Who can use this: Business admin
Available on: Gong Forecast
Ideal for: RevOps
Required permissions: Manage dashboards
The Record list widget shows records from a predefined list view directly on the dashboard: a curated table of accounts, deals, or other objects without requiring viewers to navigate away. It's suited to bringing an account or deal watchlist into a dashboard that leadership already uses regularly. The widget depends on existing list views, so if the list view you need doesn't exist yet, create it first.
Step 1: Open the dashboard
You add widgets from inside an existing dashboard, so start by navigating to the one you want to build out. If you haven't created a dashboard yet, do that first.
To open the dashboard:
From the left sidebar, click Dashboards.
Select the dashboard you want to add the widget to.
Click + New widget at the top right of the dashboard.
Select Record list.
Tip:
If you have a lot of dashboards and aren't sure where to find yours, see Find and organize dashboards for guidance on searching, filtering, and navigating the Dashboards page.
Step 2: Configure the list
The object type determines what kind of records the widget shows and narrows which list views are available. Start by selecting the object type, then choose the list view that defines which records appear.
To configure the list:
In the List section, click the object type dropdown and select the type of records to display, for example Accounts or Deals. Available types include: Accounts, Deals, Targets, Submissions, and Territory.
Click Select list view and select a list view from the dropdown.
(Optional) Refine the list further using the following options:
Show top: Click the Show top dropdown and select a value to control how many records the widget displays. The default is 20.
Filters: Click + Add filter and set a filter condition to narrow the records beyond what the list view already filters. The list view's own dynamic filter applies by default, so most of the time you won't need to add much here. If you set a filter to a fixed value, that filter will no longer respond to dashboard-level selections.
Click Save.
Dashboard filters:
The Apply dashboard filters toggle is on by default. When enabled, the widget's team selection responds to dashboard-level selections. The list view still controls the records' columns and sort order. This widget is best for predefined lists that need to stay aligned with the dashboard context, rather than for open-ended analysis.
Frequently asked questions
Why can't I find the list view I need?
The Select list view dropdown only shows list views that exist for the selected object type. If the one you need isn't there, it hasn't been created yet. Build it in Admin center > List views, then return to configure the widget.
Why does the Record list widget show different results than the list view I selected?
The widget applies the list view's filters in the context of the dashboard's team selector. If the dashboard is scoped to a specific team and the list view has an owner-based filter, the records shown reflect that intersection. Check both the dashboard's team selector and the list view's own filter configuration if the results aren't what you expected.