Managing forecast boards

Who can use this: Business admin

Available on: Gong Forecast

Ideal for: RevOps

Where to go: Deals > Forecast

Managing forecast boards

Note:

To manage forecast boards, you need "Manage forecast settings" permissions

To manage a forecast board:

1. Click and then Manage board.

2. Select your board and click

3. Click Edit board to make changes to your board. Learn about forecast board settings here.

4. Click Duplicate to make a copy of the board and then edit the duplicated board.

5. Click Hide to hide the board. You can always come back and unhide it.

Removing people from the board

To remove teams or team members that don't need to forecast for in the displayed forecast board:

1. Navigate to a team or individual that you want to remove from the board.

2. Click  .