Create and edit forecast boards

RevOps, Business admin

Gong Forecast*

Configurable forecast boards let you control how forecast data is structured, displayed, and calculated, so you can match your board setup to how your team actually forecasts. This setup works for any forecasting motion, including new business, renewals, and hybrid models.

This article details the process of building and managing configurable forecast boards.

Deals > Forecast

How to build a forecast board

Before starting to build a forecast board, make sure the metrics and targets required for your board are configured. You can go back and build new ones and make changes as needed.

To build a forecast board:

1. Go to > Add line of business  > Line of business V3.

   

   Note:

   Until legacy forecast boards (lines of business) are fully retired, both configurable boards and legacy boards remain available.

2. Give the board a meaningful Name and a Description for some context. When team members forecast, the name of the board appears where they pick the period and what they’re forecasting for:

   

3. In Board columns, add columns to the board. You can add metric, forecast submission, or target columns. Go to the relevant article for more information.

4. In Period, select the period your company forecasts for - monthly, quarterly, or both.

5. In Cadence, turn on/off Send a reminder when forecast is due and set the day and time of the notification. Notifications are sent to everyone via Slack (if your company has a Slack intergration) and via the Gong desktop and mobile apps when it’s time for them to forecast or review their team’s forecast.

6. In Compnay snapshot, set the day and time when forecast numbers are locked for the week, typically right before the weekly forecast meeting.

   Warning:

   The selected snapshot time applies to all forecast boards, not just the one you’re currently editing.

   Note:

   Team members can change their numbers at any time, but the numbers taken at the time of the snapshot are submitted and used to calculate progress in forecast trends, week over week.

7.  In Deals drilldown view, set the view that opens when team members click to inspect deals in this board:

   1. Click +Add column.

   2. Click the trash icon to remove a column. Columns with a lock icon next to them can’t be removed.

      The drilldown view is displayed when team members click a cell > <#> deals:

      

8. In Update CRM, add CRM fields that require team members updates. These fields appear under Update CRM when a cell is clicked, and all inputs sync with the CRM.

9. In Warnings, turn on/off the warnings to include in the board and the threshold for each warning.

10. Click Save.

Once saved, the board can be edited, duplicated or hidden.

To edit an existing board:

1. Go to Deals > Forecast, click   > Forecast settings and follow the instructions above.

To duplicate a board:

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

2. Select the board to duplicate, click   > Duplicate.

Edit the duplicated board by following the instructions above.

To hide or unhide a board and clean up your view:

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

2. Select the board to hide/unhide, click > Hide/Unhide.

Best practices

• Start simple: Build a basic board and iterate. Many teams begin with one board before branching into others.

• Keep logic centralized: Reuse existing metrics and filters from your dashboard environment to avoid duplications.

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