Add Actions to Dashboard Pages with Action Links

Link a related report or a useful web site to your dashboard. For example, give sales consultants a direct link to an Opportunity web site from the Sales Performance dashboard so they can query opportunities by responding to a prompt for Opportunity Name or Opportunity ID.

  1. Open the dashboard page for editing.
  2. From the Dashboard Objects pane, drag and drop an Action Link object on the dashboard page.
  3. Click Properties for the new link.
  4. Complete the fields in the dialog.
  5. Click OK.
  6. In Dashboard builder, click Save.