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    Gong Forecast from A-Z
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    Contents

    Gong Forecast from A-Z

    • 1 minute read
    • Contributors
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    Article summary

    Overview

    Get Gong Forecast!

    These steps to be completed by the Gong tech admin:

    1. Make sure you meet the prerequisites: Gong Forecast seat and permission profile overview

    2. Buy Gong Forecast seats: Plans and seats

    Set up

    These steps to be completed by the Gong business admin (usually SalesOps or a leader with this role):

    Tip:

    Take the training! Head to our Academy to find training aimed at admins and frontline managers on getting started with Gong Forecast.

    1. Set up & assign two permission profiles for people forecasting: Set up a permission profile, specifically steps 10-11

    2. Make sure you're importing all the relevant CRM fields

    3. Set up your line of business forecast boards

    4. Set warnings on deals for forecasts

    5. Set up: Upload forecast targets

    6. Set up a view to see your business totals

    Ramp up your team

    These steps to be completed by SalesOps, Sales leaders and frontline managers (FLMs) with reps:

    1. Week 1: Complete training in Gong Academy, hold a kickoff meeting to introduce the team, submit your first forecast!

      We highly recommend the following Academy courses:

    2. Week 2: Hold your first weekly forecast review meeting, drill into the deals in your forecast categories, make notes on deals, submit your second weekly forecast.

    3. Week 3: Hold your second weekly forecast review meeting, make notes on deals, submit your third weekly forecast.

    4. Week 4 and onwards: Take a look at how team forecasting is progressing, and roll up reality-based numbers with confidence.

    Stay on top of your forecast activity

    SalesOps, Sales leaders, and frontline managers:

    Further reading

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