---
title: "Managing list views"
slug: "managing-list-views"
updated: 2026-05-14T12:51:19Z
published: 2026-05-14T12:51:19Z
---

> ## 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 list views

> **Who can use this**: Business admin
> 
> **Available on**: Gong Forecast
> 
> **Ideal for**: RevOps

> **Where to go:**Admin center > Data studio > List views

> [!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.”

List views are custom tables that control what users see when drilling into acount-related data in dashboard widgets, revealing detailed information for each account, such as CRM fields linked to it.

![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/List views drilldown.gif)

Once defined, a default view is [selected per account-based metric](/v1/docs/managing-list-views-1#use-list-views-for-account-drilldown), and the default can be [overridden in individual widgets](/v1/docs/managing-list-views-1#widget-drilldown-override) if needed.

## Create a list view

1. Go to **A****dmin center****> List views.**The page lists all existing list views, including their names, descriptions, who last modified them, and the count of metrics and widgets using each of them.

> [!NOTE]
> **Note:**
> 
> The list includes a preset **Generic account view** with commonly used fields. The view is automatically assigned to account-based metrics unless a custom view is assigned.
2. Click **+ New view**, give your list view a name and a description, and click **Next**.

> [!TIP]
> **Tip:**
> 
> Use descriptive names like "Prospect account info" or "Accounts with ARR info" so other dashbaord admins can easily find them.
3. Choose which fields are included in the view by adding/removing columns. You can also select a related object field (so for deal based metrics you can select an account field). Scroll to the bottom of the list to find the Related objects fields.
  - Drag and drop columns to rearrange them.

![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Rearrange.gif)
  - Click column headers to sort the table.
  - Choose a sort field and direction to control the default order in which accounts will be shown.
4. Click **Save**. The view is now available to be used as a drilldown view, by [assigning it to account-based metrics](/v1/docs/managing-list-views-1#use-list-views-for-account-drilldown) and optionally by [overriding the default in widgets](/v1/docs/managing-list-views-1#widget-drilldown-override).

## Use list views for account drilldown

1. Create/edit a [basic metric](/v1/docs/build-your-own-metrics#basic-metrics), and set the base object to **Accounts**.
2. Set the default **Drilldown view** from one of the list views [you created](/v1/docs/managing-list-views-1#create-a-list-view). Hover over list view names to see which columns they include. If you can’t find a list view that suits your needs, click **Manage list views** and create one.

> [!NOTE]
> Note:
> 
> For account-based metrics created before July 13, 2025, Gong auto-selected a generic preset list view.

![Metric definition for top accounts, including attributes and aggregation details.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/managing list views(1).png)

### **Widget drilldown override**

To set a drilldown view in specific widgets:

1. Edit a widget and select a metric.
2. Next to **Drilldown**view, you’ll see the metric’s default drilldown view. Hover over list view names to see which columns they include.

![Settings panel displaying metrics and filters for account views in a dashboard.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/managing list views 2(1).png)
3. Choose to override the view or keep the default. If you can’t find a list view that suits your needs, click Manage list views and create one.

  

| ![](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.