---
title: "Managing forecast boards"
slug: "admin-manage-forecast-boards"
updated: 2026-02-25T13:44:46Z
published: 2026-02-25T13:44:46Z
canonical: "help.gong.io/admin-manage-forecast-boards"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.gong.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing forecast boards

> **Who can use this**: Business admin
> 
> **Available on**: Gong Forecast
> 
> **Ideal for**: RevOps

> **Where to go:** Revenue > Forecast

## Managing forecast boards

> [!NOTE]
> **Note:**
> 
> To manage forecast boards, you need "Manage forecast settings" [permissions](/v1/docs/available-permission-settings)

To manage a forecast board:

1. Click ![Action Menu.svg](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/MoreActions.svg?sv=2026-02-06&spr=https&st=2026-10-13T10%3A33%3A31Z&se=2026-10-13T11%3A33%3A31Z&sr=c&sp=r&sig=%2Fu6iO32eKSi306gcBF6AAZsKDe%2BzTsuaCzR54px7bg0%3D)and then **Manage board.**
2. Select your board and click ![more_menu.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/menu.png?sv=2026-02-06&spr=https&st=2026-10-13T10%3A33%3A31Z&se=2026-10-13T11%3A33%3A31Z&sr=c&sp=r&sig=%2Fu6iO32eKSi306gcBF6AAZsKDe%2BzTsuaCzR54px7bg0%3D)
3. Click **Edit board** to make changes to your board. Learn about forecast board settings [here](/v1/docs/set-up-forecast-boards).
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 ![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(522).png?sv=2026-02-06&spr=https&st=2026-10-13T10%3A33%3A31Z&se=2026-10-13T11%3A33%3A31Z&sr=c&sp=r&sig=%2Fu6iO32eKSi306gcBF6AAZsKDe%2BzTsuaCzR54px7bg0%3D).

A team member who manages the business entities in Gong, such as deal and forecast boards. [Find my Business admin](/v1/docs/find-your-technical-or-business-admin).

Gong’s full Forecast package for next-level forecasting and revenue optimization. Access to features depends on your [company’s plan and your assigned seat](/v1/docs/plans-and-seats).

A team member who manages and optimizes revenue-related workflows by managing business entities such as metrics, targets, and dashboards.