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Dynamic Dashboard & Filters

By Tech Mahindra

More than your traditional Dashboard

Free  

Never requires payment

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Industries
Horizontal Product
Business Need
Analytics
Admin & Developer Tools
Dashboards & Reports
Requires
Platform Cloud
Compatible With
Sales Cloud
Service Cloud
Marketing Cloud Engagement

Tech Mahindra's Solution Dynamic Dashboard allows to filter Summarized Reports with Charts at run time on dashboard level. Filtering the Report Charts by attributes such as Case Status, Opportunity Stage, and Lead Status is also possible.

  • Dynamic Dashboard & Filters

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Platform Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Marketing Cloud Engagement
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials
Additional Requirements
N.A

App Details

Version
Dynamic Dashboard/Dynamic Dashboard & Filters 2.0.0
Listed On
09/21/2023
Latest Release
09/21/2023
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Managed Package
Lightning App Builder
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 1
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
2.0.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
09/01/2023

Additional Details

Tech Mahindra's Solution Dynamic Dashboard and Filter will offer dynamic report filtering at run time on Dashboard level. Reports need to be created in Specific Folders for Dynamic Dashboard and Dashboard will be auto created. Summarized Reports with Charts will be filtered based on user’s selection of relative dates e.g. ‘This Month’, ‘Last Month’, ’This Quarter’ etc to see the filtered result in charts. Also Eliminates the issue that OOTB Salesforce Dashboards have in terms of limited licenses of run as specific user / run as me. e.g. Case Status, Opportunity Stage, Lead Status. Post Installation steps: - Once you successfully install the package, you would see the dynamic dashboard folder created in All folders. - Create Summary or matrix report on any object ex: Case, lead. - Add these reports to dynamic dashboard folder created earlier. - Go to AppLauncher and select Dynamic Dashboard App, now you would see your reports in dashboard with runtime filters.

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Tech Mahindra

US HQ: Plano, Texas

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