List widget

RevOps, Business admin

Gong Forecast*

Deals > Dashboards > + New widget > List widget

What’s a list widget

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

Building a list widget

Note:

This procedure requires permission to manage revenue analytics

To build a list widget:

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

   

2. In the dashboard header, click 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.

Visit our Academy and find out how to utilize your dashboards to boost efficiencies and refine revenue operations

*The features available to you depend on your company’s plan and your assigned seats.