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Normally, Salesforce users have to go looking for report data and tabs, but you can bring report data to where users are-- in record detail pages where they spend more time. Thats right, you can show report charts on any standard or custom object detail page in Salesforce. Heres Acme, an important account that managers and account executives check often. Wouldnt it be great if they could track Acmes pipeline right here on this page? To give this level of insight, add an opportunities pipeline report chart to the page. But first, lets go to the pipeline report and make sure it has a chart. We can see it already does. Next, check that the report is in a shared folder that the account executives and the account manager can access. Now lets go back to the Acme account page to add the chart. Edit the page layout. Under report charts, find the pipeline report chart and drag it into this section already created. See how the chart is automatically filtered to show relevant data for Acme
