Manage forecast boards

Who's this for? Revenue Ops, Business Admin with "Manage forecast settings" permissions (as assigned by your admin in your permission profile).

Where to go? Deals > Forecast

Plan: Working with Gong Forecast requires a Forecast seat.

Manage forecast boards to:

• Edit forecast board settings

• Duplicate an existing board to create a new one based off the original's settings

• Hide the forecast board

You can also create new boards or open a board from here.

Edit forecast board settings

1. Go to Deals > Forecast >> Manage lines of business.

2. Next to the board you want to edit, go > Edit.

Duplicate a forecast board

1. Go to Deals > Forecast >> Manage lines of business.

2. Next to the board you want to edit, go> Duplicate.

3. Edit the new board as desired.

Hide a forecast board

Hiding a board means it can't be accessed by anyone and that no update reminders are sent to anyone.

People with "Manage forecast settings" permissions can hide and unhide forecast boards.

• Go to Deals > Forecast > > Manage lines of business > on the forecast board> Hide / Unhide.