Sales rep, Sales manager, Manager of managers
Gong Forecast*
This article answers frequently asked questions related to forecasting in Gong.
What’s the difference between deal boards and forecast boards?
Deal boards are used for pipeline reviews, while forecast boards are used for submitting your forecast; however, when you forecast, you can drill into the deals included in any forecast column from the forecast board to make a more confident decision.
Why can’t I see any board in the Forecast tab?
If you're not seeing any board, your business admin hasn’t set it up yet.
How do I switch between forecast boards, teams, and periods?
At the top of the Forecast page, select the forecast board, team, and period you’re forecasting for.
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Who can submit their forecast in Gong?
If your tech admin has assigned you with a Forecast seat and the relevant permissions, you can forecast in Gong.
How do I know when it’s time to forecast?
Your forecast cadence is set by your business admin. Typically, this is set to once a week. You’re notified when it’s time to submit your forecast.
Can other people view and submit my forecast numbers?
The ability to see and submit forecast numbers for other people is enabled by permission profile. Usually, reps are assigned with permission to submit their own numbers and managers to adjust and submit their direct reports numbers.
How does Gong know who’s on my team?
The org hierarchy is taken from the org tree known to Gong, which is also shown in Admin center > Team members. If there are any issues with the hierarchy, contact your tech admin.
Why are there two rows for my numbers?
The board's top row represents your team’s forecast, and the bottom row is where you can submit your own numbers.
How can I export my team’s forecast?
You can download a CSV file of the current forecast view:
Click 
> Export to CSV.
*The features available to you depend on your company’s plan and your assigned seats.