Who can use this: Business admin
Available on: Gong Forecast
Ideal for: RevOps
Required permissions: Manage metrics or Manage dashboards
After you create a list view, you can edit it, duplicate it as a starting point for a new one, or delete it when it is no longer needed. Changes you make to a list view take effect immediately across all dashboards and Forecast boards that use it.
Edit a list view
Edit a list view to update its columns, sort configuration, or name. Changes take effect for all metrics and widgets that use the view.
To edit a list view:
From the left sidebar, click Admin center.
In the Settings tab, click List views on the Data Studio card.
Find the view, click the More actions icon, and select Edit view.
Make your changes and click Save.
Important:
Editing a list view changes what every metric and widget that uses it shows in drilldowns. Before editing, check the Used in column on the List views page to understand the potential impact.
Delete a list view
Delete a list view when it is no longer needed. To delete a list view:
From the left sidebar, click Admin center.
In the Settings tab, click List views on the Data Studio card.
Check the Used in column to see how many metrics and widgets reference the view.
Click the More actions icon and select Delete view.
Note:
When the view is used by a metric or widget, deletion is blocked. The Generic account view, the preset view Gong provides, cannot be deleted. You can edit it to change its columns and sort configuration.
Frequently asked questions
What is the Generic account view?
The Generic account view is a preset list view Gong provides for every account. It contains commonly used account fields and is automatically assigned to account-based metrics that don't have a custom view selected. You can edit it to match your company's CRM field definitions, but you cannot delete it.
How do I assign a list view to a metric?
When creating or editing an account-based metric (base object: Accounts), scroll to the Drilldown view field and select your list view from the dropdown. Hover over a view name to preview its columns before selecting. See Create a basic metric for full metric configuration steps.
Can I use a different list view for a specific widget without changing the metric default?
Yes. When editing a widget, you can override the metric's default drilldown view and select a different list view for that widget only.
A field I need isn't showing in the column picker. What should I do?
The available fields depend on your CRM integration. If a field isn't available, a tech admin may need to import it through the CRM integration settings. New fields can take a few hours to sync after import.