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    Gong Forecast from A-Z
    • 1 minute read
    • Contributors
    Contents

    Gong Forecast from A-Z

    • 1 minute read
    • Contributors
    Article summary

    EVERYTHING you need to know about Gong Forecast, you can get to from here!

    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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