---
title: "Gong Forecast and your CRM"
slug: "gong-forecast-and-your-crm"
updated: 2026-02-25T13:52:13Z
published: 2026-02-25T13:52:13Z
---

> ## 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.

# Gong Forecast and your CRM

> **Who can use this**: Business admin
> 
> **Available on**: Gong Forecast
> 
> **Ideal for**: RevOps

> **Where to go:**Revenue > Forecast

Gong Forecast relies on your CRM for setting up the forecast categories your org uses to forecast.

Currently, Gong Forecast works with Salesforce and HubSpot CRMs only.

## CRM fields for forecasting

When setting up your forecast boards, you need to set the CRM fields and values that represent actuals, open deals, and forecast categories in your org.

| Column | Needed from your CRM | Example |
| --- | --- | --- |
| Target attainment | CRM field you use to measure actuals (actual sales) | - Stage |
| Pipeline coverage | CRM field that represents open deals in the pipeline | - Deal status |
| Forecast category, per category | CRM field you use for categories | - Forecast category |

It's likely that you already import these fields and use them in your deal boards.

## Other deal-related CRM fields

Gong Forecast uses other deal-related fields to show deal information related to your target, pipeline, and forecast categories.

We recommend the following fields:

- Amount
- Close date
- Deal owner
- Opportunity type

Again, these fields are likely to already be used in your deal boards and Account pages.

## Make sure your CRM fields are imported

If you don't see a CRM field, ask your Gong admin to make sure it's imported.

Instructions on how to do so can be found at these links:

- [Salesforce](/v1/docs/set-import-of-salesforce-fields)
- [HubSpot](/v1/docs/set-import-of-hubspot-fields)

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.