Add a changes widget to a dashboard

Who can use this: Business admin

Available on: Gong Forecast

Ideal for: RevOps

Required permissions: Manage dashboards

The Changes widget shows what drove movement between two points in time, displayed as a waterfall chart. Viewers can select a bar to see the deals behind each change.

It answers the question leaders ask every week: Why is the forecast number different from last week? Deals pushed out, amounts decreased, new deals added, or closed-lost. Each type of change gets its own bar, and viewers can click in to see exactly which deals moved.

The widget has two modes. Forecast changes shows movement in a forecast category. Custom changes shows what drove movement in a metric with historical analysis enabled.

Add the Forecast changes widget

Add the Forecast changes widget to an existing dashboard. If you haven’t created a dashboard yet, create one first.

Step 1: Open the dashboard

Start by navigating to the dashboard you want to build out.

To open the dashboard:

1. From the left sidebar, click Dashboards.

2. Select the dashboard you want to add the widget to.

3. Click + New widget at the top right of the dashboard.

4. Select Changes.

Tip:

If you have a lot of dashboards and aren't sure where to find yours, see Find and organize dashboards for guidance on searching, filtering, and navigating the Dashboards page.

Step 2: Select a line of business and configure the forecast category

The line of business connects the widget to a forecast board. The forecast category determines which slice of the pipeline the waterfall chart analyzes. Configure both together since they define what the widget is measuring.

To select a line of business and configure the forecast category:

1. Click the Line of business dropdown and select a line of business.

2. Under Forecast, click Default forecast category and select a category. Open deals is the most common starting point, it shows movement across the full pipeline. If you want to focus on committed numbers, Forecast or Best Case may be more relevant. Available options include Open deals, Forecast, Best Case, Open Pipeline, and Closed won.

3. (Optional) Select Allow viewers to change the selected category to let viewers switch categories themselves.

Step 3: Set the changes tracked date range

The date range defines how far back the widget looks for deal movements. The default is the last 7 days, which works well for weekly forecast reviews. Extend it if you want to show a broader picture of what's changed over a longer period.

To set the date range:

1. Under Changes tracked, click Date range and select a date range.

Step 4: Set the team and period

The team and period settings scope the deals the widget analyzes for changes. Setting these to follow the dashboard means the widget updates when a viewer changes the dashboard selectors.

To set the team and period:

1. Under Select team and period, click Team member is and select a team.

2. Click Date period is and select a time period.

3. Click Save.

Build a Custom changes view

Use Custom changes to see what drove movement in a metric between two points in time. The metric must support historical analysis, and its fields must have history tracking enabled and backfilled.

Step 1: Switch to Custom changes

To switch to Custom changes:

1. From the left sidebar, click Dashboards.

2. Select the dashboard you want to update, click + New widget, and click Forecast changes.

3. Select Custom changes and confirm.

Step 2: Select a metric

Custom changes supports basic metrics with historical analysis enabled.

To select a metric:

1. Select the metric you want to analyze.

2. Make sure the metric’s fields have history tracking enabled and backfilled.

3. Click More actions icon to change the metric name.

Note:

Custom changes doesn’t support formula metrics or metrics that use the Count, Count uniques, Max, or Min aggregations. These metrics show the error: The selected aggregation metric is not supported.

Step 3: Configure the drilldown view

The drilldown view uses your existing deal board layout.

To configure a drilldown view:

1. Under Drilldown view, select the view to use.

Note:

Drilldown shows deals in their current state, not their values at the historical point shown in the chart.

Step 3: Configure filters

Use filters to narrow the deals included in the metric. Fields used in filters must have history tracking enabled.

1. Under Where, add or change filters. Click + And to add a condition.

2. Turn Apply dashboard filters to this widget on or off to choose whether dashboard filters also apply.

Step 6: Set the analysis timeframe

Choose how often the widget displays a snapshot and the time period to include.

To set the analysis timeframe:

1. Under Analysis timeframe, select a Granularity:

   • Weekly: One data point for each week.

   • Monthly: One data point for each fiscal month.

2. Select a Time range.

Step 5: Save the view

The waterfall groups metric movement by change reason. You can’t break it down by another field.

To save the view:

1. Click Save.

Frequently asked questions