Include specific deals in deal and forecast boards

Who's it for: RevOps

Where to go: Deals > Pipeline or Deals > Forecast

It's typical to include deals with a specific status or criteria, such as Committed, in your deal or forecast boards. However, you might need to highlight certain deals as key deals, regardless of their status. This allows you to focus on the deals that matter most, giving you greater control over your pipeline, and more accurate forecasting.

To include specific deals in your deal or forecast board, there are 4 steps:

1. Add a new Yes/No property in your CRM.

2. Import it into Gong.

3. Add the field to your board. This allows you to indicate whether a deal should be included by tagging them as Yes or No either in the CRM or in a board column in Gong.

4. Finally, you can use tabs/categories to configure your board and filter for key deals.

Anyone with access to the board can add the field as a group or filter to refine the board data ad-hoc and create various forecast scenarios.

Step 1: Create a new Yes/No custom CRM field

Follow these instructions in your CRM:

1. Create a new Yes/No field (in Salesforce – Boolean, Hubspot – Single checkbox, Dynamics 365 – Two options) in the deal/opportunity area.

2. Give the new field a name, for example, Key deal.

Step 2: Import the new field into Gong

Here’s how to import your new field into Gong using Salesforce, HubSpot or Dynamics 365.

Note:

It may take up to 24 hours for the sync to complete.

Step 3: Add the new field as a column to your deal/forecast board

Now add your field as a column to any board, where you can select the deal value:

1. Adding a column can be done either:

   1. On a deal board: Go to Deals > Pipeline > Edit board.

   2. On a forecast board: Go to Forecast > Forecast settings.

2. Click + Add column and add your new field.

   

3. Use the column to select the value of each deal as Yes or No. This can be done by any team member with access to the board.

   

Step 4: Use the new field as a tab (deal board) or category (forecast board)

Easily refine your deals by using your new field as a tab on a deal board, or a category on a forecast board.

Note:

Adding a tab to a deal board or a category in a forecast board involves changing the boards configuration, so you’ll need to have deal board permissions.

Follow these instructions to do it:

1. You can add a tab/category either:

   1. On a deal board: Go to Deals > Pipeline > Edit board > + Add tab.

      

   2. On a forecast board: Go to Forecast > Forecast settings > + Add category.

      

2. Select the relevant CRM field, and choose Yes as the filter. Move it to where you want it to appear on your board.

3. Click Save.

Adding a custom field to create an ad-hoc pipeline board

Who's it for: Anyone

Where to go: Deals > Pipeline or Deals > Forecast

Once your deal/forecast board is set-up, anyone in the company can use filters and groups to refine the data ad-hoc. While this won’t change the overall configuration of your board, it offers a quicker way to filter for specific deals, enabling you to create multiple forecast scenarios.

To add a group:

1. On the sidebar, click + Add group.

2. Select your custom field, then check the Yes box.

   

To add a filter:

1. Click Add filter.

2. Select your custom field, check the Yes box, and click Apply.

   

Now that you've added a custom field to your board in Gong, you have the flexibility to use this field to target specific deals for inclusion for more dynamic and precise forecast scenarios. This enables you to easily adapt your forecasting to changing business needs.