Forecast analytics dashboards
- 1 minute read
- Contributors
- DarkLight
Forecast analytics dashboards
- 1 minute read
- Contributors
- DarkLight
Article summary
The content provides guidance on using Gong Forecast for Revenue Ops and Business Admins. Users with a forecast license can view, while editing requires "Manage forecast settings" permissions. Access Gong Forecast through Deals Analytics Plan. Key metrics are displayed for business line level review and strategy alignment. Dashboards offer insights on sales performance, trends, and deal values. Actions include filtering, viewing additional data, and diving into deals. Forecast admins can customize widgets for data display. Widgets show forecast rollup, trends, deal values, and pipeline changes. Customize widgets for selected periods, trends, and pipeline changes. Highest value deals and deals at risk widgets are not customizable.
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Who's this for? Revenue Ops, Business Admin
Who can do this? To view: Anyone with a forecast license, to edit: You must have "Manage forecast settings" permissions (as assigned by your admin in your permission profile).
Where to go? Deals > Analytics
Plan: Working with Gong Forecast requires a Forecast seat.
Key business metrics, at a glance
Review progress, set strategies, and align teams at the business line level.
Start your recurring revenue meetings by looking at your overall sales performance across multiple reports in one handy view. Dashboards show reports in widgets, such as:
Forecast rollup for the selected and following periods
Forecast and pipeline trends
Highest-value deals and highest-value deals at risk
Changes by forecast category
We automatically create a dashboard for each business line, with no additional setup needed.
Actions on the dashboard
These actions can be taken by anyone viewing the dashboard.
Filter the dashboard
Change the team and period at the top of the board.
See additional data
Hover over report widgets to see additional information about the report.
In the Trends widget, select whose forecasts and categories to show.
In the highest-value deals and highest-value deals at risk widgets, change forecast category at the top of the widget.
Dive into your deals
Click any bar in the chart to dive into the list of deals assembling it.
Go to the full report
Click the report name to go to the full report page.
Customize widgets
Forecast admins can select which data points are shown per widget for all viewers. Changes apply to the current dashboard only.
Widgets can be edited as follows:
Forecast for selected and next period widgets
Click
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, and select the forecast board columns you want to show in the widget (maximum 6).
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, and select the forecast board columns you want to show in the widget (maximum 6).Trends widget
Click
, and change the base period for the trends shown.
Highest-value deals and highest-value deals at risk widgets
These widgets cannot be customized.
Pipeline changes widget
Click
, and change the timeframe shown.
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