What Is A Salesforce Dynamic Dashboard? | Blog

4.    Now on the screen, click the small gear icon next to the Save button to open the properties window. In the View Dashboard As settings, select the dashboard viewer. This refers to the logged-in user. Click Save.
5.    The dashboard has been converted into a Salesforce dynamic dashboard.
6.    You can click the + Component button to add required components to the dashboard and then save it.

The dashboard is now a Salesforce dynamic dashboard, which means it will show data according to logged-in user access levels. Users will not be able to see data for inaccessible records. Thus, it’s more secure than a standard dashboard.

Tips For Getting The Most Out Of Salesforce Financial Dashboards

Salesforce financial dashboards are a perfect way to present an overall financial overview to top management. Salesforce pulls data from different objects and fields into these dashboards, which are created from report components.

To get the most out of your financial dashboards, follow these tips:

1. Instead of creating multiple dashboards for different levels of access, consider creating one Salesforce financial dynamic dashboard that shows different data to different users. For example, the CEO has the highest level of access and will see all the company’s data, such as the P&L report for the entire business. Meanwhile, the head of the e-commerce department will only see the P&L report for that department.
2. There’s a dynamic dashboards limit in Salesforce for each org. In the Salesforce Enterprise Edition, you can create up to five Salesforce dynamic dashboards. With the Performance Edition and the Unlimited Edition, you can create 10 dynamic dashboards. With the Developer Edition, you’ll be able to set up three dynamic dashboards. You can ask your Salesforce account executive about increasing the limit in the Enterprise, Performance, and Unlimited editions as a paid feature.
3. Since there are limitations on the number of dynamic dashboards you can create in your Salesforce org, you should plan out the number of dynamic financial dashboards you’ll want before creating them.

Learn more about the greatest financial dashboards for your business in our guide, 20 Best Financial Dashboards for Making Business Decisions.

Top Financial Dashboards Available With Salesforce Accounting Software

Accounting Seed is one of the top-rated apps on the Salesforce AppExchange, combining general ledger, accounts receivable, accounts payable, project accounting, fund accounting, automated billing, inventory management, configurable invoice formats, and online payment processing in one easy-to-use platform.

Accounting Seed’s Salesforce native accounting platform makes the Salesforce tool much more powerful. The Salesforce CRM platform handles the front-office experience, while Accounting Seed takes over back-office management. With Accounting Seed, your organization has access to all the financial information needed to create reports and dashboards, all within the Salesforce Platform.

Here are the top dashboards you can use with Accounting Seed’s Salesforce integration:

1. Management Dashboards: You can create management dashboards with Accounting Seed that use management reports that display transactional data. These dashboards include interactive charts and graphics that the user can fine-tune to drill down into the data.
2. Standard Financial Dashboards: The Salesforce standard financial dashboards use financial reports to share traditional accounting analyses of your data. They help your users access transactional data and filter by ledger and accounting variables. You can access the following reports with the standard dashboards:

• • • Profit and Loss
    • Profit and Loss vs Budget
    • Balance Sheet
    • Trial Balance
    • Cash Flow
    • Ledger Inquiry

3.    Custom Financial Dashboards: You can create custom financial dashboards with Accounting Seed that support custom calculations. Some custom dashboards often used by customers are:

• • • Reporting multiple entity consolidated results.
    • Custom profit and loss analysis.
    • Department budgeting.

Find out how you can use Accounting Seed to transform financial workflows in Salesforce and power your financial dashboards all within the same platform. Request a demo of Accounting Seed today.

Salesforce Dynamic Dashboards—Key Takeaways

To leverage the full potential of the powerful Salesforce CRM platform, you need to use the different levels of dashboards Salesforce offers. Some of these dashboards are pre-built and some are custom-made. All of them will help you analyze your company’s performance so you can make more informed, data-driven decisions. Here are a few key takeaways:

1. You can use Salesforce dynamic dashboards to limit the number of dashboards you need to create and maintain. You can set up one dynamic dashboard that shares data with stakeholders who have different levels of access to the records in the Salesforce Platform.
2. There are limits to the numbers of dynamic dashboards you can use in Salesforce, depending on the Salesforce edition you subscribe to. Plan your dashboard deployment accordingly.
3. Accounting Seed’s financial dashboards can unlock both backend and frontend insights for your organization, all within the Salesforce CRM platform.