---
title: "How to create and manage deal boards"
slug: "how-to-create-and-manage-deal-boards"
updated: 2026-03-25T20:02:58Z
published: 2026-03-25T20:02:58Z
---

> ## 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.

# How to create and manage deal boards

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

This article will guide you through the process of building, configuring and managing a deal board, enabling you to create several deal boards to suit diverse business needs.

## Set-up a new deal board

> **Where to go:**Revenue > Deals

If no deal boards have been created yet, you’ll find a sample board available*.

> [!TIP]
> Tip:
> 
> Speak to your sales team to find out what information they rely on the most and what they need, before creating your board.

Here’s a guide to the stages of building a new board:

1. From the left sidebar, click **Revenue**, then select **Deals**.
2. Click ![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/More_DS.png) followed by + **Create board.**The sidebar has all the sections listed and you can use this to go straight to the right place.
3. Create the main structure and filters for the board using these sections:
  - Basics
  - Filters
  - Tabs
4. Now use these sections to add substance to your board by deciding which deal details you want to see:
  - Columns
  - Briefs
  - Update CRM
  - Amount
  - Warnings
5. Additional fields include:
  - First View
  - Digest

When you’ve completed setting up your board, click **SAVE**. Once it's saved you can share it with others, duplicate it and make tweaks, edit or delete it.

### Basics

This section helps your team identify which board contains the data they need and defines how deals are displayed and aggregated on the deal board.

![Form fields for setting board details including name, description, and team member attributes.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Deal board basics(2).png)

1. Give your board a **NAME** and **DESCRIPTION**.
2. Choose which deals are shown on the board.
  1. **Show deals where team members are in**. Choose how deals are displayed on the board based on the team members defined in the **Team member attribute**field. The resulting deal board will show deals owned or associated with those team members.

Which deals are shown and aggregated when viewing the deal board:

| Show deals where team members are in: | Included deals |
| --- | --- |
| Team member attribute only | All deals where team members appear in the selected team member attribute field. |
| Team member attribute or opportunity team | All deals where team members appear either in the selected team member attribute field or in the deal’s opportunity team. |
| [Opportunity team](/v1/docs/work-with-opportunity-teams) only | All deals where team members are part of the deal’s opportunity team. |
| [Opportunity splits](/v1/docs/apply-opportunity-splits-to-your-deal-board) only | All deals where team members are listed in the deal’s opportunity splits. |

**Team member attribute only** is the default choice, and should be selected if you’re not working with opportunity teams or splits.

> [!NOTE]
> Note:
> 
> This option will be deactivated when opportunity splits are selected under the [**Amount**](/v1/docs/how-to-create-and-manage-deal-boards#amount)****section below.
  2. **Team member attribute**. Pick a role from your CRM—like Owner, Sales engineer, or CSM. The board will show deals in which the selected team members are in those roles

> [!NOTE]
> Note:
> 
> This option is grayed out when **Opportunity team only**or **Opportunity splits only** is selected.
3. **SHOW DEALS BY DATE**: Choose a CRM date field to decide the timeframe for which deals are shown on your board. For example, sales teams may want to view deals for a selected time period - such as ‘Next month’ while CS teams may want to look at deals based on renewal dates.

### Filters

Use **Filters** to create segment-specific deal boards e.g. SMB deals. Adding filters is optional and can also be added later. If you don’t use them, all deals that match the board level filters, such as date, will appear on the board.

Only deals that match your filters appear on the board and the filters apply to all tabs (created next). Here's how to add them:

![CRM filter options for managing deals, including opportunity type selection and filter addition.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Filters.png)

1. Click **Filter by**, then click **Add filter**.
2. Select the CRM field and add values to filter the deals by.

> [!NOTE]
> Note:
> 
> You can’t use a range field as a filter.
3. Click ![Clear filter.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Clear%20filter.png) to add a [conditional filter](/v1/docs/set-up-tips-on-using-conditional-filters).

### Tabs

**Tabs** are used as a shortcut for seeing different groups of deals, for example – forecast category, deal stage, account size. They also give high level visibility to the roll-ups of these deals. These groups can be defined by any CRM field, allowing you to make groups based on anything that has business value.

By default we’ve added a tab for **Commit**, **Pipeline**, and **Best Case**, but you can edit or delete these. You’ll need at least one tab to build your board and there’s a maximum of 8*.

> [!NOTE]
> Note:
> 
> If you chose to use **Filters** (explained above), make sure that they don’t conflict with your **Tabs**.

Here’s how to create tabs:

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

1. Click **+ Add tab**.
2. Give the tab a name.
3. Select a CRM or Gong field the group should be based on.
4. Select the values for that CRM field, to make up the group.
5. Click ![Clear filter.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Clear%20filter.png) to add a [conditional filter](/v1/docs/set-up-tips-on-using-conditional-filters).
6. You can use ![6 dots light.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/6%20dots%20light.png) to change the order of the tabs. The higher tabs will be seen closest to the left on the board .

> [!NOTE]
> **Note**:
> 
> Conditional filters can be used in both tabs and filters to further define the deals. When using conditional filters, keep in mind these definitions:
> 
> ![Logical operators displayed: Not, And, Or with their matching criteria descriptions.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Conditional filters rules.png)
> 
> The location and order affects how they are handled: **Not** functions are performed first, followed by **And**. Finally **Or** functions take place.
> 
> See [this article](/v1/docs/set-up-tips-on-using-conditional-filters) to understand more about using conditional filters.

### Columns

Now fill your **Columns** with the data needed to evaluate deals quickly*. Columns for CRM data, activity information, and AI-powered insights give your team full visibility into the deal’s status. By default we show the following columns, which can’t be deleted but some can be hidden from deal board view by using the ![Open eye.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Open%20eye.png) – **Score***, **Warning**, **Contacts**,**Deal Activity**.

Here’s how to create your columns:

1. Click **+ Add column** to search the options. Click the name to add it as a column.

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

We recommended adding the most important columns that allow you to better understand the deal. Here are some examples of columns you might want to add:
  1. [Playbooks](/v1/docs/how-to-create-and-manage-playbooks)*. You’ll see Playbook available! on your list of columns if you have one available and can add by clicking **Add now**.
  2. Notes fields.
  3. [Smart](/v1/docs/create-and-manage-custom-smart-trackers) and [keyword](/v1/docs/create-and-manage-keyword-trackers) trackers. Use Gong [pre-trained trackers](/v1/docs/pre-trained-smart-trackers) to see when concepts came up in calls and emails in your deals. This allows you to view key information about the deal at a glance, e.g. Customer pain.

> [!NOTE]
> Note:
> 
> There are [two ways that trackers can be presented](/v1/docs/pipeline-review-use-deal-boards) in a deal board, depending on how you defined the trackers:
> 
> - For trackers where you chose to include separate columns/trackers for each phrase, each phrase for the tracker will show in the deal board when detected. This is useful for competitor or product names.
> - For trackers where you didn't choose separate columns/tracker per phrase, a checkmark will appear in the tracker column when detected.
  4. Columns for your most used CRM fields. You can update your field in the CRM directly from Gong.
2. You can use the ![6 dots light.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/6%20dots%20light.png) to change the order of the columns. The highest columns will be seen on the board closest to the left.
3. **Add suggested updates**. Choose one of your CRM fields (text only) you added as a column to fill with AI suggested updates based on conversations from the current and previous week.

### Briefs

In [**Briefs**](/v1/docs/using-deal-and-account-briefs), define which briefs are generated in the **Briefs** and **Score** tabs in the panel that opens when team members click to inspect a deal:

1. Under **Deal review**, choose a default brief type that focuses on deal updates and highlights and set the period the brief covers when it’s generated. Team members can change these defaults when they inspect a deal.
2. Under **Deal health,**choose a brief type that outlines health indicators affecting the deal’s probability to close and set the period the brief covers when it’s generated. Team members can’t change these when they inspect a deal.

![Overview of deal reviews and health indicators for team collaboration and updates.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Briefs deal board settings.png)

> [!NOTE]
> **Note:**
> 
> We provide two preset brief types for these use cases -**Quick deal review**and **Deal health**. To create and customize your own brief types, click [**Manage briefs**](/v1/docs/create-and-manage-account-and-call-briefs).

### Update CRM

In **Update CRM**, you can define which CRM fields you want available in the **Update CRM** tab to allow reps or managers to update fields in Gong, which automatically sync with your CRM. This tab is found on the deal board when clicking a deal’s company name or activity column.

This is useful to allow sales reps and AE’s to update fields that you don’t necessarily want visible on your board. This way, the board's main view allows you to focus on key information at a glance.

To add a CRM field, click **+ Add field**.

### Amount

In **Amount**, select the CRM amount field to use when calculating total amounts (roll-ups) for each tab within this board. The default will be the field used in your company settings, but here you can update it here for this deal board only. The amount field will be added as a column on your board.

> [!NOTE]
> Note:
> 
> Make sure the amounts are fields in your CRM’s opportunity object, and that they are being imported into Gong.

![Amount](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image-1742309642353.png)

1. Select your CRM amount field. These are examples of what amount fields might be used:
  - Currency amounts like **Total ARR** or **Renewal ARR**. Legacy sales teams may want to calculate totals based on **Total ARR**.
  - Non-currency amounts like **Seats** or **Subscriptions**. New business teams may want to calculate totals based on **Subscriptions**.
2. If you [work with opportunity splits](/v1/docs/set-up-working-with-opportunity-splits), and need to reflect them in amount aggregations, che**ck APPLY OPPORTUNITY SPLITS IN DEAL AMOUNTS AND ROLLUPS**. Make sure that the **AMOUNT** field is set to the CRM field that splits are applied to.

### Warnings

Warnings are AI-powered alerts that help you identify which deals are at risk, and are triggered by certain activities, or lack of activity on a deal. The information that prompts the warning is defined by Gong, but you can customize details, such as which ones you want to use, and the length of time that prompts that warning.

We recommend choosing the warnings that commonly affect your deals, and looking at past successful deals to get an idea of where your threshold is between healthy and risky deals. [Learn more about each warning](/v1/docs/pipeline-review-stay-on-top-of-your-deals-with-warnings).

Here’s how to set your warnings:

1. Toggle on the warnings you want to include in your board.
2. Adjust the warning settings as required.

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

### First View

In **First View**, you can set how this board looks the first time a team member views it.

While they can’t update the board's settings, they can adjust certain filters and views at the board level. The next time they view the board, their previous view will be shown.

Here’s how you can set up the default:

![Settings for the first view of a board, including date and sorting options.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/First view.png)

1. Select the date range to filter the board by.
2. Select which tab is open.
3. Select which column is used to sort the deals by, and whether it's ascending or descending.

### Digest

Choose who gets a tailored weekly email digest for the board. **Subscribers** get a digest where the deals they see are tailored as follows:

- Reps/other role: Deals they handle.
- Managers: Deals handled by their direct reports.
- Managers of managers: Deals handled by everyone rolling up to them.

**Observers** get a digest that shows deals handled by the selected team. The digest is sent weekly on Monday morning, and subscribers and observers can unsubscribe whenever they want.

> [!NOTE]
> Note:
> 
> To allow email digests to be sent, you’ll need to have at least one warning enabled.

### Additional support

The Gong Academy has several deal board recipes, so you can easily get started on creating deal boards for specific business use-cases:

- [Coaching](https://academy.gong.io/learn/scorm-view/13cf4ed3-9c92-5cf4-b9cb-e7147066beca?isPreview=false&learningPathSlug=)
- [SDR development](https://academy.gong.io/courses/deal-board-recipe-sdr-development)
- [Methodology adoption](https://academy.gong.io/learn/scorm-view/5527b111-06e5-5f39-b80e-59792e57a3fc?isPreview=false&learningPathSlug=)
- [Tracking strategic initiatives](https://academy.gong.io/courses/deal-board-recipe-tracking-strategic-initiatives)
- [Managing macro-economic conditions](https://academy.gong.io/courses/deal-board-recipe-managing-macroeconomic-conditions)
- [Customer success, renewals, and upsells](https://academy.gong.io/learn/scorm-view/af7fdb26-8aa9-55f6-83a2-fc83435a5047?isPreview=false&learningPathSlug=)

## Managing deal boards

Once your deal board is set-up, anyone in the company can share it with other team members.

To edit a board, duplicate or delete a board, you’ll need to have deal board management permissions in your assigned permission profile.

### Share a deal board

> **Where to go:**Revenue > Deals

Once you’ve set up a deal board, you can let others know it’s available by sharing it. Team members the board is shared with will receive notifications via email as well as on their homepage.

To share a board:

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

1. Find the relevant board if you don’t want to share your current board.
2. Click **Share board**.
3. Search for and select team members or entire teams to share the board with.
4. Write a message to let them know the benefits of this board, which they’ll receive with the notification.
5. Click **Share**.

### Duplicate a deal board

> **Where to go:**Revenue > Deals

Save time by duplicating an existing board and tweaking it to suit evolving business needs. Here’s how:

![Menu options include 'Manage boards' and 'Create board' for project organization.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Duplicate board.png)

1. Click ![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/More_DS.png) in the top right corner and choose **Manage boards**.
2. Locate the board you want to edit and click **Duplicate**.
3. You’ll be taken to the settings of the duplicate board, where you can make the necessary changes.
4. Click **Save**.

### Edit a deal board

> **Where to go:**Revenue > Deals

Follow these instructions to make edits to any board:

1. Click on the name of your current board to search for the relevant board, and select the name of the board to open it.
2. Click **Edit board**.
3. Make the necessary changes to your board settings and click**Save**.

> [!NOTE]
> Note:
> 
> If you edit any warning settings, it may take a few hours for the board to update while we recalculate data.

### Delete a deal board

> **Where to go:**Revenue > Deals

Follow these instructions to easily delete a board:

![User interface showing editing features for a board.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Edit board.png)

1. Click ![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/More_DS.png) in the top right corner and choose **Manage boards**.
2. Locate the board you want to edit and click **Delete**.
3. Confirm you want to delete this board.

> [!WARNING]
> Warning:
> 
> Once you delete a board, **this can’t be undone**.

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 core platform for gaining advanced visibility into your revenue operations. Also the prerequisite license needed for Gong’s add-on packages. 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.

## Related

- [FAQs: Deal board](/faqs-for-deals.md)
- [Review your pipeline on a deal board](/review-your-pipeline-on-a-deal-board.md)
- [Understanding deal boards](/understanding-deal-boards.md)