Who can use this: Business admin
Available on: Gong Forecast
Ideal for: RevOps
Required permissions: Manage dashboards
The Manage dashboards view gives you a central list of every dashboard in your workspace. Use it to find a specific one, narrow the list by owner or status, and take common actions without opening each dashboard.
Find a dashboard by name
Use the search field when you know the name of the dashboard you are looking for and your list is too long to scroll through.
To find a dashboard by name:
From the left sidebar, click Dashboards.
Scroll to the bottom of the sidebar and click Manage dashboards.
In the Search field at the top of the table, type the dashboard name. The table filters as you type.
Filter the dashboard list
Use filters when you want to scope the list to dashboards from a specific person or in a specific state, such as finding all drafts or seeing everything a specific team member has published.
To add a filter:
From the left sidebar, click Dashboards.
Scroll to the bottom of the sidebar and click Manage dashboards.
Click + Add filter.
Select a filter type:
Status: Filter by draft or published state.
Created by: Show dashboards created by a specific team member.
Published by: Show dashboards published by a specific team member.
Hierarchy: Filter by team or territory.
Set the filter value and the table updates automatically.
Take action on a dashboard from the table
Use the More actions icon in any row when you want to manage a dashboard without opening it. Available actions depend on whether the dashboard is published or a draft.
To take action on a dashboard:
From the left sidebar, click Dashboards.
Scroll to the bottom of the sidebar and click Manage dashboards.
Find the dashboard row and click the More actions icon on the right.
Select an action:
Switch to draft: Unpublishes the dashboard. Available on published dashboards only.
Publish and share: Publishes the dashboard. Available on draft dashboards only.
Edit dashboard settings: Opens the edit modal.
Duplicate dashboard: Creates a copy.
Delete dashboard: Permanently removes the dashboard and all its widgets.
Frequently asked questions
Can all admins see all dashboards in the Manage dashboards view?
Team members with the Manage dashboards permission can see all dashboards in the workspace in this view, including drafts created by other admins. If you expect a dashboard to appear but it does not, confirm that your permission profile includes Manage dashboards in Admin center > Permission profiles > Business settings.