---
title: "Exclude and include team members"
slug: "exclude-and-include-team-members"
updated: 2026-10-28T15:22:18Z
published: 2026-10-28T15:22:18Z
canonical: "help.gong.io/exclude-and-include-team-members"
---

> ## 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.

# Exclude and include team members

> **Who can use this**: Business admin
> 
> **Available on**: Gong Forecast
> 
> **Ideal for**: RevOps
> 
> **Required permissions:** Forecast page access, Manage Forecast board; assign targets

Exclude a team member from a forecast board to remove their revenue data from that board's numbers, and include them again when their data should count. Inactive team members are hidden automatically, so you don't need to do anything. The last section explains when they appear.

## Exclude a team member

Exclude a team member when they don't carry a quota and shouldn't provide a forecast, such as assistants or people in marketing or product roles. Exclude them as well when they shouldn't forecast for the revenue stream or sales motion the board covers, for example customer success team members on a board focused on new business.

When you exclude a team member, their revenue data, including closed-won deals and submissions, is removed from forecast rollups, forecast analytics, and projections. The team member stays hidden for everyone who views the board until you include them again. Exclude team members on the board itself, not in the board builder.

**To exclude a team member:**

1. From the left sidebar, click **Revenue**, and select **Forecast**.
2. Click the board selector at the top of the page, and select the board.
3. Click the **Team** dropdown, and select the team that includes the team member.
4. Hover over the team member's name, and click the icon that shows the tooltip "Exclude [team member name] from this rollup".
5. In the confirmation dialog, click **Exclude**.

## Include a team member again

Including a team member shows them on the board again, and their revenue data counts in the board's calculations. Excluded team members are listed in the **Hidden team members** window.

**To include a team member again:**

1. From the left sidebar, click **Revenue**, and select **Forecast**.
2. Click the board selector at the top of the page, and select the board.
3. Click the icon that shows the tooltip "Excluded and inactive team members" to open the **Hidden team members** window.
4. Under **Excluded**, hover over the team member, and click **Include**.

## Inactive team members

Inactive team members are hidden from a board unless they have relevant data for the selected period, such as a target, a submission, or deal inventory. When they appear, they show an **Inactive** badge. For example, Brian left the company in Q3 FY26:

- **Historical view (Q2 FY26):** If Brian contributed to the forecast in this period, he appears on the board with an **Inactive** badge, so his historical submissions and attainment stay visible.
- **Current view (Q3 FY26):** If Brian has no relevant data for this period, he's hidden from the board.

**To view inactive team members:**

1. From the left sidebar, click **Revenue**, and select **Forecast**.
2. Click the board selector at the top of the page, and select the board.
3. Click the icon that shows the tooltip "Excluded and inactive team members" to open the **Hidden team members** window.
4. Review the team members listed under **Inactive**.

> [!NOTE]
> Note:
> 
> Inactive team members can still appear in forecast field selectors after they're deactivated, when they're relevant to the reporting hierarchy or historical data.

## Frequently asked questions

****How do I remove someone from a board without changing the hierarchy?****

When you exclude a team member from a board, the team hierarchy, which is managed in Admin center under Team members, stays as it is.

****What happens when team members switch teams or leave?****

Forecast boards reflect hierarchy changes made in your CRM or provisioning software. When a team member leaves, they appear with an **Inactive** badge only if they have relevant data for the selected period. To learn more about the deals of a team member who switches teams, see [troubleshooting forecast boards](/v1/docs/troubleshoot-configurable-forecast-boards).

A team member who manages the business entities in Gong, such as deal and forecast boards. [Find my Business 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).

A team member who manages and optimizes revenue-related workflows by managing business entities such as metrics, targets, and dashboards.