"id":280},"what-a-link-can-point-to","What a link can point to",[262,283,284],{},"Drag a link widget onto the canvas and its properties ask for a destination. You have three choices:",[286,287],"lesson-cards",{":columns":288,":items":289},"3","[{\"title\":\"A saved dashboard\",\"icon\":\"i-lucide-layout-dashboard\",\"description\":\"Pick any dashboard in the org from a picker. The most common option, and the only one that supports carrying filters across.\"},{\"title\":\"A lens\",\"icon\":\"i-lucide-search\",\"description\":\"Send the user into an exploration for ad-hoc slicing beyond what the dashboard exposes.\"},{\"title\":\"A URL\",\"icon\":\"i-lucide-external-link\",\"description\":\"Anything else — a Salesforce record page, a report, a Confluence runbook, an external tool.\"}]",[262,291,292],{},"You also control whether the target opens in the same tab or a new one. Same tab for a drill-down that's part of the flow; new tab for reference material the user will come back from.",[278,294,296],{"id":295},"carrying-filters-across","Carrying filters across",[262,298,299],{},"This is the setting that makes links genuinely powerful, and the one most people leave switched off because they never noticed it.",[262,301,302,303,306,307,310],{},"Enable ",[266,304,305],{},"apply selections \u002F apply filters"," on the link, and the user's ",[266,308,309],{},"current dashboard state travels with them",". If they've filtered to EMEA, Q3, and closed-won, they land on the target dashboard already filtered to EMEA, Q3, and closed-won.",[262,312,313],{},"Without it, the journey is: filter carefully, click through, re-apply all the same filters, lose your train of thought. With it, the two dashboards feel like one application with two views.",[315,316],"lesson-steps",{":items":317},"[{\"title\":\"Drag a link widget onto the canvas\",\"description\":\"Place it where the user will look for it — usually a header strip or beside the chart it drills from.\"},{\"title\":\"Choose the destination\",\"description\":\"Select a saved dashboard, a lens, or paste a URL.\"},{\"title\":\"Enable apply selections\",\"description\":\"Switch on the option that passes the current filters and selections to the target.\"},{\"title\":\"Set the link text\",\"description\":\"Label it with the destination and its purpose — 'Pipeline Detail', not 'Click here'.\"},{\"title\":\"Test with filters applied\",\"description\":\"Filter the source dashboard, click through, and confirm the target opens already filtered.\"}]",[319,320,322],"tip",{"icon":321},"i-lucide-triangle-alert",[262,323,324,325,328],{},"Filters only carry across cleanly when the ",[266,326,327],{},"target dashboard has compatible filters"," on a dataset with the same field names. Link a pipeline dashboard to a support dashboard on a completely different dataset and the selections have nothing to bind to. Design linked dashboards as a family from the start, on shared datasets and shared field naming, and this just works.",[278,330,332],{"id":331},"styling-a-link-like-a-tab","Styling a link like a tab",[262,334,335,336,339],{},"A link widget accepts the same styling as any other widget — background colour, font, border radius, padding. Put a row of them across the top of the dashboard, give them a filled background and a rounded top edge, and you have something the user reads unmistakably as ",[266,337,338],{},"tabs",".",[262,341,342],{},"Highlight the current one (a stronger background, or the brand colour) and grey the others, and a set of four dashboards behaves like a four-tab application. It's entirely cosmetic — there's no real tab component underneath — but users don't know that and don't need to. It's one of the highest-impact bits of styling available, because navigation is where most dashboard sets fall down.",[286,344],{":columns":345,":items":346},"2","[{\"title\":\"Keep the strip identical\",\"icon\":\"i-lucide-copy\",\"description\":\"Same links, same order, same position on every dashboard in the set. Navigation that moves between pages feels broken.\"},{\"title\":\"Mark the current page\",\"icon\":\"i-lucide-map-pin\",\"description\":\"Style the active dashboard's own link differently so the user always knows where they are.\"}]",[278,348,350],{"id":349},"the-transparent-link-over-a-container","The transparent link over a container",[262,352,353,354,357],{},"Now the trick worth stealing. A link widget renders as text, and sometimes you want a ",[266,355,356],{},"clickable image"," instead — a product tile, a team photo, a branded card that opens the relevant dashboard.",[262,359,360],{},"There's no image-button widget. You fake one convincingly:",[315,362],{":items":363},"[{\"title\":\"Drop a container widget\",\"description\":\"Place a container on the canvas and size it to the tile you want.\"},{\"title\":\"Give it a background image\",\"description\":\"In the container's properties, set a background image and choose how it fits — cover usually looks best.\"},{\"title\":\"Overlay a link widget\",\"description\":\"Drag a link widget on top of the container so it covers the same area exactly.\"},{\"title\":\"Make the link invisible\",\"description\":\"Set the link's background colour to fully transparent and its font colour to fully transparent as well.\"},{\"title\":\"Point it at the destination\",\"description\":\"Set the target dashboard and enable apply selections, then test that the whole tile clicks through.\"}]",[262,365,366,367,371],{},"The result is an image the user clicks. The link is still there, doing its job, carrying its filters — it just has nothing visible to render. Both the background ",[368,369,370],"em",{},"and"," the font colour need to go transparent; leave the text opaque and you get a stray word floating over your picture.",[319,373,375],{"icon":374},"i-lucide-lightbulb",[262,376,377,378,381],{},"Because the invisible link gives no hover feedback, add the affordance yourself: a subtle border on the container, a caption underneath, or a tooltip on the link explaining where it goes. An image that turns out to be clickable is a nice surprise; an image that ",[368,379,380],{},"looks"," clickable and is one is good design.",[262,383,384],{},"Use this for a landing page — a grid of image tiles, each opening a different area of the business. It takes two widgets per tile and it makes an analytics app feel like a product rather than a folder of reports.",[278,386,388],{"id":387},"where-this-leaves-you","Where this leaves you",[262,390,391],{},"You've now got the full design toolkit: colour that carries meaning, filters that are one click away, tables that show faces, charts that explain themselves, a KPI band that answers the headline question, and navigation that holds a set of dashboards together.",[262,393,394,395,398,399,402],{},"Test what stuck with the ",[266,396,397],{},"graded quiz",", and rehearse the ",[266,400,401],{},"interview questions"," to be ready to talk about these choices out loud.",{"title":404,"searchDepth":405,"depth":406,"links":407},"",1,2,[408,409,410,411,412],{"id":280,"depth":406,"text":281},{"id":295,"depth":406,"text":296},{"id":331,"depth":406,"text":332},{"id":349,"depth":406,"text":350},{"id":387,"depth":406,"text":388},"Use the CRM Analytics link widget to connect dashboards, lenses, and URLs — carry the user's current filters across with apply selections, style links as tabs, and build clickable image tiles with a transparent link over a container.","md",{},{"title":190},{"title":252,"description":413},{"id":419,"start":420,"end":421},"947dd51bXE4",1240,1580,"GcDPfV2B0INInvxcwU0qf-9xh5KR7SgOqFsMARHvWeM",[424,426],{"title":186,"path":187,"stem":188,"description":425,"children":-1},"Build the indicator row at the top of a CRM Analytics dashboard — timeline charts stripped down to micro charts, projected trend lines, polar gauges, and number widgets with shortened formatting. Plus how to clone a dashboard for safe experimentation.",{"title":17,"path":194,"stem":195,"description":427,"children":-1},"Take the graded CRM Analytics exam on dashboard design — conditional formatting, toggles and faceting, values tables, tooltips, chart markers, KPI micro charts, and link widgets. Score 85% to pass; questions rotate.",[],1786788923760]