Reading a Dashboard
Reading a Dashboard
Before building, it helps to know how to use a dashboard someone else built.
Anatomy
A dashboard is a canvas of widgets: charts, number tiles, tables, and filter controls. Widgets are wired together — clicking a bar in one chart can filter every other widget on the page.
Global filters
Most dashboards expose a filter panel or filter widgets at the top — date ranges, owners, regions. These apply globally, on top of any single-chart selections.
Refresh & data freshness
A small clock or refresh icon usually shows when the underlying dataset last synced. Dashboards don't query Salesforce live; they query the dataset, which is only as fresh as its last dataflow/recipe run.
What you'll learn next
Next: filtering, faceting, and drilling into a chart to answer a specific question.
Explorer & Dashboard Editor
Tour the Explorer for ad-hoc querying and the Dashboard Editor's canvas, widget panel, and layout tools.
Filtering, Faceting & Drilling Down
Use facets, filters, and drill-downs to narrow a dashboard down to the exact slice of data you need.