---
title: "Create and manage Account boards"
slug: "create-and-manage-account-boards"
updated: 2026-05-26T12:40:06Z
published: 2026-05-26T12:40:06Z
---

> ## 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.

# Create and manage Account boards

> **Who can use this**: Business admin
> 
> **Available on**: Forecast Essentials, Gong Forecast
> 
> **Ideal for**: RevOps

[Account boards](/v1/docs/about-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

> **Where to go:**Admin center > Settings > People > Permission profiles

By default, account board permissions are deactivated for all profiles except Business admin. To [enable access for other profiles](/v1/docs/available-permission-settings), 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

> **Where to go:**Revenue > Accounts

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 ![Action Menu.svg](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/MoreActions.svg) 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.

![Create a new account board with details, team members, and aggregation options.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Details.png)

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.

![Total accounts displayed as 268,198 with an option for account name input.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Number of accounts.png)
  - **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).

![Total balance of all accounts displayed with account count in parentheses.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Number of accounts and the sum.png)
4. **Show accounts by date** (optional): Enable time-based filtering by selecting a CRM date field, such as:

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:

![Dropdown menu showing various date range options for account activity selection.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/show accounts by date.png)

> [!NOTE]
> Note:
> 
> If a field you need is missing, ensure it's imported via Admin Center > CRM > Data Import > Account object.
  - 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.

### Tabs

Tabs filter and group accounts into specific views, and can be defined by any CRM, AI 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.

![Account Board interface displaying various account tiers and filters for organization.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/tabs.png)

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 or [AI fields](https://help.gong.io/docs/ai-data-extractor#what-is-an-ai-field) 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 or AI 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]
> 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 ![Vector (3).svg](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Vector%20(3).svg) 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 or [AI data](https://help.gong.io/docs/ai-data-extractor#what-is-an-ai-field) 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.

![Create a new board with columns for account data and options to add columns.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Columns(1).png)

#### 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 ![TrashIcon.svg](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Trash.svg) to remove a column.
- Use ![Vector (3).svg](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Vector%20(3).svg) to reorder columns.

> [!NOTE]
> 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.

![Creating a new board with details, tabs, and briefs for account management.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Briefs(2).png)

## 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 ![Action Menu.svg](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/MoreActions.svg) followed by **Manage boards**.

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

From **Manage boards**, click ![Action Menu.svg](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/MoreActions.svg)**next to a board.

![Account boards interface displaying options to edit, duplicate, view, and delete entries.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Manage boards 3 dots(1).png)

### Edit an account board

> **Where to go:**Revenue > Accounts

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 ![Action Menu.svg](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/MoreActions.svg) followed by **Edit board**.

Make the necessary changes and click **Save**.

### Duplicate an account board

> **Where to go:**Revenue > Accounts

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

> **Where to go:**Revenue > Accounts

1. Open **Manage boards**.
2. Locate the board you want to delete and click **Delete**.
3. Confirm you want to delete this board.

> [!WARNING]
> Warning:
> 
> Deleted boards can’t be recovered.

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 Deal Execution package with full pipeline management, granular deal intelligence, and all the essentials needed for reality-based forecasting. Access to features depends on your [company’s plan and your assigned seat](/v1/docs/plans-and-seats).

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.