--- title: "Renewals board recipes" slug: "set-up-2-recipes-for-setting-up-a-renewals-board" updated: 2026-02-25T13:48:27Z published: 2026-02-25T13:48:27Z --- > ## 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. # Renewals board recipes > **Who can use this**: Business admin > > **Available on**: Gong Forecast > > **Ideal for**: RevOps > **Where to go:**Revenue > Forecast Read this article to learn 2 different ways you could set up a Gong forecast board to forecast renewals. The recipe you want to follow is going to depend on the focus of your business: - Set up for **total ARR forecasting** to understand how much revenue you'll get from your existing customers. - Set up for **net ARR forecasting** to understand the impact of your renewals. There are dozens of different ways to forecast renewals, but these are the two most common that we see. Our team would be happy to help you customize your renewals board based on your business needs, simply reach out to your CSM. ## Total ARR forecasting Also known as Net ACV (annual contract value) forecasting, this method helps a company understand how much money they’ll get from existing customers. In this method, you forecast the renewal amount as a positive number. For example, you have two deals that are up for renewal at the value of $100k renewal. Deal 1 is going to renew for $90k, and deal 2 is going to renew for $150k. In total ARR forecasting, deal 1 should be forecast at $90, and deal 2 should be forecast at $150k. ![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(84).png) **How to set up** **In your CRM:** - Make sure you have a field for deal type at the opportunity level. E.g. Type=Renewal. **In Gong:** 1. Set up forecast boards for the following lines of business: - New business - Renewals 2. In the Renewals board, set each forecast category to include only deals of Type=Renewal. 1. Go to **Revenue** > **Forecast** > **Add line of business** > **Categories**. 2. For each of your forecast categories, choose the field you use for "deal type" and select the value you use for "renewal". ## Net ARR forecasting Net ARR forecasting helps a company understand the company's ongoing financial stability and growth potential. It helps you understand the impact of your renewals. In this method, you forecast the renewal amount by taking off the actual amount from the deal value. For example, you have three deals that are up for renewal at the value of $100k renewal. Deal 1 is going to renew for $90k, deal 2 is going to renew for $150k, and deal 3 is not going to renew at all. In net ARR forecasting, deal 1 (downgrade) should be forecast at -$10, deal 2 (upsell) should be forecast at $50k, and deal 3 (churn) should be forecast at -$100K. ![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(86).png) **How to set up** > [!NOTE] > Note > > The setup outlined here is a simple example you can follow. You may want to adapt it if you forecast with additional complexity. **In your CRM:** 1. Make sure you have a field for deal type at the opportunity level. E.g. Type=Renewal. 2. Set up a field called “Gong forecast board” at the opportunity level as a place to set whether the renewal is going to go up or down. 3. Set the field to auto-populate by adding a rule: - IF opportunity is not closed (open) + Renewal, AND the ARR impact is above zero, set to **Upsell**. - IF opportunity is not closed (open) + Renewal, AND the ARR impact is less than zero, set to **Churn & downgrade**. > [!TIP] > Tip > > You may choose to separate Downgrade and Churn into two business lines - if so, separate them here and when you're setting up in Gong, below. 4. Set up additional rules for any complexities you have in your business (for example, if you look at whether the negative churn amount is equal to the positive UFR amount as an absolute value, and so on). **In Gong:** 1. Set up the following business lines to account for positive and negative renewal: - New business - Upsell - Churn & downgrade 2. When setting up the **Upsell**, **Churn**, and **Downgrade** lines of business, set the following in each forecast category: - Deal type=Renewal AND the custom field=Upsell/Churn & Downgrade (and any additional rules you set) as conditions in each category. 1. Go to **Revenue** > **Forecast** > **Add line of business** > **Categories**. 2. For each of your forecast categories, choose the field you use for "deal type" and select the value you use for "renewal". 3. Add an AND filter![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(88).png) to add the custom field and values for Upsell/Churn & Downgrade. A team member who manages the business entities in Gong, such as deal and forecast boards. [Find my Business admin](/v1/docs/find-your-technical-or-business-admin). 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 team member who manages and optimizes revenue-related workflows by managing business entities such as metrics, targets, and dashboards.