---
title: "Recipe: Deal board for 'Swing deals'"
slug: "recipe-deal-board-for-swing-deals"
updated: 2026-01-07T10:29:38Z
published: 2026-01-07T10:29:38Z
---

> ## 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 'Swing deals'

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

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

Focus on key deals that are going to make or break your quota. Monitor important activities and key warnings, coach and support your reps in getting these deals over the line.

![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(190).png)

Follow this recipe to set up your own deal board showing swing deals. 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 swing deals 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#UUID-6e3ec513-6f88-acf8-fb4e-362695ea7cf2). 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 to see the right opportunities

If you have a CRM field for must-win deals, pull that field in from your CRM, and filter specifically by those deals when configuring your board. In our example, we filter for strategic opportunities.

1. In the **Create new board** > **Filters** section, select the CRM field you use for **Deal status** and set the value to **Open**.
2. Create a filter for**Forecast category**set to **Commit**.
3. Create a filter for **Amount** set to **>$75k**.
4. Create a filter for **Account Tier** set to **Strategic**.

## Step 2 - Customize board columns

Add columns that will help you focus on status, momentum, and risk. In the **Columns** section, set up the following columns:

- Next call
- Deal warning
- ARR impact amount (or Amount, expected contract value, etc.)
- Close date
- Trial expiration date
- Stage
- Company tier
- Opportunity owner

## Step 3 - Configure warnings

Set up warnings with tight thresholds because you want to concentrate on a small pool of vitally important deals. In the **Warnings** section, set the following:

- No activity for **7** days
  - Is your rep driving this deal to a current quarter close?
- No response on the prospect side for **10** days
  - Is your prospect ghosting your rep? Do you need to intervene?
- Only **1** or less active prospects for **14** days
  - Ensure your reps are engaging enough people to mitigate deal risk.
- No **Vice President** level or above active on the prospect side for **60** days before close date
  - 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 swing deals, 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, pick the teams that should get this mail.

## Step 5 - Send updates to stakeholders

Make sure key stakeholders stay on top of these deals too by signing them up for a weekly summary of the board. Some people you may want to include are your VP RevOps, SVP Sales, and your Head of Solutions Engineering.

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

## Step 6 - Set the board to show deals closing this month

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

- On the **Swing deals** deal board, set the time period to **Closing this month**.

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.