Supercharge Your Dashboards: Unleash the Power of Visuals in Salesforce

In the world of data, numbers and charts can only go so far in conveying insights. That’s why Salesforce has introduced an exciting new feature – rich text and image widgets – to turbocharge your visualizations. Now, not only can you describe metrics and KPIs, but you can also add powerful imagery and explanatory text right where your users need it. In this blog post, we’ll dive deeper into this game-changing feature and show you how to wield it effectively.

The Power of Visuals

Data is often complex, and charts alone may not provide the full story. Let’s say you’re tracking sales performance, and you notice a dip in revenue. With a traditional chart, you might see the decline, but you won’t immediately understand the underlying cause. But with the new image and rich text widgets, you can insert a section explaining that the drop was due to a marketing campaign pause, instantly providing context and guiding action.

Benefits and Challenges

The benefits of integrating visuals and text in dashboards are numerous. Firstly, it enhances data comprehension by providing additional context. Secondly, it increases engagement by making your dashboards more visually appealing and user-friendly. However, it’s important to strike the right balance between visuals and data. Too much imagery can overwhelm, while too little can make the dashboard visually boring.

Actionable Tips

1. Start Small:

Experiment with one image or rich text widget at a time. Overwhelming your dashboard with multiple visuals can make it cluttered and confusing. Introduce new elements gradually and evaluate their impact before adding more.

2. Choose Images Wisely:

Ensure that the images you select are relevant, high-quality, and align with the message you’re conveying. If possible, use branded visuals to reinforce your company’s identity and create a cohesive experience for your viewers.

3. Keep Text Concise:

Remember that the primary purpose of the dashboard is to visualize data. Use text sparingly, and keep it concise and to the point. Long paragraphs can overwhelm users and distract from the key insights.

We hope this blog post has sparked your creativity and inspired you to take your Salesforce dashboards to new heights. Feel free to check out the full release notes for more insights on this exciting feature. As always, if you need advice on how to incorporate this new feature into your dashboards, feel free to schedule a call with us here to learn more about our consulting services.

yellow cloud solvd logo

Our clients say

From my initial call with Spencer through project implementation with John and Evan, my experience with the SOLVD team was excellent. They were quick to understand our business needs, clear when explaining the reasoning behind proposed solutions, transparent when reporting on progress and timeline, and all around enjoyable to work with. Would highly recommend and looking forward to continue working with them in the future!

Veronica Wong Director of Operations at Pathstream

SOLVD was very straight forward with everything needed to complete the project. No surprises, no issues, and cost was aligned with the estimate. They made implementation easy and quick.

Matt Benzaquen Sr Manager, Sales Strategy at Instabug

As a rule, I'm pretty stingy with my recommendations. So it's a pleasure for me to recommend Solvd as a top-flight Salesforce consultancy. Solvd recently led our company's conversion to the Lightning interface and did it on time, on budget and made it easy for me and my team. I know I'll use their services again, and am confident they can do the same for you.

Tim Tuttle CFO at Relevate Health Group