The most effective and recommended approach is to build a single dashboard and utilize the built-in device layout feature. This allows a consultant to create customized layouts for desktop, tablet, and phone experiences within one dashboard asset. By tailoring the arrangement and visibility of components for each specific layout and using a fixed size for predictability, the consultant can ensure an optimal and consistent user experience across all devices. This method centralizes maintenance, as any change to the underlying data or queries only needs to be done once.

B. Build one dashboard and fix the size of the dashboard.

A single fixed-size dashboard will not adapt to different screen sizes, resulting in scrollbars or poorly utilized space, which degrades the user experience on most devices.

C. Build one dashboard and set the size to Automatic.

Automatic sizing can cause unpredictable resizing and distortion of dashboard components, especially when viewed on screens with vastly different aspect ratios, leading to a poor user experience.

D. Build one dashboard for each type of device and fix thesize of the layouts.

This approach is highly inefficient. Managing three separate dashboards creates a significant maintenance overhead, as any update must be replicated across all three versions.

1. Salesforce Help Documentation

"Optimize Dashboards for Different Devices": This document explicitly states

"Create layouts for the different devices that your users have. You can create a single dashboard and then add layouts that are optimized for viewing on desktops

tablets

and phones... Each layout can have its own widgets

with their own customizations." This directly supports creating one dashboard with multiple

specific layouts.

2. Tableau Help Documentation

"Create Dashboard Layouts for Different Device Types": (The underlying technology for CRM Analytics dashboards). This guide details the process: "You can design

customize

and publish a single dashboard that includes unique layouts for desktop computers

tablets

and phones... When you publish a dashboard with device layouts

people who view it... see a layout optimized for their screen." This confirms that a single dashboard with multiple layouts is the intended and optimal method.

3. Tableau Help Documentation

"Size and Lay Out Your Dashboard": This document contrasts different sizing options. It explains that a "Fixed" size provides control

which is essential for device-specific layouts

while "Automatic" sizing "can cause views to be resized or scrunched in unexpected ways

" making it unsuitable for delivering the best user experience.