Who can use this: Business admin
Available on: Gong Forecast
Ideal for: RevOps
Required permissions: Manage dashboards
The Forecast rollup widget shows forecast submissions by team member from a selected forecast board (line of business), giving team members a consolidated view of submitted numbers in one place. It's useful for when you want the team's committed numbers visible alongside other pipeline metrics.
Before you begin:
This widget works with legacy forecast boards only. Configurable forecast boards are not supported.
Step 1: Open the dashboard
You add widgets from inside an existing dashboard, so start by navigating to the one you want to build out. If you haven't created a dashboard yet, do that first.
To open the dashboard:
From the left sidebar, click Dashboards.
Select the dashboard you want to add the widget to.
Click + New widget at the top right of the dashboard.
Select Forecast rollup.
Tip:
If you have a lot of dashboards and aren't sure where to find yours, see Find and organize dashboards for guidance on searching, filtering, and navigating the Dashboards page.
Step 2: Select a line of business and configure columns
The line of business connects the widget to a forecast board, so pick the one that matches the team or business unit you're building this dashboard for. Once you've selected it, configure the columns to show the forecast categories that matter for this view.
Team members is always the first column and can't be removed. If this widget sits alongside other metric-based widgets on the same dashboard, make sure the line of business settings and any metric filters are aligned so the numbers are comparable. For example, if your line of business includes opportunities of a specific deal type, any adjacent metric widgets should be filtered to that same deal type.
To select a line of business and configure columns:
In the Line of business section, click the dropdown and select a line of business (the forecast board).
(Optional) Under Columns, click the delete icon next to any column you want to remove and + Add to include additional forecast category columns.
Step 3: Set the team and period
The team and period settings scope the forecast submissions the widget displays.
Note:
This widget supports fiscal date periods only, so if you're on a shared dashboard that uses rolling date ranges, the widget won't respond to those selectors.
To set the team and period:
Under Select team and period, click Team member is and select a team.
Click Date period is and select a period.
Click Save.
Frequently asked questions
Why are some team members missing from the Forecast rollup widget?
The widget only shows team members who have submitted a forecast for the selected line of business and period. If someone hasn't submitted, they won't appear as a row. Confirm that the relevant team members are assigned to the selected forecast board and that the period matches when submissions were made.
Why does my Forecast rollup widget show no data after setup?
The possible causes are:
The selected line of business uses a configurable forecast board, which this widget doesn't support.
No forecast submissions exist for the selected team and period.