Add a trends widget to a dashboard

Who can use this: Business admin

Available on: Gong Forecast

Ideal for: RevOps

Required permissions: Manage dashboards

The Trends widget shows how pipeline is changing week over week, alongside forecast submissions and a projection line. It's designed for leaders who want to see not just the current snapshot, but the direction things are moving and whether the trajectory is healthy.

The Trends widget has two modes. Forecast trend shows pipeline alongside forecast submissions and a projection line. Custom trend shows how a metric with history tracking enabled changes over time.

Add the Trends widget

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

Step 1: Open the dashboard

To open the dashboard:

1. From the left sidebar, click Dashboards.

2. Select the dashboard you want to update.

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

4. Select Trends.

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

The line of business connects the widget to a forecast board. The line of business defines the analytics configuration and data scope used by the widget.

To select a line of business:

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

Step 3: Configure the pipeline WoW breakdown and forecast category

The Pipeline WoW section controls how the stacked bars are segmented each week. The Forecast section sets which forecast category the widget displays by default. Configure both together since they define what the chart is measuring and how it's broken down.

To configure the breakdown and forecast category:

1. Under Pipeline WoW, click Breakdown by and select a breakdown option. Breakdown by forecast category is the default and usually the most useful starting point. It shows how much pipeline sits in Commit, Best Case, Pipeline, and so on each week.

2. Under Forecast, click Default forecast category and select a category.

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

Step 4: Set the projection basis

The projection line estimates where the current pipeline trend is heading, based on historical data. The lookback period determines how much history it draws from. A longer lookback smooths out short-term noise, while a shorter one is more reactive to recent changes.

To set the projection basis:

1. Under Projection, click Based on and select a lookback period: Last month, Last Q, Last 2 Qs, Last 3 Qs, or Last 4 Qs.

Step 5: Set the team and period

The team and period settings scope the pipeline data the widget analyzes. Setting these to follow the dashboard means the widget updates when a viewer changes the dashboard selectors, which is useful on shared forecast review dashboards used by multiple managers.

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 trend

Use Custom trend to chart historical snapshots of a metric over time. The metric must support historical analysis, and any fields used in its filters or breakdowns must have history tracking enabled.

Step 1: Switch to Custom trend

To switch to custom trend:

1. From the left sidebar, click Dashboards.

2. Select the dashboard you want to update, click + New widget, and select Trends.

3. Click Forecast trend, select Custom trend and confirm.

Step 2: Select a metric

Custom trend uses historical snapshots of the selected metric. Only metrics that support historical analysis are available.

To select a metric:

1. Under Metric, select a basic or formula metric labeled Supports historical analysis.

2. If the metric you need isn’t available, enable historical analysis for it in metric settings and make sure its fields have history tracking enabled and backfilled.

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

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 4: (Optional) Configure filters

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

To configure filters:

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 5: (Optional) Add a breakdown

A breakdown splits the metric by a history-tracked field, such as stage or forecast category.

To add a breakdown:

1. Turn on Breakdown by.

2. Select the field to use for the breakdown.

For formula metrics, breakdowns appear in Line view. They aren’t available in Stacked vertical bars view.

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:

   1. Weekly: One data point for each week.

   2. Monthly: One data point for each fiscal month.

2. Select a Time range.

Note

Fiscal-year time ranges aren’t supported. If you select one, the widget shows: A yearly snapshot period isn’t supported. Select a different time range.

Step 7: Preview and save

Use the preview to check your trend and choose how to display it.

To preview and save:

1. Select Stacked vertical bars or Line view.

2. Click Save.

Frequently asked questions