--- title: "Managing dashboards" slug: "managing-dashboards" updated: 2026-02-16T14:43:52Z published: 2026-02-16T14:43:52Z --- > ## 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 Forecast > > **Ideal for**: RevOps > **Where to go:**Revenue > Dashboards > [!NOTE] > **Note:** > > The service known as “Revenue analytics” is now called “Dashboards.” Dashboard assets, like metrics and targets, are now configured in the Admin center under “Data studio.” ![Steps to build dashboards, including metrics, targets, and widget addition.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/RA diagram.png) ## Publish, share, and give access > [!NOTE] > **Note:** > > Until published, dashboards are in draft mode and are only accessible to you and other team members with [permission to manage dashboards](/v1/docs/revenue-analytics-permissions#permissions-to-manage-dashboards). To publish, share, and give access to the dashboard: 1. Click **Publish and share**. 2. Under **Invite,**select the people you want to share the dashboard with. 3. Choose whether to **Notify people**or not, and then, optionally, include your own message in the notification. > [!NOTE] > Note: > > Invited people would only see the dashboard if they have an active Forecast seat and [permission to view dashboards.](/v1/docs/revenue-analytics-permissions) If they don’t have these and are invited, they’ll be notified but won’t be able to view the dashboard. 4. Set the dashboard’s access: You can either give access only to invited people or to the entire company. ![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image-1733656945908.png) 5. Click **Share.**People you invited will be notified and see the dashboard under **Shared with you**. Others will see it under **Company dashboards**. 6. Published dashboards appear on the left navigation under **Restricted** or **Public**, depending on the access you provided. 7. To unpublish a dashboard, click ![Three vertical dots icon representing additional options or settings in an application interface.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Hamburger menu(1).png) and then **Switch to draft**. ## Other actions on dashboards - To rename a dashboard, click ![Three vertical dots icon representing additional options or settings in a user interface.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Hamburger menu(2).png) and then **Rename dashboard**. - To delete a dashboard, click ![Three vertical dots indicating a menu or options in a user interface.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Hamburger menu(3).png) and then **Delete dashbaord**. > [!WARNING] > Warning: > > Deleting the dashboard would also delete any widget included in it. These actions cannot be undone, so make sure you do this carefully. - To find a dashboard, type in its name in the search box at the top of the list. - Hover over a dashboard and click **Star dashboard**, to add it to your **Starred** section. ## Manage widgets - To add a widget to the dashboard in a specific location, hover over one of its borders, click **+** and select the widget to add: ![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(492).png) - To rename a widget, click its ![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(536).png) and **Rename widget.** - To duplicate a widget,****click**** its ![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(536).png) and **Duplicate widget.** - To move a widget, click ![Grid layout displaying multiple icons or buttons for user interaction.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Move.png) on its header, and then drag and drop it anywhere. - When there’s more than one widget in a row, you can resize the widgets: hover over the border between them and drag the purple line until you reach the desired width. - To remove a widget from your dashboard, click its ![Three vertical dots indicating a menu or options in a user interface.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Hamburger menu(4).png) and then remove from dashboard. To get the most out of your dashboards, we recommend: | ![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image-1723022223315.png) Visit our [Academy](https://academy.gong.io/courses/explore-gongs-revenue-analytics) and find out how to utilize your dashboards to boost efficiencies and refine revenue operations | | --- | 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 full Forecast package for next-level forecasting and revenue optimization. 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.