Yaya za a ƙirƙiri dashboard a cikin Sales Lightce Lightning?

Yaya za a ƙirƙiri dashboard a cikin SalesForce?

Irƙirar dashboard a cikin SalesForce zai baka damar zuwa cikin sauri da kuma ingantaccen mahimman bayanai don ayyukanku. Dandalin Kasuwanci na  Haske   na  Haske   ya ƙunshi ingantaccen bayani da kake son samun dama da sauri, kuma za'a iya keɓance shi cikakke ga bukatunku. Irƙirar dashboards a cikin SalesForce aiki ne mai sauƙi kuma wajibi ne don amfani da cikakken damar yin rahoto na ainihin lokacin.

Don ƙirƙirar ɗayan, kawai je zuwa dashboards a cikin aikace-aikacen kewayawa> sabon dashboard, kuma ƙara abubuwan haɗin da suka zama dole don gani mai sauri, duba ƙasa jagoranmu cikakke akan ƙirƙirar dashboards a cikin Sigar  Haske   na Haske.

Ƙirƙiri sabon layi

Don ƙirƙirar sabon layi, farawa ta hanyar samun damar amfani dashboards daga maɓallin kewayawa akan babban allon.

Daga can, za a nuna kwanan nan kwanan nan, idan akwai wani daga cikin su. In ba haka ba, za ka iya ƙirƙirar sabon dashboard ta danna sabon maɓallin dashboard.

Dashboard halitta hanya

Mataki na farko don ƙirƙirar sabon layi shine shigar da suna ga dashboard, wanda yake da muhimmanci.

Idan kana da dashboard mai yawa, yana iya zama da amfani don shigar da bayanin, don ya dawo da sauri a nan gaba.

Haka kuma yana iya adana dashboard a cikin babban fayil da aka tsara, don samun duk ɗakunan kwamfutarka da suka dace da kyau ta ajiya ta hanyar tsari ko amfani da misali.

Ƙara kayan haɗe zuwa dashboard

Da zarar an halicci dashboard, zai zo komai, ba tare da wani abu da aka kara ba. Wasu adadin murabba'ai za su kasance samuwa, kuma za a iya ƙayyade sifofi don ƙara cika wadannan tayoyin.

Latsa maɓallin maɗallan don ƙirƙirar sabon ɓangaren.

Kayan aiki zai iya zama rahoto ko babban fayil, kuma allon na gaba zai ba da izinin bincika rahoto ko babban fayil.

Binciken rahoton ko babban fayil da za ku so a yi amfani da shi a cikin kwanan wata, kuma zaɓi shi.

Da zarar an zaba rahoton, dole ne a zabi yadda za a nuna wannan rahoto a matsayin bangaren a cikin dashboard: idan ya kasance cikakke bayanai a cikin tebur, idan ya kasance zane kamar zane ko sakon shafuka, wanda ya kamata za a yi amfani da shi a wannan bangaren, da kuma sauran zaɓuɓɓuka.

Zaɓi yadda za'a nuna rahoton, kuma gungura ƙasa gefen hagu don ganin ƙarin zaɓuɓɓuka.

Komawa cikin jerin zaɓuɓɓuka don wannan bangaren, yana yiwuwa don zaɓin ginshiƙai don nunawa a cikin rahoton, wanda ya fi dacewa idan ya sauya zuwa ginshiƙi, wanda mafi mahimmanci wasu ginshiƙai ba za su kawo wani ƙarin darajar ba.

Komawa cikin jerin zaɓuɓɓuka, ƙarin zaɓuɓɓuka suna samuwa, kamar zaɓin shafi wanda za'a tattara jigilar bayanan, wace irin ɗaurar da aka yi amfani dashi a cikin dashboard da aka halitta, ya kamata a nuna cikakkunta, da sauransu.

Shafin samfurin kayan aiki

Da zarar an zaba zaɓuɓɓuka masu dacewa, za a nuna bangaren a matsayin samfurin a cikin wannan taga, kuma za a iya canza shi har sai danna kan maɓallin ƙara don ƙara bangaren a cikin dashboard.

Kada ku yi shakka ku yi wasa tare da nau'ukan nau'ukan daban daban har sai kun gano wanda zai ba ku izini mafi kyau don ɗaukar yanke shawara ko wani mataki daga bayanin dashboard. Za a sake sabunta filin samfurin da zarar ka danna kan wani nau'in tsari.

Da zarar aka kara da dama da dama a cikin dashboard, zai zama mafi amfani, kuma ya kamata ya kasance da manufofinsa, don nuna hanzarin bayanan lokaci na ainihi dangane da rahotannin da aka zaba.

Kirkirar dashboard a cikin tallace-tallace a takaice

Don taƙaitawa, ƙirƙirar dashboard a cikin SalesForce aiki ne mai sauƙi, kuma yana da fa'idodi da sassauci da yawa. Amfani da  Haske   na  Haske   na  Haske   yana ba ku damar ɗaukar shawara mafi kyau, kuma da sauri samun dama da kuma hango bayanan da suka shafe ku, a cikin ainihin lokaci.

Mecece mafi kyawun dutsen walƙiya? Me kuke tsammani daga ƙirƙirar dashboard a cikin tallace tallace? Bari mu sani a cikin sharhi.

Tambayoyi Akai-Akai

Ta yaya za a iya tsara Dashboard da aka tsara a cikin masu amfani da kayan walwala yana inganta yanke shawara game da tsarin kasuwanci?

Dandalin da aka tsara da aka tsara sosai yana ba da izinin fahimta, kuma yana gabatar da bayanai na gani, ana yanke hukunci a cikin sauri, ba da sanarwar yanke shawara da dabarun yanke. ** Ina kuma yadda ake daukar ma'aikata mai amfani da wane irin **