Forecast rollup board (business totals)

Who can use this: Business admin

Available on: Gong Forecast

Ideal for: RevOps

Where to go: Deals > Forecast

See your business overview of all or some of your different forecasting motions in one view.

Set up

Note:

To manage forecast boards, you need "Manage forecast settings" permissions

1. In the business lines drop-down, select Business total and then go to > Business total settings.

2. In the Business lines area, select all lines you want to appear in the totals view from the drop-down menu.

3. In the Categories area, add the forecast categories you want to see in the rollup total.

4. For each rollup forecast category, select the business line forecast category to count toward the rollup total.

5. Click Save.