--- title: "Managing dashboards" slug: "manage-a-dashboard" updated: 2026-10-12T14:05:32Z published: 2026-10-12T14:05:32Z canonical: "help.gong.io/manage-a-dashboard" --- > ## 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. # Managing dashboards > **Who can use this**: Business admin > > **Available on**: Gong Foundation > > **Ideal for**: RevOps > > **Required permissions:** Manage dashboards Once your dashboard is created, you can update its settings, duplicate it for a new audience, star it for quick access, temporarily hide it from viewers, or delete it. Most actions are available from the **More actions** ![More actions](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/MoreActionsSolid.svg?sv=2026-02-06&spr=https&st=2026-10-12T18%3A44%3A50Z&se=2026-10-12T19%3A44%3A50Z&sr=c&sp=r&sig=hyzGu%2FJa7YfJOiPmGM5qYH7%2FeiskxPVSGMq63zzLsCw%3D) icon at the top of the dashboard. Some options differ depending on whether the dashboard is published or in draft. ## Edit dashboard settings Update a dashboard's name, description, or date filter type when your requirements change after creation. For example, rename it for a new audience or adjust the period type after adding new widgets. **To edit dashboard settings:** 1. From the left sidebar, click **Dashboards** and open the dashboard you want to manage. 2. Click the **More actions** ![More actions](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/MoreActionsSolid.svg?sv=2026-02-06&spr=https&st=2026-10-12T18%3A44%3A50Z&se=2026-10-12T19%3A44%3A50Z&sr=c&sp=r&sig=hyzGu%2FJa7YfJOiPmGM5qYH7%2FeiskxPVSGMq63zzLsCw%3D) icon and select **Edit dashboard settings**. 3. Update the **Name**, **Description**, or **Period type** as needed. 4. Click **Save**. > [!WARNING] > Important: > > Changing the date filter type can break widgets that are already configured. Forecast rollup and Target Attainment widgets only support fiscal dates. Switching to a Rolling range picker may make some widgets unsupported or prevent them from displaying data as expected. ## Duplicate a dashboard Duplicating a dashboard creates a copy with all the same widgets and settings. Use this as a starting point when you need a similar dashboard for a different audience or business question. **To duplicate a dashboard:** 1. From the left sidebar, click **Dashboards** and open the dashboard you want to manage. 2. Click the **More actions** ![More actions](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/MoreActionsSolid.svg?sv=2026-02-06&spr=https&st=2026-10-12T18%3A44%3A50Z&se=2026-10-12T19%3A44%3A50Z&sr=c&sp=r&sig=hyzGu%2FJa7YfJOiPmGM5qYH7%2FeiskxPVSGMq63zzLsCw%3D) icon and select **Duplicate dashboard**. 3. Gong creates a copy and opens it. Edit the name and settings as needed. ## Star a dashboard Star a dashboard you open frequently so it appears under **Starred** at the top of the left sidebar, without scrolling through your full list. **To star a dashboard:** 1. From the left sidebar, click **Dashboards** and open the dashboard you want to manage. 2. Click the **More actions** ![More actions](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/MoreActionsSolid.svg?sv=2026-02-06&spr=https&st=2026-10-12T18%3A44%3A50Z&se=2026-10-12T19%3A44%3A50Z&sr=c&sp=r&sig=hyzGu%2FJa7YfJOiPmGM5qYH7%2FeiskxPVSGMq63zzLsCw%3D) icon and select **Star dashboard**. 3. The dashboard appears immediately under **Starred** in the sidebar. To remove it from Starred, click **Unstar dashboard**. ## Switch to draft Switching a published dashboard to draft makes it invisible to viewers. Only team members with the Manage dashboards permission can see it until it is published again. This option only appears on published dashboards. **To switch a dashboard to draft:** 1. From the left sidebar, click **Dashboards** and open the dashboard you want to manage. 2. Click the **More actions** ![More actions](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/MoreActionsSolid.svg?sv=2026-02-06&spr=https&st=2026-10-12T18%3A44%3A50Z&se=2026-10-12T19%3A44%3A50Z&sr=c&sp=r&sig=hyzGu%2FJa7YfJOiPmGM5qYH7%2FeiskxPVSGMq63zzLsCw%3D) icon and select **Switch to draft**. 3. To publish the dashboard again, click **Publish and share**. See [Publish and share a dashboard](/v1/docs/publish-and-share-a-dashboard). ## Delete a dashboard Deleting a dashboard permanently removes it and all its widgets. This action cannot be undone. **To delete a dashboard:** 1. From the left sidebar, click **Dashboards** and open the dashboard you want to manage. 2. Click the **More actions** ![More actions](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/MoreActionsSolid.svg?sv=2026-02-06&spr=https&st=2026-10-12T18%3A44%3A50Z&se=2026-10-12T19%3A44%3A50Z&sr=c&sp=r&sig=hyzGu%2FJa7YfJOiPmGM5qYH7%2FeiskxPVSGMq63zzLsCw%3D) icon and select **Delete dashboard**. 3. Review the confirmation and click **Delete dashboard**. > [!WARNING] > Important: > > Deleting a dashboard also deletes all widgets included in it. This action cannot 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). A team member who manages and optimizes revenue-related workflows by managing business entities such as metrics, targets, and dashboards.