Get Cloudy Consulting'^'s dashboard shows all of the company's key performance indicators (KPls) in one view. The company's Salesforce associate is asked to add functionality that allows the…

The correct answer is B. Add a Region filter to the dashboard. Dynamic Dashboard Filters allow a viewer to filter an entire dashboard by a field value - such as Region - without needing separate dashboards. Adding a Region filter to the existing dashboard lets users toggle between regions to see the same KPIs scoped to each region, all in…

Reports & Dashboards

Question

Get Cloudy Consulting'^'s dashboard shows all of the company's key performance indicators (KPls) in one view. The company's Salesforce associate is asked to add functionality that allows the dashboard to show all the same KPls for each of the regions. How should the associate add this functionality?

Options

ACreate new dashboards for each region.
BAdd a Region filter to the dashboard.
CUse an analytics package from the AppExchange.

How the community answered

(28 responses)

A
7% (2)
B
75% (21)
C
18% (5)

Explanation

Dynamic Dashboard Filters allow a viewer to filter an entire dashboard by a field value - such as Region - without needing separate dashboards. Adding a Region filter to the existing dashboard lets users toggle between regions to see the same KPIs scoped to each region, all in a single dashboard. Option A (creating new dashboards per region) is inefficient and creates a maintenance burden. Option C (using an AppExchange package) is unnecessary since this is a native Salesforce Dashboard capability that requires no third-party tools.

Topics

#Salesforce Dashboards#Dashboard Filters#Reporting & Analytics#KPIs

Community Discussion

No community discussion yet for this question.

Full SALESFORCE-ASSOCIATE Practice