---
title: "Before getting started"
slug: "before-getting-started"
updated: 2026-01-07T11:42:25Z
published: 2026-01-07T11:42:25Z
---

> ## 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.

# Before getting started

> **Who can use this**: Tech admin
> 
> **Available on**: Gong Forecast

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](/v1/docs/plans-and-seats), 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](/v1/docs/add-or-edit-a-team-member).
- **Hierarchy:**If your company [provisions team members](/v1/docs/about-provisioning-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](/v1/docs/set-up-the-integration), [HubSpot](/v1/docs/connect-hubspot-to-gong), or [Dynamics](/v1/docs/connect-dynamics-365-to-gong)).

A team member who manages and configures the Gong platform and handles CRM integrations, user provisioning, permissions, and system settings. [Find my Tech 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).