Create and manage Account boards

Who can use this: Business admin

Available on: Forecast Essentials

Ideal for: RevOps

Account boards are designed to help teams manage accounts comprehensively, by bringing together CRM data, Gong activity, and AI-powered insights.

This article walks through how to create, configure, and manage Account Boards to support different account management workflows across your organization.

Considerations before you start

Set-up requirements

Before setting up Account Boards, make sure that:

• At least one user-lookup field on the account object is imported into Gong (to aggregate accounts by owner or role).

• Account object fields are imported from your CRM.

• The relevant permission profiles have access to Account boards enabled.

Active accounts only

Account Boards currently display active accounts only. An account is considered active if at least one activity (such as a call, email, or meeting) has been associated with the account at any time. Accounts without recorded activity won’t appear on the board.

Keep this in mind when reviewing account coverage or troubleshooting missing accounts.

Account-level access

Account Boards don’t currently support account-level permissions.

Users who have access to Account Boards can view all accounts available on those pages. If you need to restrict visibility for certain users, manage access at the page level through permission profiles.

Enable account boards access

By default, account board permissions are deactivated for all profiles except Business admin. To enable access for other profiles, configure the following permissions under Pages:

• Account boards: Allows users to view account boards.

• Create, edit and delete boards: Allows users to create, edit, and delete boards.

Set up a new account board

If no Account boards exist, you'll see a setup page prompting you to create your first board.

Create a board

1. From the left sidebar, click Revenue, then select Accounts.

2. Click followed by + Create board.

3. Use the sidebar to move between sections as you build your board:

   • Details

   • Tabs

   • Columns

   • Briefs

4. When finished, click Save. Once saved, you can share, duplicate, edit, or delete the board.

Details

The Details section defines which accounts appear on the board and how they’re aggregated.

1. Board name and description. Help teams understand the board’s purpose at a glance.

2. Team members: Select a user-lookup field from your CRM (for example, CSM, Account Owner, Account Manager).

   The board shows accounts where selected users appear in that role.

3. Aggregate accounts by: Choose how totals are calculated per tab:

   • Number of accounts: On each tab, we'll show the total number of accounts included in it.

     

   • Number of accounts and the sum of their amount: On each tab, we'll show two numbers:

     • The total number of accounts included in it.

     • The total sum of their amounts (such as ARR). Total is calculated by the number of accounts and the sum of the CRM value. Select a CRM amount field to aggregate (for example, ARR, MRR, Contract value).

       

4. Show accounts by date (optional): Enable time-based filtering by selecting a CRM date field, such as:

   • Renewal date - to focus on accounts renewing in specific periods.

   • Contract start date - to review newly acquired accounts.

   • Next QBR date - to prepare for upcoming business reviews.

   Users can then filter by date ranges like This month, Next quarter, or custom date ranges. See example below of what an Account board viewer can configure:

   

   Note:

   If a field you need is missing, ensure it's imported via Admin Center > CRM > Data Import > Account object.

Tabs

Tabs filter and group accounts into specific views, and can be defined by any CRM or Gong field. Use tabs to organize accounts based on specific focus areas, such as Renewals, Strategic accounts, Churn risk, or Upsell potential.

By default, there is always one tab, you can add up to a maximum of eight.

Create a tab:

1. Click + Add tab.

2. Name the tab (For example, Needs engagement, Churn risk).

3. Click + Add filter.

4. Select the CRM fields and values that define the tab.

5. Use filters to determine which accounts appear in each tab. You can define this logic by using:

   1. Single condition: Use when the tab is based on one CRM field (for example, Account priority or Last activity date). Single conditions are best for simple tabs.

   2. Condition group: Use when the tab requires multiple conditions or a combination of And / Or logic.

      Click + Add filter to add more conditions, or add another condition group as needed.

      Condition groups allow you to define more advanced logic, such as combining engagement criteria with account attributes.

Note:

Logic rules to keep in mind:

• And = match all conditions

• Or = match any condition

• And conditions are evaluated first, followed by Or

Use the to change the order of the tabs. The highest tab will appear closest to the left on the board.

Example tab configurations:

• Up for Renewal: Renewal Date = This quarter

• Upsell Opportunity: Account Type = Customer And ARR > $50,000

Columns

Columns for CRM data determine which account information is visible at a glance on the board. We recommend adding any fields that give your team the context they need to manage accounts effectively and move them toward desired outcomes. For example:

• CRM fields: Account type, ARR, Renewal date, Account owner, Account health Score, Industry, Region, and more.

  

Default columns

When creating a new board there will be some default columns, but you can replace them with your own as needed. To customize columns:

• Click + Add column to search for and add fields.

• Click to remove a column.

• Use to reorder columns.

Note:

Unsupported field types include: Multi-picklist fields, Reference fields to other objects, and Fields from custom objects.

Briefs

AI briefs surface the most important account insights in one summary, using data from conversations, emails, web sources, and CRM.

They help teams quickly understand what’s happening on an account and decide what to focus on next.

When setting up a board, you can optionally select a default brief type and time period. This appears in the Briefs tab of the Account panel.

Manage Account boards

Once created, anyone with viewing permissions can access and use an Account board. Editing, duplicating, or deleting boards requires the appropriate permissions.

You can manage boards from:

• Click the current board name, and select Manage boards. From here you can also select the name of a different board to open it.

• Click followed by Manage boards.

You can access the full list of boards to edit, duplicate, or delete them.

From Manage boards, click next to a board.

Edit an account board

1. To edit the current board, click Edit

2. To edit any board, open Manage boards, then select Edit board. To make edits to any board, go to Manage boards, click followed by Edit board.

Make the necessary changes and click Save.

Duplicate an account board

Save time by duplicating an existing board and tweaking it to suit different team needs:

1. Open Manage boards.

2. Locate the board and click Duplicate.

3. Update the duplicated board as needed.

4. Click Save.

Delete an account board

1. Open Manage boards.

2. Locate the board you want to delete and click Delete.

3. Confirm you want to delete this board.

Warning:

Deleted boards can’t be recovered.