How to forecast

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Silhouette of a person standing, representing human figures in various contexts.Sales rep, Sales manager, Manager of managers

Diamond.png Gong Forecast*

Deals > Forecast

Note: This feature is available to customers enrolled in the beta program. Reach out to your CSM if you're interested in early access.

Once your business admin has completed building forecast boards for you and your team, you can start using them to submit your forecast numbers or your team’s forecast numbers, based on the information the boards display.

Get to know the board

Each forecast board displays a selection of columns set by your admin. Under each column, you see different types of data:

  • Some columns display the current status of a certain business metric, such as the number of bookings, a target you or your team should hit, or a combination of both. To inspect the number displayed in a cell and drill into the deals assembling it, click the cell, and in the panel that opens on the right, click to view the deals. The list of deals opens below.

  • Some columns are set to retrieve submissions - either manually or automatically. Submission cells appear with a square around the submission number, like so:

    Forecast table showing team performance metrics and submission details for customer success managers.

When to forecast

When it’s time for you to submit your forecast, by the cadence set by your business admin, you get a reminder in the Gong app and in Slack (if your company has a Slack integration).

The reminder disappears after submitting the forecast.

How to forecast

To submit a forecast number:

  1. Select what you’re forecasting for, your team, and the period you’re forecasting for:

  2. Click a submission cell (for example: Commit). A panel opens on the right.

  3. Enter your forecast number. If your admin has set this column to auto-submit, numbers are submitted automatically on your behalf. You see the last submitted number and when it was submitted.

  4. Below your submission number, you can:

    1. See your team rollup number.

    2. Write a note for your manager.

    3. Click to see a graph of your forecast over time.

    4. See how you progress toward your target if set by your admin.

    5. Drill into the deals included in the cell if set by your admin.

    6. See your forecast numbers broken into months if you’re forecasting for the quarter.

  5. Click Next submission to move to the next submission cell or click Save.

*The features available to you depend on your company’s plan and your assigned seats.