How Can I Show Grand Totals in Dashboard on Salesforce

Published: January 16, 2024 - 5 min read

Julian Alvarado

Dashboards are essential for visualizing data and understanding overall performance metrics. In Salesforce, displaying grand totals in dashboards is particularly valuable for making data-driven decisions.

This article will guide you on how to display grand totals in Salesforce. We’ll explore their importance in data analysis and reporting and provide expert tips to enhance your dashboard’s effectiveness.

Let’s get started!

Understanding Salesforce Dashboard Components

Salesforce dashboards are dynamic visual representations of data that enable users to track, analyze, and share key performance indicators and metrics in real time.

Within the context of dashboards, grand totals become pivotal for aggregated data insights. They act as aggregators, summarizing the values across multiple data points and offering a high-level perspective.

Whether tracking sales figures, leads, or any other key metric, grand totals in dashboards streamline the interpretation of complex data sets.

Step-by-Step Guide to Displaying Grand Totals in Salesforce

Follow this step-by-step guide to seamlessly integrate grand totals into your Salesforce dashboards for a comprehensive view of key metrics:

Step 1: Navigate to the Dashboard Builder

Start by logging into your Salesforce account and navigating to the “Dashboards” tab to access the Dashboard Builder.

Step 2: Choose or Create a Dashboard

If you’re editing an existing dashboard, select it from the list.

To create a new dashboard, click the “New Dashboard” button.

Accessing Salesforce Dashboard Builder for customization

Enter a name and choose a folder for your dashboard.

Choosing or creating a new dashboard in Salesforce

Step 3: Add a Widget

In the Dashboard Builder, click on the “Widget” button.

Choose the type of component you want to add to your dashboard. In this case, click on ‘Chart or Table.’

Adding a widget to Salesforce dashboard

In the next step, a pop-up window will appear to choose a report to base your dashboard on. Select from your existing report from which you want to showcase the total.

Configuring a component in Salesforce Dashboard

Step 4: Configure the Component

Once you’ve added a report, it’s time to add a component and configure its settings by selecting the chart type, filters, and grouping criteria.

This is a great tool! I’ve been able to cover forecasting infrastructure gaps and will continue to leverage Coefficient to join disparate data.”

- John Choi

Over 6,000 Salesforce pros automate Salesforce data into Google Sheets with Coefficient

Look for the ‘Metrics Chart’ with a 123 icon under the Display As options. This will immediately turn your component into a total.

Selecting a measure for Salesforce dashboard

Step 5: Select a Measure

Right below the Display As options is the Measure option.

Depending on the total you’re looking for, you can adjust the categories to make a total of any value from the report. For example, revenue, number of leads, record count, etc.

Note that you can only choose a measure that’s in numerical format or currency.

Saving and previewing the customized Salesforce dashboard

The total can change color codes based on a given range to show indicators. You can select this range during the creation process or edit it afterward.

ips for customizing and enhancing Salesforce dashboard features

After you’re done customizing your report’s total, click “Add,” and your dashboard will showcase a total that will be added to your Salesforce dashboard.

Step 6: Save and Preview

Save and preview your dashboard to ensure that grand totals accurately reflect the aggregated values. Adjust settings as needed to fine-tune the display of grand totals or the dashboard’s appearance.

Final view of customized Salesforce dashboard

That’s all! Now you can see the total of the chosen values of your Object.

5 Tips on Customizing the Display of Grand Totals and Salesforce Reporting Techniques

Customizing the display of grand totals in Salesforce dashboards goes beyond basic configuration. These tips delve into advanced techniques to tailor the presentation of aggregated data and leverage Salesforce reporting effectively.

Aggregate Based on Business Logic

Evaluate your business requirements and customize grand totals to align with the specific metrics and calculations that matter most to your organization. Use formulas and custom logic to ensure aggregated data reflects your unique business context.

Segment Data for Comparative Analysis

Customize dashboards to segment data, allowing for a comparative analysis of grand totals across different categories or segments. This technique is particularly valuable for organizations with diverse teams or operations in multiple regions.

Cross-Object Reporting

Create reports that pull data from various Salesforce objects, allowing for a holistic view of related metrics. For example, combine opportunities, accounts, and contacts to analyze the sales pipeline in one report.

Trend Analysis with Historical Snapshots

Set up historical snapshots in Salesforce to track changes in data over time. This is particularly useful for monitoring trends in metrics such as sales performance, lead conversions, or customer satisfaction.

Dashboard Filters for Interactive Exploration

Add filters to your dashboards that users can adjust based on their specific criteria. For example, let users filter by region, product category, or date range to customize their view and gain more targeted insights.

Final Word

For businesses that use Salesforce, where decisions hinge on data, the ability to effectively showcase grand totals is a strategic advantage. It’s about transforming complexity into clarity, empowering users to glean actionable insights and make informed decisions.

For organizations aiming to take their data visualization and management to the next level, Coefficient serves data analysis and management beyond the Salesforce ecosystem. It redefines conventional reporting, offering enhanced data analysis, visualization, and collaboration features.

Get Started for Free with Coefficient and take the first step to build more insightful Salesforce dashboards!

2-Way Sync Between Salesforce & Your Spreadsheet

Try the 2-Way Salesforce Spreadsheet Sync Trailblazers are Raving About

When did you last hit a blocker with native Salesforce reports? Find yourself manually exporting data to spreadsheets to make reports there? Or manually pushing data updates back to Salesforce?

Say goodbye to repetitive tasks and hello to efficiency with Coefficient, the leading Salesforce spreadsheet automation tool trusted by over 300,000 professionals worldwide. Nix the manual labor and drive more flexible reporting in Google Sheets or Excel on your Salesforce data.

Julian Alvarado Content Marketing
Julian is a dynamic B2B marketer with 8+ years of experience creating full-funnel marketing journeys, leveraging an analytical background in biological sciences to examine customer needs.
Google icon
300,000+ users on Google Marketplace
Wait, there's more!
Connect any system to Google Sheets in just seconds.
Get Started Free

Trusted By Over 20,000 Companies