--- title: "Add a changes widget to a dashboard" slug: "add-a-changes-widget-to-a-dashboard" updated: 2026-10-25T12:44:08Z published: 2026-10-25T12:44:08Z canonical: "help.gong.io/add-a-changes-widget-to-a-dashboard" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.gong.io/llms.txt > Use this file to discover all available pages before exploring further. # Add a changes widget to a dashboard > **Who can use this**: Business admin > > **Available on**: Gong Forecast > > **Ideal for**: RevOps > > **Required permissions:** Manage dashboards The Changes widget shows what drove movement between two points in time, displayed as a waterfall chart. Viewers can select a bar to see the deals behind each change. It answers the question leaders ask every week: Why is the forecast number different from last week? Deals pushed out, amounts decreased, new deals added, or closed-lost. Each type of change gets its own bar, and viewers can click in to see exactly which deals moved. The widget has two modes: - **Forecast changes** shows movement in a forecast category. - **Custom changes** shows what drove movement in a metric with historical analysis enabled. ## Add the Forecast changes widget Add the Forecast changes widget to an existing dashboard. If you haven’t created a dashboard yet, create one first. ### Step 1: Open the dashboard Start by navigating to the dashboard you want to build out. **To open the dashboard:** 1. From the left sidebar, click **Dashboards**. 2. Select the dashboard you want to add the widget to. 3. Click **+ New widget** at the top right of the dashboard. 4. Select **Changes**. > [!TIP] > Tip: > > If you have a lot of dashboards and aren't sure where to find yours, see [Find and organize dashboards](/docs/add-a-changes-widget-to-a-dashboard#) for guidance on searching, filtering, and navigating the Dashboards page. ### Step 2: Select a line of business and configure the forecast category The line of business connects the widget to a forecast board. The forecast category determines which slice of the pipeline the waterfall chart analyzes. Configure both together since they define what the widget is measuring. **To select a line of business and configure the forecast category:** 1. Click the **Line of business** dropdown and select a line of business. 2. Under **Forecast**, click **Default forecast category** and select a category. **Open deals** is the most common starting point, it shows movement across the full pipeline. If you want to focus on committed numbers, **Forecast** or **Best Case** may be more relevant. Available options include **Open deals**, **Forecast**, **Best Case**, **Open Pipeline**, and **Closed won**. 3. (Optional) Select **Allow viewers to change the selected category** to let viewers switch categories themselves. ### Step 3: Set the changes tracked date range The date range defines how far back the widget looks for deal movements. The default is the last 7 days, which works well for weekly forecast reviews. Extend it if you want to show a broader picture of what's changed over a longer period. **To set the date range:** 1. Under **Changes tracked**, click **Date range** and select a date range. ### Step 4: Set the team and period The team and period settings scope the deals the widget analyzes for changes. Setting these to follow the dashboard means the widget updates when a viewer changes the dashboard selectors. **To set the team and period:** 1. Under **Select team and period**, click **Team member is** and select a team. 2. Click **Date period is** and select a time period. 3. Click **Save**. ## Build a Custom changes view Use Custom changes to see what drove movement in a metric between two points in time. The metric must support historical analysis, and its fields must have [history tracking enabled](/v1/docs/track-history-for-opportunity-fields) and backfilled. ### Step 1: Switch to Custom changes **To switch to Custom changes:** 1. From the left sidebar, click **Dashboards**. 2. Select the dashboard you want to update, click **+ New widget**, and click **Forecast changes**. 3. Select **Custom changes** and confirm. ### Step 2: Select a metric Custom changes supports basic metrics with historical analysis enabled. **To select a metric:** 1. Select the metric you want to analyze. 2. Make sure the metric’s fields have history tracking enabled and backfilled. 3. Click **More actions** ![Action Menu.svg](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/MoreActions.svg?sv=2026-02-06&spr=https&st=2026-11-04T17%3A41%3A35Z&se=2026-11-04T18%3A41%3A35Z&sr=c&sp=r&sig=AErdSzwD9IkfqSZSi%2Bj5e4GP53DXSXC%2F0DvvPBsQ9Og%3D)icon to change the metric name. > [!NOTE] > Note: > > Custom changes doesn’t support formula metrics or metrics that use the **Count**, **Count uniques**, **Max**, or **Min** aggregations. These metrics are blocked from selection with the following message: **The selected aggregation metric is not supported**. ### Step 3: Configure the drilldown view The drilldown view uses your existing deal board layout. **To configure a drilldown view:** 1. Under Drilldown view, select the view to use. > [!NOTE] > Note: > > Drilldown shows deals in their current state, not their values at the historical point shown in the chart. ### Step 3: Configure filters Use filters to narrow the deals included in the metric. Fields used in filters must have history tracking enabled. 1. Under **Where**, add or change filters. Click **+ And** to add a condition. 2. Turn **Apply dashboard filters to this widget** on or off to choose whether dashboard filters also apply. ### Step 6: Set the analysis timeframe Choose how often the widget displays a snapshot and the time period to include. **To set the analysis timeframe:** 1. Under **Analysis timeframe**, select a **Granularity**: - Weekly: One data point for each week. - Monthly: One data point for each fiscal month. 2. Select a **Time range**. ### Step 5: Save the view The waterfall groups metric movement by change reason. You can’t break it down by another field. **To save the view:** 1. Click **Save**. ## Frequently asked questions ****Why are some expected values missing from the waterfall chart?**** Start by checking that all relevant team members are visible and that the forecast category has been consistent for the deals you expect to see. A few things can cause gaps: - Hidden team members won't show up in the data. - If a deal moved between forecast categories mid-period, the movement may land in an unexpected bar or not appear at all. - Missing historical backfill can also cause gaps. ****What does each bar in Forecast changes represent?**** The leftmost bar is the starting pipeline value at the beginning of the tracked period, and the rightmost bar is the ending value. The bars between them show the categories of change that explain the difference: deals pushed out to a later period, deals whose amounts decreased, deals lost, and new deals added. Clicking any bar opens the underlying deals so you can see exactly what moved. ****Why does my Custom changes view show no data?**** Custom changes needs a metric, team, and period to display data. Select a basic metric with historical analysis enabled, then check that the selected team and period include data. Also make sure the metric’s fields have history tracking enabled and backfilled. A team member who manages the business entities in Gong, such as deal and forecast boards. [Find my Business admin](/v1/docs/find-your-technical-or-business-admin). Gong’s full Forecast package for next-level forecasting and revenue optimization. Access to features depends on your [company’s plan and your assigned seat](/v1/docs/plans-and-seats). A team member who manages and optimizes revenue-related workflows by managing business entities such as metrics, targets, and dashboards.