Add a performance widget to a dashboard

Who can use this: Business admin

Available on: Gong Forecast

Ideal for: RevOps

Required permissions: Manage dashboards

The Performance widget compares multiple metrics across teams or individuals in a single table. It's the right choice when you want leaders to see how different parts of the business are tracking on the same set of measures, for example win rate, ASP, and attainment in one view.

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 Performance.

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: Configure the metrics

Each metric added to the widget becomes a column in the table. Think carefully about which metrics belong together. The Performance widget is most useful when all the metrics share a coherent definition of good performance. Mixing metrics that measure fundamentally different things makes the table harder to consume.

To configure the metrics:

1. In the Metric section, click Select metric and choose a metric from the list.

2. (Optional) Refine each metric using the following options:

   • Measure against target: Select the checkbox on the metric section, then click Select target and choose a target. The column will show each row's value as a percentage of the target.

   • Assign display colors to value ranges: Select the checkbox on the metric section. Set the green threshold (is greater than) and the red threshold (is less than). The yellow range fills automatically.  Reserve color coding for stable metrics where good performance is consistent across everyone on the dashboard, like win rate or attainment percentage. The same thresholds apply to every row, so if teams have different baselines, the colors can be misleading. If Measure against target is also enabled, the thresholds apply to the attainment percentage value, not the raw metric value.

   • Drilldown view: Click Drilldown view on the metric section and select the list view that will open when viewers click a cell to inspect its underlying records.

   • Filter: Click + Add filter on the metric section. Select Single condition or Condition group and set the filter.

   • Additional metrics: Click + Add metric at the top of the settings panel to add more columns.

   • You can drag and drop the metric sections to reorder the columns.

Step 3: Set the team and period

The team and period settings control whose data populates the table rows. The preview pane has a Teams/Individuals selector. That's a viewer display preference, and it doesn't affect the data configuration. Viewers can also sort the table by the values in any column.

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.

Dashboard filters:

The Apply dashboard filters toggle is on by default. When on, the widget updates when viewers change the dashboard's Team or Period selectors, which is useful for dashboards that different managers use to look at their own teams. Set Team or Date period to a fixed value if this widget should always show the same data regardless of what the dashboard filters are set to.

Frequently asked questions