Using dashboards to visualize data

While reports allow you to gather and filter information, dashboards allow you to visualize various reports together through dashboard components. A dashboard is always built as an overlay to reports. We built an example report in the previous section, so now, let's add this report to a dashboard component:

1. Click on the Dashboards tab (1) to start the process, as shown in the following screenshot:

2. Then, click on New Dashboard (2). You can name it anything you like; I have named my dashboard Account and Contact Dashboard (1).

3. This dashboard will be added to my Private Dashboards folder (2), which means it will only be visible to me. Once I've finished building it, I can choose to move it to a public folder that can be widely shared. Click on Create (3).
4. After creating a private dashboard, we'll land on the dashboard builder...