Add a deals widget to a dashboard

Who can use this: Business admin

Available on: Gong Forecast

Ideal for: RevOps

Required permissions: Manage dashboards

The Deals widget surfaces the top 20 deals from a deal board tab directly on a dashboard. It's a good fit for when you want a curated deal list like highest-value open deals, recently closed-won, or at-risk pipeline visible without navigating to the deal board itself. The widget is only as good as the deal board tab it pulls from, so if the right tab doesn't exist yet, set it up first.

Step 1: Open the dashboard

You add widgets from inside an existing dashboard, so start by navigating to the one you want to build out. If you haven't created a dashboard yet, do that first.

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 Deals.

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 deal board and pipeline tab

The deal board determines the pool of deals available to the widget. The pipeline tab determines which 20 deals actually appear: the widget always shows the first 20 from the selected tab, in the order the tab is already sorted. Pick the tab that already surfaces what you need.

To select a deal board tab:

1. In the Deal board section, click the dropdown and select a deal board.

2. Under Pipeline, click Default deal board tab and select a tab.

3. Leave the Viewers may change the selected tab checkbox checked to let dashboard viewers switch between tabs themselves or uncheck it to prevent them from doing so.

Step 3: Configure the columns

Deal name is always the first column and it can't be removed. The widget pre-populates columns from the deal board's default columns. Remove the ones you don't need and add any others that are relevant to your audience. By default, viewers can later sort the table by the values in any column.

To configure the columns:

1. Under Columns, click + Add to add a column.

2. To remove a column, click the delete icon next to it.

Step 4: Set the team, period, and filters

The team and period settings scope the deals shown in the widget. Filters let you narrow further beyond the deal board tab's own criteria.

To set the team, period, and filters:

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. (Optional) Under Filters, click + Add to further narrow the deals shown.

4. Click Save.

Frequently asked questions