About dashboard widgets

Who can use this: Business admin

Available on: Gong Forecast

Ideal for: RevOps

Required permissions: Manage dashboards

Widgets are the building blocks of a dashboard. Each widget answers a specific business question using your company's data. Widget types are grouped into two categories: custom widgets that work with your own metrics, and deals and forecast widgets that draw on pipeline and forecast data.

All widgets are set to respond to the dashboard's team and period selectors by default. You can override this in individual widget settings by setting a fixed team or date, but if you do, that widget will no longer update when a viewer changes the dashboard-level selection. We recommend keeping all widgets on a dashboard set to dynamic so viewers get a consistent experience as they filter.

Custom widgets

Custom widgets let you build flexible analyses on top of the metrics your company has defined.

Custom chart

Custom charts visualize a single or multiple metrics filtered and broken down by criteria you define. Use it when you want to show how a metric varies across a dimension, such as booking performance by team over the last four quarters or pipeline created by deal type. You choose the metric, how to break the data down, and what chart shape makes the most sense for your audience: bars, line, pie, or table.

KPI

A single number - either a metric or a forecast submission - optionally compared against a target or a second metric. KPI widgets are designed for at-a-glance reading. A viewer opening the dashboard should immediately be able to tell whether a number is on track without having to interpret a chart. You can display a metric value or a forecast submission number, and optionally measure it against a target to show attainment percentage.

KPI widgets work well at the top of a dashboard, giving viewers a summary before they dig into Performance or Target Attainment widgets below.

Performance

A color-coded table comparing individual or team performance across one or more metrics. Performance widgets make it easy to spot who is above, near, or below their expected range without reading every number. You define color thresholds, and the table does the visual work. Viewers can toggle between a team view and an individual breakdown.

When using color coding, apply it only to metrics that have a consistent meaning across teams (such as win rate or attainment), not to metrics like bookings or pipeline created that vary naturally by team size or territory.

Text

A free-text area with rich formatting. Text widgets don't display data; they add context to the dashboard. Use them to explain the purpose of a section, document how a metric is calculated, call out something viewers should act on, or visually divide the dashboard into named sections that make it easier to navigate.

Target Attainment

A widget that tracks how performance on a metric is trending against its target over time, broken down by team or period. Unlike a KPI widget, which shows a single current number, Target Attainment is designed to show the trajectory: whether attainment is improving or declining across multiple periods. It's most useful in recurring review meetings where the trend matters as much as the current number.

Target Attainment supports fiscal date pickers only and does not work with Rolling range date pickers, so check your dashboard's date picker setting before adding this widget.

Note:

Target attainment widgets only support fiscal calendar.

Record list

A tabular list of account or deal records pulled from a predefined list view. Record list widgets are useful when viewers need to act on specific records rather than just read summary data. For example, surfacing the top accounts in a territory, deals that have gone quiet, or opportunities above a certain value threshold. The list updates based on the dashboard team selector, and you can add filters to narrow the records shown.

Record list widgets are built on list views, which are configured separately in the Admin center before you can use them here.

Deals and forecast widgets

These widgets are built around pipeline and forecast data. Unlike custom widgets, they don't draw from your metrics library. They connect to specific deal boards, forecast boards, and CRM data directly. This makes them faster to set up for standard forecast and pipeline use cases, but also less flexible.

Deals

A list of up to 20 deals from a selected deal board tab, sorted and filtered according to criteria you set. Deals widgets give viewers direct access to the records behind a pipeline number. Use them when you want to surface specific deals in context, such as the highest-value deals at risk, the largest open opportunities in a territory, or deals that match a particular warning condition. Viewers can click through to the full deal board for more detail.

When configuring a Deals widget, choose your deal board and pipeline tab carefully, as these define the pool of records the widget draws from. You can then add filters to narrow which deals appear.

Forecast rollup

A table showing forecast submissions per team from a selected forecast board, across whichever forecast categories you choose to display. This is the standard widget for forecast review meetings, as it gives everyone in the room a single, consistent view of where each team has committed. The widget reflects the latest submissions and responds to the dashboard team and period selectors.

Forecast rollup supports fiscal date pickers only and is not compatible with configurable forecast boards.

Note:

Forecast rollup widgets only support fiscal calendar. In addition, the widget does not support configurable forecast boards. If your company uses configurable forecast boards, this widget will not populate data from them.

Trends

A week-over-week pipeline analysis that shows how your actual pipeline compares to forecast submissions and projected numbers over a selected period. Trends widgets are most useful when you want to understand whether your forecast accuracy is improving. They make it easy to see how committed numbers have tracked against pipeline reality over time. You can break down by forecast category or pipeline stage and configure the projection period to suit your review cadence.

Changes

A bar chart showing how the total amount in a forecast category moved over a selected interval, broken down by the reason for each change. Changes widgets answer the question every forecast reviewer asks: where did the pipeline go? They surface deal pushouts, amount increases and decreases, and closed-lost volume, so you can see not just what changed but why. Viewers can click into the bars to drill down to the specific deals behind each change.

Funnel

A visual representation of how deals move through your selected sales process stages, including the conversion rate between each stage. Funnel widgets help you identify where deals are stalling or falling out of the pipeline: if a particular stage shows a sharp drop, that's where you're likely to focus your coaching or process improvement effort. You select which stages to include and map them to your CRM's stage fields.

Note:

You can include stages from different sales processes in a single funnel, but mixing stages from unrelated processes can produce misleading conversion rates. Validate your stage selection to make sure the stages form a coherent sequence.

Frequently asked questions