---
title: "Forecast rollup widget"
slug: "forecast-rollup-widget"
updated: 2026-06-15T14:33:50Z
published: 2026-06-15T14:33:50Z
canonical: "help.gong.io/forecast-rollup-widget"
stale: true
---

> ## 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.

# Forecast rollup widget

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

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

## 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.

![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(407).png)

## Building a forecast rollup widget

> [!NOTE]
> **Note:**
> 
> Your profile must include the relevant [permission](/v1/docs/revenue-analytics-permissions) 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.

![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(409).png)
2. In the dashboard header, click the edit icon ![A pencil icon representing writing or editing tasks in digital applications.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/F2.png) to rename your widget and, optionally, **+ Add description**.
3. Under **Line of business**, select the line of business to base the widget on.

> [!NOTE]
> 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]
> 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.

1. 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:

****Aligning your data****

When adding a forecast rollup widget to a dashboard that includes other widgets based on metrics, make sure the line of business settings and the metrics filters are aligned. For example, if your line of business includes opportunities of type “New business”, the Booking # metric should also be filtered by this deal type.

| ![](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.