---
title: "Deals widget"
slug: "deals-widget"
updated: 2026-01-07T14:35:46Z
published: 2026-01-07T14:35:46Z
---

> ## 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.

# Deals widget

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

> **Where to go:**Revenue > Dashboards > + New widget

> [!NOTE]
> **Note:**
> 
> The service known as “Revenue analytics” is now called “Dashboards.” Dashboard assets, like metrics and targets, are now configured in the Admin center under “Data studio.”

![Steps to build dashboards: edit metrics, create dashboards, and add widgets.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/F1(1).png)

The Deals widget displays the first 20 deals from a selected deal board tab, based on sorting criteria and filters that you set, such as the highest amount for open deals.

![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(405).png)

## Building a deals widget

> [!NOTE]
> **Note:**
> 
> This procedure requires [permission](/v1/docs/revenue-analytics-permissions) to manage revenue analytics

To build a new deals widget:

1. Select your dashboard, click **+New widget**and select **Deals** from the gallery.

![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(406).png)
2. In the dashboard header, click ![A pencil icon representing writing or editing tasks in digital applications.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/F2(1).png)to rename your widget and, optionally, **+ Add description**.
3. Under **Deal board**, select the deal board from which the deals displayed in the widget are derived.
4. Under **Pipeline**, select the **Default deal board tab** from which deals are derived. If you want viewers to not be able to change this selection, uncheck **Add dropdown to widget**.
5. Under **Columns**, we import the initial 10 fixed deal board columns, and the amount columns configured in the board. These are all included in the widget by default and are ordered as in the original deal board. You can customize the list by removing some of them (except for **Deal name**, which can't be removed). Viewers can later sort the list by any of the selected columns.
6. Under **Filters**, [set the criteria](/v1/docs/filtering-metric-deals) to include a deal in the widget. For example: deal amount is greater than 30,000
7. Under **Select team and period**, you’ll notice the team member and date fields are set to be dynamic and respond to whatever is selected in your dashboard. You can change them to fixed values.

> [!NOTE]
> Note:
> 
> If you select fixed values for the team member and period, the widget would no longer respond to selections made on the dashboard level.
8. Play with the **Preview** options on the right to validate your settings. When you’re happy with the results, click **Save**.

## Best practices

To make the most out of your deals widget, we recommend:

****Building your deal boards in advance****

- Create several deal boards to use as a foundation for your deals widgets. For example, a deal board with three tabs for open deals, closed-won deals, and closed-lost deals could serve a baseline for deals widgets in a performance review dashboard.
- Leverage our [smart trackers](/v1/docs/out-of-the-box-smart-trackers) to find the deals that match your use-cases.

****Filtering by warnings and scores****

Filter the widget by [warnings](/v1/docs/explainer-how-we-identify-red-flags)and [deal likelihood scores](/v1/docs/explainer-about-deal-likelihood-scores) to spot risk in your pipeline.

| ![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image-1723022223315.png) Visit our [Academy](https://academy.gong.io/courses/explore-gongs-revenue-analytics) and find out how to utilize your dashboards to boost efficiencies and refine revenue operations |
| --- |

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.