Forecast rollup widget

Who can use this: Business admin

Available on: Gong Forecast

Ideal for: RevOps

What’s a forecast rollup widget

The forecast rollup widget displays the forecast submissions per team from a selected line of business, and includes your selected forecast categories. Forecast rollup widgets support Fiscal date pickers only and don’t support Rolling range date pickers.

Building a forecast rollup widget

Note:

Your profile must include the relevant permission to create and manage widgets to dashboards

To build a new forecast rollup widget:

1. Select your dashboard, click +New widget and select Forecast rollup from the gallery.

   

2. In the dashboard header, click the edit icon to rename your widget and, optionally, + Add description.

3. Under Line of business, select the line of business to base the widget on.

   Note:

   Configurable forecast boards are not supported by the forecast rollup widget.

4. Under Columns, we import the initial forecast board columns to include in the widget. You can customize the list by removing some of them (except for Team members, which can't be removed) or add some columns. Viewers can sort the table by the values in each column.

5. 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:

   If you select fixed values for the team member and period, the widget would no longer respond to selections made on the dashboard level.

6. 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 forecast rollup widgets, we recommend:

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