Managing dashboards

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

Steps to build dashboards, including metrics, targets, and widget addition.

Note:
Until published, dashboards are in draft mode and are only accessible to you and other team members with permission to manage dashboards.

To publish, share, and give access to the dashboard:

Click Publish and share.
Under Invite, select the people you want to share the dashboard with.
Choose whether to Notify people or not, and then, optionally, include your own message in the notification.
Note:
Invited people would only see the dashboard if they have an active Forecast seat and permission to view dashboards. If they don’t have these and are invited, they’ll be notified but won’t be able to view the dashboard.
Set the dashboard’s access: You can either give access only to invited people or to the entire company.
Click Share. People you invited will be notified and see the dashboard under Shared with you. Others will see it under Company dashboards.
Published dashboards appear on the left navigation under Restricted or Public, depending on the access you provided.
To unpublish a dashboard, click the more actions icon and select Switch to draft.

Other actions on dashboards

To rename a dashboard, click the more actions icon and select Rename dashboard.
To delete a dashboard, click the more actions icon and select Delete dashbaord.
Warning:
Deleting the dashboard would also delete any widget included in it. These actions cannot be undone, so make sure you do this carefully.
To find a dashboard, type in its name in the search box at the top of the list.
Hover over a dashboard and click Star dashboard, to add it to your Starred section.

To add a widget to the dashboard in a specific location, hover over one of its borders, click + and select the widget to add:
To rename a widget, click the more actions icon and select Rename widget.
To duplicate a widget, click the more actions icon and select Duplicate widget.
To move a widget, click the reorder icon on its header, and then drag and drop it anywhere.
When there’s more than one widget in a row, you can resize the widgets: hover over the border between them and drag the purple line until you reach the desired width.
To remove a widget from your dashboard, click the more actions icon and select Delete widget.

To get the most out of your dashboards, we recommend:

Visit our Academy and find out how to utilize your dashboards to boost efficiencies and refine revenue operations