Documentation Index

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List widget

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Who can use this: Business admin

Available on: Gong Forecast

Ideal for: RevOps

Steps to build metrics, dashboards, and add widgets for data visualization.

What’s a list widget

List widgets are account record list widgets based on predefined list views.

List widgets support all dashboard date picker types and updates the widget results based on the date selection made in the dashboard.

Building a list widget

Note:

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

To build a list widget:

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

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

  3. Under List, select a predefined account list view. If you can’t find the view you’re looking for, click Manage list views and create one.

  4. After selecting a view, you’ll notice a default filter is applied to the widget, and the account’s owner ID is set to be dynamic and respond to whatever is selected in your dashboard. You can change it to fixed values:

    Note:

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

  5. In addition to the Owner ID filter, you may add any filter (+Add filter) that defines which accounts qualify to be included in the widget.

  6. When you’re happy with the Preview results on the right, click Save.


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