Who can use this: Any team member
Available on: Forecast Essentials
Gong Account boards provide go-to-market teams with a clear, shared view of the accounts they manage, bringing together CRM data, Gong activity, and AI-powered context in one place.
Account boards help account managers, sales leaders, customer success and RevOps teams understand engagement, prioritize accounts, and review account health across the entire customer relationship. By focusing on ongoing account management, Account boards are designed for teams that take an account-centric approach to retention, expansion, and long-term growth, whether an account has multiple active deals or no deals at all.
Account boards help teams:
Organize accounts by motion, such as renewals, QBRs, or territory reviews
Prioritize high-impact accounts and opportunities
Track account health using CRM data, activity, and Gong AI insights
Stay aligned on account strategy and next steps
Centralizing account context
Account facing teams often need to pull together account context from multiple sources, including CRM records, activities, and conversations—making it harder to get a clear view of account status and risk.
Account boards bring this information into a single, structured view, making it easier to compare accounts, understand engagement, and focus on next steps.
They support a wide range of account-focused workflows, including:
Weekly or monthly account reviews
Renewal and QBR preparation
Managing large enterprise accounts with multiple opportunities
Tracking engagement on accounts without active deals
Prioritizing outreach based on activity, ownership, or strategic importance
Admins can create multiple boards for various team purposes, ensuring each workflow has a clear, focused view of the right accounts.
Account board structure
Each Account board defines which accounts appear, typically based on CRM fields such as account ownership, role, or date fields.
Tabs
Tabs group accounts into predefined views that reflect different account motions or focus areas. Common examples include:
Accounts needing engagement
Accounts approaching renewal
Strategic or high-priority accounts
Each tab applies its own filtering logic using CRM fields, allowing teams to switch between perspectives without rebuilding filters each time.
Columns
Columns determine which account information is visible at a glance. Admins can add any number of columns to surface the most relevant account data, helping account managers get the context they need to make decisions and take action. Columns typically include:
Account CRM fields such as ARR, segment, region, or health score
Activity indicators showing recent engagement
Columns are configurable so each board can surface the information most relevant to its use case, to keep reviews focused.
Drill into accounts
Deeper account context is available in the Account panel, which opens when an account is selected.
From here, you can:
Review the Activity timeline: Recent activity, such as calls, emails, and meetings aggregated across the account.
Access AI-generated briefs to get up to speed quickly.
Ask natural language questions using Ask anything.
Navigate to the full Account console for deeper analysis.
AI-powered insights allows teams to move seamlessly between scanning accounts and investigating details—ideal for account reviews, planning sessions, and handoffs.
These insights help teams quickly understand what’s happening on an account and decide what to focus on next.