Create a Travel Approvals Dashboard

Create a Dashboard

You can take your analysis to the next level by placing your reports on a Salesforce dashboard for quick and easy viewing. A dashboard provides an interactive visual display of key metrics and trends. Multiple dashboard components can be shown together on a single dashboard layout, creating rich visual displays of multiple reports that have a common theme.

  1. Click the Dashboards tab.
  2. Click New Dashboard. Travel App with Dashboards tab selected
  3. Enter the following values.
    Travel Requests Dashboard
    Leave blank
    Private Dashboards
  4. Click Create.  You can now add reports to your dashboard and move them on to different sections of the dashboard. You can also stretch the components across the grid to have the exact layout of components you need for your dashboard. Dashboard view with + Component button highlighted.
  5. Click + Component.
  6. Click the Travel Request by Department report and click Select. You are presented with options to configure this component for the dashboard.
  7. Make sure the Y-Axis is set to Department and the X-Axis is set to Record Count. Add Component page with Department and Record Count in Y-Axis and X-Axis fields.
  8. Click Add. Dashboard with Travel Requests by Department report
  9. Click + Component to add our other report.
  10. Select the Travel Requests by Month report and click Select. Add Component page for Travel Request by Month report.
  11. Let’s make this a vertical, stacked bar chart that sorts data from oldest to newest by adjusting the following: [2x2 table]
    • Display As | Stacked Vertical Bar Chart
    • Sort By | Trip End Date
  12. Click Add. Dashboard with Travel Requests by Department and Travel Requests by Month reports.
  13. Drag the chart on the bottom, and position it to the right of the first chart we added. Dashboard with Save and Done highlighted.Notice that you have a very flexible grid structure. Play around with stretching your dashboard components to various shapes on the grid.
  14. Click Save and then the Done. Your dashboard will look like the following. Travel Reports Dashboards with components.

For real-world scenarios, you can add other reports to the dashboard and show data and key performance indicators (KPIs) from multiple objects from your database.

Congrats on completing the Travel App! You now have a single source of truth that can help control costs and limit unwarranted travel.

  • Each employee must submit an electronic request in the system for future travel.
  • Each request includes a list of estimated expenses for airfare, hotel, rental car, and so on.
  • Each request must be approved by the employee’s manager, and all out-of-state travel must be approved by a travel coordinator.
  • Managers have reports and a dashboard to track key travel request trends and KPIs.
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