Embed Dashboards on the Home Tab and in Lightning Apps

Embed dashboards to surface insights right where people work. For example, add the Sales Pipeline dashboard to the Home tab to give your sales team the information they need when they log in to Salesforce. Embedded dashboards are fully functional and interactive. Refresh them, apply filters, and click chart segments to drill into filtered reports. This feature is new in Lightning Experience.

Embed dashboards using the Lightning App Builder. Customize the Home tab, or create a Lightning app, then drag-and-drop a dashboard component into place. Embedded dashboards aren’t available on record pages.

Adding dashboards to the home tab

Dashboards need space to display charts and tables. If an embedded dashboard is squished into too small a space, then a collapsed version displays instead of the full dashboard. Click View Dashboard to open a collapsed dashboard.

A collapsed embedded dashboard