--- title: "Setting up forecast boards" slug: "set-up-forecast-boards" updated: 2026-02-25T13:42:58Z published: 2026-02-25T13:42:58Z --- > ## 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. # Setting up forecast boards > **Who can use this**: Business admin > > **Available on**: Gong Forecast > > **Ideal for**: RevOps > **Where to go:**Revenue > Forecast [Forecast boards](/v1/docs/know-your-way-around-a-forecast-board#UUID-83be417d-7762-a2d4-8472-368a192d811b) give team members with [forecasting permissions](/v1/docs/set-up-a-permission-profile#UUID-9fd36301-2166-f580-8bc7-d2b9b423f1fe) the insights they need to call out their number with confidence. Typically, each line of business (new business, renewals, etc.) has its own forecast board, including its designated forecasting categories. To set up a forecast board, go to **Revenue** > **Forecast**, click ![more_menu.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/menu.png) > **Add line of business**. > [!NOTE] > **Note:** > > To manage forecast boards, you need "Manage forecast settings" [permissions](/v1/docs/available-permission-settings) ## Basics In the **Basics** section: 1. Give the line of business a **Name** and a **Description**. 2. Under **Show deals where team members are**: 1. Under **In a specific role**, pick the CRM user field associated with the deals in this line of business. For example, if CSMs handle renewals in your company, pick CSM as the associated team member. 2. Under **Show deals by date**, select the CRM date field associated with deals in this line of business (created date, close date, etc.) 3. In the **Amount** dropdown, select the CRM amount field by which to show deals in the forecast board and associated deal board. > [!NOTE] > Note: > > You can customize the amount field per column, as described below. If you don’t customize the amount field, amounts will be derived from the field set in**Basics**. ## Categories When the board is displayed, each category shows the dollar value and number of open deals that make up the category. ### Target attainment **Target attainment** displays team members’ closed-won deals against their periodic target with a progress bar depicting how close they are to hitting their target. ![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(523).png) To set your target attainment category: 1. Select the CRM field associated with your closed-won deals, and set how they’re filtered. For example: “deals where **Deal status** is **Closed won**”: ![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(514).png). 2. Click ![filter](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/filter.png) to filter the deals included in this category. [Learn more](/v1/docs/set-up-tips-on-using-conditional-filters#UUID-fe67e722-7ee1-034c-b4f1-ac9dab4a19d6)about conditional filters. 3. Next to **Measure against**, select the target to measure your closed-won deals against. > [!NOTE] > Note: > > As of October 2024, targets are managed centrally under **Admin center** > **Analytics assets** > **Targets**. Learn about managing targets [here](/v1/docs/managing-targets). ### Coverage The **Pipeline coverage** category will show the total active pipeline divided by the remaining quota in the selected period: ![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(288).png) . To set your coverage category: 1. Select the CRM field associated with open deals in the pipeline. 2. Click ![filter](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/filter.png) to filter the deals included in this category. [Learn more](/v1/docs/set-up-tips-on-using-conditional-filters#UUID-fe67e722-7ee1-034c-b4f1-ac9dab4a19d6)about conditional filters. ### Other categories By default, the board includes **Commit**, **Best case** and **Pipeline** categories. 1. Select the CRM field and values associated with each category. 2. Click ![filter](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/filter.png) to filter the deals included in each category. [Learn more](/v1/docs/set-up-tips-on-using-conditional-filters#UUID-fe67e722-7ee1-034c-b4f1-ac9dab4a19d6)about conditional filters. 3. For each category, click ![more_menu.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/menu.png) and select: 1. **Hide** to remove the category from the board so nobody is reminded to update a number for that category. Any data collected while the category is hidden remains accessible if you unhide it again in the future. To preserve historical data, hide categories rather than deleting them. 2. **Autofill (block editing)** to automatically fill the forecast category with the total value of deals in this category in your CRM. When this option is turned on, people can’t edit their forecast number and aren't alerted to update their forecast for the category. 3. **Customize amount field**to set the CRM field mounts in this category are derived from.****If you don’t customize the amount field, amounts will be derived from the field set in [Basic](/v1/docs/set-up-forecast-boards#basics). 4. To add more categories to the board, click **Add category**. 5. To reorder the categories, click ![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(524).png), drag and drop the categories in the desired order. ## Period In the **Period** section: 1. Select the **forecast period** that you forecast for. 2. Select **Autocalculate quarterly totals** to automatically calculate the quarterly forecast number for each category from the closed-won deals and the forecast number for open months in the quarter. This action locks the quarterly number so that it can’t be edited. The only way to change this number is by changing the forecast number in the open months. The total of closed-won deals is always shown in green for each month in the quarterly view drilldown. This number shows the total for closed-won deals, the definition of which is set by you for [target attainment](/v1/docs/set-up-forecast-boards#categories). ## Cadence In the **Cadence** section, toggle on/off **Send a reminder when forecast is due**and set the day and time when team members would get a [notification](/v1/docs/forecast-reminders#UUID-bbb25fea-dbba-6126-23e7-6136a19bbdd6) reminding them it’s time to submit their forecast numbers. ## Forecast snapshot In the **Forecast snapshot** section, set your **Company snapshot** - the time when forecast numbers are locked for the week, typically right before the weekly forecast meeting. Team members can change their numbers at any time, but the numbers taken at the time of the snapshot are used to calculate progress in your [forecast trends](/v1/docs/analyze-monitor-forecast-trends#UUID-e579c5ac-02c1-3aa8-214f-713f518cac57), week over week. ## Columns For every forecast board, we automatically generate an equivalent deal board so team members can drill into the deals included in their forecast categories. The generated board is visible when viewing deals from within the forecast board and in the list of [deal boards](/v1/docs/pipeline-review-use-deal-boards). 1. Column types are indicated with labels such as ![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(516).png) and ![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(518).png). 2. Add columns by clicking ![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(519).png)) , remove them by clicking ![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(520).png). Columns with a ![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(521).png)next to them can’t be removed. 3. Under **Add suggested updates**, select a column in which you want to suggest updates based on conversations from the current and previous week. The update will be suggested to the team member viewing the board in the selected column. ## Update CRM In the **Update CRM** section, define the CRM fields you want to appear in the **Update CRM** tabs in the forecast and generated deal boards. ## Warnings In the **Warnings** section, toggle on/off the warnings you want to include in the board and the time threshold for each warning. Learn about warnings [here](/v1/docs/pipeline-review-stay-on-top-of-your-deals-with-warnings). Click **SAVE**. 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.