Manage dashboard filters

Who can use this: Business admin

Available on: Gong Forecast

Ideal for: RevOps

Required permissions: Manage dashboards

Dashboard filters apply shared criteria across your dashboard's supported widgets so viewers can focus on specific data without changing the view for anyone else. You configure, lock, and remove filters from an existing dashboard. Changes take effect for viewers only after you click Publish filters.

Add a filter

Add a filter when you want viewers to be able to narrow the dashboard to a specific segment, such as a territory, account tier, or product line, without you needing to build a separate dashboard for each. Available fields depend on your CRM integration and the entities imported into Gong.

To add a filter:

1. Open the dashboard.

2. Click Filters.

3. Click Add filter.

4. Select an entity, then choose the field and value to filter by.

5. (Optional) Click the Lock icon next to the filter to lock it.
   Note: Locked filters are visible to viewers but cannot be changed by them.

6. Click Publish filters.

Note:

Unpublished changes appears at the top of the filter panel until you publish. To revert unpublished changes without publishing, click Discard.

Lock or unlock a filter

Lock a filter when you want all viewers to see the same data slice, for example to ensure a leadership review always shows Q4 data regardless of who opens it. Unlock it when you want viewers to explore different cuts themselves, such as filtering by their own territory or team. Admins can change the lock state at any time and republish.

To lock or unlock a filter:

1. Open the dashboard.

2. Click Filters.

3. Click the Lock icon next to the filter to toggle it:

   • Locked: Viewers see the filter value but cannot change it.

   • Unlocked: Viewers can change the filter value when they open the dashboard.

4. Click Publish filters.

Remove a filter

Remove a filter when it's no longer relevant or you want viewers to see the full unfiltered data. The change takes effect for all viewers after you publish.

To remove a filter:

1. Open the dashboard.

2. Click Filters.

3. Click the delete icon next to the filter you want to remove.

4. Click Publish filters.

Which widgets support dashboard filters

Not all widgets respond to dashboard filters. Widgets that don't display a note: Dashboard filters aren't supported for this widget. Even for supported widgets, you can turn off the Apply dashboard filters toggle in the widget's settings to exclude a specific widget while keeping filters active for others. The toggle is on by default.

Supported widgets:

• Custom chart

• KPI widget

• Performance widget

• Target attainment widget

• List widget

• Flows widget

• Custom Trends

• Custom Changes

• Funnel widget (version 2 only)

Not supported (displays a notice on the widget):

• Forecast rollup

• Legacy Trends

• Legacy Changes

• Legacy Deals widget