Before getting started

Tech admin
Gong Forecast*

Note: This feature is available to customers enrolled in the beta program. Reach out to your CSM if you're interested in early access.

Here’s what you need before your revenue team can start setting up Gong Forecast:

Plan and seats: Your company must have a Gong Forecast plan, and team members forecasting with Gong must be allocated with Forecast seats. Typically, every rep and manager should have a Forecast seat, as well as the business admin and other individuals.
The plan type and the number of seats allocated and purchased are shown in Admin center > Team members.
Hierarchy: If your company provisions team members from an external provider like Okta or OneLogin, make sure the team hierarchy is up-to-date there. If it isn’t, managers won't see their direct reports’ forecasts.
CRM integration: Gong should be integrated with your CRM (Salesforce, HubSpot, or Dynamics).

*The features available to you depend on your company’s plan and your assigned seats.