Dashboards permissions

Tech admin

Gong Forecast*

Dashboards, metrics, and targets are managed through permissions in the Admin center. These permissions control who can create, edit, and manage analytics assets, while allowing broader teams to use approved data in dashboards and forecast boards.

Dashboards, metrics, and targets permissions

Admin center > Permission profiles > Business settings

The permission previously called Manage Revenue Analytics has been split into three separate permissions. This change allows more granular control over who can manage different analytics assets.

Dashboards

Manage dashboards: Create, edit, share, and delete dashboard widgets.

Data studio

Manage metrics: Create, edit, and delete metrics used across Gong

Manage targets: Create, upload, edit, and delete targets used across Gong

Using dashboards without managing permissions

If you don’t have Manage metrics or Manage targets permissions, you can still:

• Use existing metrics and targets in dashboards

• Use existing metrics and targets in forecast boards

As long as you have:

• Manage dashboards permissions (for building dashboards), or

• Manage forecast board permissions (for working with forecast boards)

Viewing dashboards

Admin center > Permission profiles > Pages

To view published dashboards, you must have the Dashboards page permission enabled in your permission profile:

Best practices for permissions setup

• Grant Manage metrics and Manage targets to a small group of trusted admins to reduce the risk of breaking data

• Use Manage dashboards to enable broader teams to build and share insights using approved data

• Review permission profiles periodically to ensure access matches responsibility

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

*The feature is available to you depending on your company’s plan and your assigned seats.