---
title: "Know your way around a forecast board"
slug: "know-your-way-around-a-forecast-board"
updated: 2026-02-25T13:56:57Z
published: 2026-02-25T13:56:57Z
---

> ## 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.

# Know your way around a forecast board

> **Who can use this**: Any team member
> 
> **Available on**: Gong Forecast
> 
> **Ideal for**: Sales rep, Sales manager, Manager of managers

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

This article describes what's in a forecast board; go [here](/v1/docs/set-up-forecast-boards#UUID-171cea27-dc51-457b-aec7-ef6bd7d8cbe0) to learn how to set up or manage forecast board settings.

![Sales_deals_forecast_tab](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/24971202521229.png)

> [!TIP]
> Tip:
> 
> Head over to our [Academy](https://academy.gong.io) to take a quick visual lesson on what you're looking at! [**Manager**](https://academy.gong.io/gong-forecast-walkthrough-for-managers?reg=1)**/**[**AE**](https://academy.gong.io/gong-forecast-walkthrough-for-sellers?reg=1)

The **Forecast** tab shows a view tailored to your needs. Sales leaders see their team's forecast; individuals see their own forecast.

> [!TIP]
> Tip:
> 
> Change what team you see (this capability is based on permissions):
> 
> - Click the chevron at the top left of the board to navigate up your org chart.
> - When looking at a manager of manager, click the name of a manager in their team to drill into that team.
> - Similarly, when looking at a manager, click the name of a team member to see only their forecast.
> - Click the current manager's name and then search for a team member or manager to jump to their board.

## Target attainment

![Sales_deals_forecast_target_category](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/24971197038349.png)

- **Reps:** See your total target, the dollar value you’re at, and % of target covered.
- **Managers:** On the top row, manage your team target (sales quota) by month and by quarter. Below that, see the individual targets for everyone on your team.

![point-icon.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/24971185772429.png) Click to edit your target.

**How we calculate target attainment**: Your target minus your actuals (actual sales).

Targets can be entered manually, or [uploaded via CSV](/v1/docs/set-up-upload-forecast-targets#UUID-f850634c-06ff-b5e2-910b-0651338d31a4). This capability is based on [permissions](/v1/docs/set-up-a-permission-profile#UUID-9fd36301-2166-f580-8bc7-d2b9b423f1fe).

## Pipeline coverage

![Sales_deals_forecast_coverage_category](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/24971203103501.png)

- **Reps:** See your total coverage, the number of open deals, and the dollar value.
- **Managers:** On the top row, see your team's coverage. Below that, see the individual coverage for everyone on your team.

![point-icon.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/24971185772429.png) Click to drill into your coverage.

**How we calculate pipeline coverage**: The total active pipeline (open deals) divided by the remaining quota to go.

## Forecast categories

![Sales_deals_forecast_category](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/24971203275405.png)

- **Reps:** See your forecast for each category, how much (%) of your target it represents, and the total dollar value and number of deals that make up that category.
- **Managers:** See the totals for your team.

![point-icon.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/24971185772429.png) Click to update your number for the current period, and add notes. [Learn more](/v1/docs/analyze-drill-into-your-forecast-numbers).

When it’s time to update your number, a yellow “clock” icon appears. The cell turns green after you update.

**How we calculate the deal value per category**: The dollar value and number of deals that are part of that category, as defined in the forecast board settings. Hover over ![info.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/24971197641741.png) to see what's included.

Any team member can access this feature if they have the required permissions.

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 quota-carrying sales representative who manages client relationships. Reps can be Account executives (AEs) or Sales Development Representatives (SDRs).

A team member who manages a team of sales reps.

A leader who oversees multiple sales managers.