---
title: "Recipe: Deal board for 'Next quarter pipe'"
slug: "recipe-deal-board-for-next-quarter-pipe"
updated: 2026-01-07T10:30:15Z
published: 2026-01-07T10:30:15Z
---

> ## 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.

# Recipe: Deal board for 'Next quarter pipe'

> **Who can use this**: Any team member
> 
> **Available on**: Gong Foundation
> 
> **Ideal for**: Sales manager

> **Where to go:**Revenue > Deals

Most reps are focused on hitting quota this month or quarter, but for sales leaders, building a strong pipeline is the key to long-term success. Create a custom deal board to ensure your reps conduct the right type and amount of activity on pipe generation.

![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(191).png)

Follow this recipe to set up your own deal board showing next quarter pipe. We recommend that you [build the deal board](https://app.gong.io/deals/boards/create) while you follow the recipe. You can modify the recipe to fit your needs. This recipe goes over the key differentiators for setting up a next quarter pipe board. Full instructions on creating a deal board are [here](/v1/docs/set-up-create-a-deal-board).

> [!NOTE]
> Note:
> 
> You may not have all of the CRM fields we mention available to you. It depends on how your organization has set up your CRM and [which fields are being imported into Gong](/v1/docs/set-import-of-salesforce-fields). If you’re missing a field, get started with the fields that you have, and get in touch with your Gong admin for help. You can add fields to a board at any time.

## Step 1 - Filter by relevant deal stages

Select qualified early-stage deals so that you can ensure the deal foundation is being laid.

1. In the **Create new board** > **Filters** section, select the CRM field you use for **Deal status** and set the value to **Open**.
2. Now add a filter using the CRM field you use for stage, and select the field values for the following stages:
  - Discovery
  - Qualification
  - Presentation 1 (or the equivalent stages in your process)

## Step 2 - Customize board columns

Add columns that will help you focus on whether reps are doing the right things to drive business problem alignment. In the **Columns** section, set up the following columns:

- Amount
- Initial Buyer Persona
- Identified Pain
- Next Call
- Close Date
- Stage
- Opportunity Owner

## Step 3 - Configure warnings

Set loose warning thresholds to fit the typical cadence of early stage deals. In the **Warnings** section, set the following:

- **No activity**: Set to **10** days
  - Has your rep forgotten about this early-stage deal?
- **Ghosted** :Set to **14** days
  - Is the prospect ghosting your rep?
- **Not enough contacts**: Set the number of contacts to **1** or less active prospects for fewer than **30** days
  - Ensure your reps are multi-threading early in the deal cycle.
- **No power**: Set the level to **Director** or above and the number of days to **30** before close
  - Do your reps have access to power?

## Step 4 - Subscribe your team to the board

Make sure your team is up to date with what's happening on their next quarter pipe, and give them a nudge to keep moving those deals forward, by making sure they get a weekly email digest tailored to them.

- In the **Digest** section > **Subscribers** tab, select the teams that should get this mail.

## Step 5 - Send updates to Marketing

Involve your marketing department to make sure they're on top of what's happening down-funnel.

- In the **Digest** section > **Observers** tab, pick the marketing team, and pick the team(s) they should see it for.

## Step 6 - Set the board to show next quarter

When sharing this board with others either copy the URL, or ask them to make sure they're looking at next quarter.

- On the **Next Quarter Pipe** deal board, set the time period to **Closing next quarter**.

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

Gong’s core platform for gaining advanced visibility into your revenue operations. Also the prerequisite license needed for Gong’s add-on packages. Access to features depends on your [company’s plan and your assigned seat](/v1/docs/plans-and-seats).

A team member who manages a team of sales reps.