---
title: "Focus on deals that need your attention"
slug: "recipe-focus-on-deals-that-need-your-attention"
updated: 2026-01-07T10:25:59Z
published: 2026-01-07T10:25:59Z
---

> ## 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.

# Focus on deals that need your attention

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

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

Identify deals that need your immediate attention and ensure action plans and supporting resources are in place. We recommend checking this board weekly, particularly before 1:1s and pipeline reviews.

## Step 1 - Look at your team's deals

1. Make sure your deal board is set to show open deals only:

For example, in the **Edit board** > **Filters** section, select the CRM field you use for **Deal status** and set the value to **Open**.
2. On the board, select your team, and the period you want to see, for example — Closing this quarter. Toggle the board view to **Deals**.
3. Add [filters and group deals](https://help.gong.io/docs/review-your-pipeline-on-a-deal-board#arrange-your-view-according-to-the-deals-you-want-to-see) as required.

The deal count and total amount at the top of each tab should stack up with your expectations.

## Step 2 - Take a pulse check

In this step, review these key data points on all deals in your deal board to identify where you need to explore.

- **Check activity**: activity is a good sign of deal health. [Sort the list](/v1/docs/pipeline-review-use-deal-boards) by activity. Look for bidirectional activity, not just rep outreach.
- **Check activity for stage**: [Sort the list](/v1/docs/pipeline-review-use-deal-boards) by stage to check the level of activity looks right for the deal stage.
- **Check next calls**: Check whether a next call is scheduled, and if so, whether it's soon enough to maintain deal velocity.
- **Check warnings**: Check what [Gong-AI warnings](/v1/docs/using-deal-warnings)are showing you about the deals

> [!TIP]
> Tip:
> 
> If you're subscribed to the board, check your inbox for a weekly deal digest email to get an understanding of what's happening in your pipeline.

## Step 3 - Drill into particular deals

Once you’ve short-listed deals to look at, take a more detailed approach.

1. Click the deal activity area on the board, and in the deal panel **Activity** tab, check whether there's evidence of multi-threading.
2. Review the latest emails and calls with key contacts. Verify that the back-and-forth is consistent with a deal that’s on track.
3. In the **Contacts** tab, check whether the right titles are engaged, given the deal stage, and whether those people are active in conversations

The more critical the deal, the deeper you’ll likely go in investigating the deal.

## Step 4 - Talk to your rep async

If there's anything in particular that you want to bring your rep's attention to, you don't have to wait for your next meeting.

- Tag your rep in [comments](/v1/docs/add-a-comment) on the account, or on a specific activity, such as a call.
- Ask them questions directly in the context of the customer interaction, so that you can focus your follow-up conversation on strategy, not fact-finding.
- [Set the comment](/v1/docs/add-a-comment) to be visible only to the rep if the topic is sensitive.

> [!TIP]
> Tip:
> 
> Encourage your reps to tag you on account or call comments so that they can draw attention to issues or get your input before your 1:1 meetings.

## Step 5 - Prepare for 1:1s

You’re likely to pay attention to every deal for newer reps, and run a briefer spot check for your most tenured and trusted team members.

- Filter the deal board by person to see the deals for an individual rep.
- Repeat steps 1 and 2 for the individual, to be up to date and even run the 1:1 from that view.

## Step 6 - Discuss blockers, strategy, and plans

Whether it's in 1:1s or in team pipeline reviews, talk through any issues in the deals, then brainstorm and strategize each one. Make sure to identify a clear action plan to move the deal forward.

You may want to get support from other teams or share unfiltered customer context by tagging them in comments.

If you find yourself spending time on fact-checking and status recaps, review these steps again and make a mutual commitment with your reps to get aligned ahead of weekly meetings.

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.