---
title: "Set up your pipeline view and begin forecasting"
slug: "set-up-your-pipeline-view-and-begin-forecasting"
updated: 2026-05-26T12:22:05Z
published: 2026-05-26T12:22:05Z
---

> ## 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.

# Set up your pipeline view and begin forecasting

> **Who can use this**: Any team member
> 
> **Available on**: Gong Foundation, Gong Forecast, Forecast Essentials

Gong’s deal boards give you complete visibility into pipeline health and deal status, helping you forecast with confidence. They organize opportunities in customizable views and use powerful AI agents to provide business insights. With automated number submissions and rollups across your team hierarchy, Gong ensures forecasts are accurate and based on real-time data.

This quick start guide shows you how to set up deal board views that fit your workflow, drill into deals, run forecasts, and apply AI insights to manage your pipeline effectively.

## Arrange your deal board view

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

Any Gong user can view a deal board, where you’ll see key deal information at a glance, including columns for:

- [**Deal likelihood score**](/v1/docs/explainer-about-deal-likelihood-scores): A score for each open deal to show how likely it is to close within its expected period compared to others in the pipeline.
- [**Warnings**](/v1/docs/customize-your-deal-warning-settings): Hover over the number to see exactly what warning has been flagged on that deal.
- **Contacts**: Hover over the number of contacts to see who was recently active.
- **Activity timeline**: Shows recent customer and rep interactions.
- [**Playbooks**](/v1/docs/track-playbook-progress-in-your-deal-pipeline): View completed elements of your company’s playbook methodology at a glance.
- [**Trackers**](/v1/docs/understanding-trackers): Hover over the tracker column to see when the phrases were mentioned.
- **Amount**: Displays your selected CRM amount field. Click ![Split.svg](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Split.svg) to view shared [attribution details](/v1/docs/apply-opportunity-splits-to-your-deal-board).

Refer to the screenshot for some ways you can customize your view:

![Overview of sales pipeline with deal amounts and next call dates for various clients.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Arrange dealboard view.png)

1. Switch between different boards.
2. Choose whose deals you're viewing and date ranges.
3. Click **+Add filter** to filter the board using CRM or Gong AI fields such as Warnings.
4. Select a tab across the top for different deal groupings, with rollup totals at the top.
5. Use the **Groups** panel on the left, to group deals ad-hoc by CRM or Gong fields.
6. Toggle between **Deals** and **Team** to view pipeline by individual deals or team member rollups.
7. Click the arrows next to a column title to sort the board by that column.
8. Search accounts using the search icon in the account name column.

## Use the deal panel

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

Access detailed insights from the deal panel by clicking an account name.

![BitForge interface displaying deal review, highlighting key sections and warnings for user attention.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Deal panel.png)

[**Briefs**](/v1/docs/understanding-ai-briefer): View AI-generated deal summaries.

**Score**: Review [deal likelihood score](/v1/docs/explainer-about-deal-likelihood-scores) and see the deal health brief*.

**Contacts**: See who’s engaged in the deal, with 21-day activity shown in bars. Get [suggestions for new contacts](/v1/docs/faqs-for-recommended-contacts-in-deals) for outreach*.

[**Warnings**](/v1/docs/understanding-ai-deal-monitor): See detailed risk alerts and suggestions for risk mitigation.

**Activity**: Activity history shows a chronological list of interactions such as emails, calls, shares, interactions.

[**Playbook**](/v1/docs/track-playbook-progress-in-your-deal-pipeline): Complete each element, which shows as a letter with different statuses:

![BitForge aims to modernize systems and enhance revenue through strategic technology integration.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Playbook.png)

- White: No notes added, no AI suggestions.
- White with star: AI has suggested content for this element.
- Light blue: Manual note added, needs validation.
- Dark blue: Note validated and element complete.

Copy AI suggested notes or use them as a starting point. Notes must be marked as validated once reviewed.

**Update CRM**: Update key fields like amount, stage, close date directly from the board.

**Review account**: Click to reach the [account page](/v1/docs/track-activity-with-the-accountpage).

## Start Forecasting

> **Where to go:**Revenue > Forecast

Configurable forecast boards give the flexibility of spreadsheets connected to the real-time data of Gong and your CRM data. Once your forecast boards have been[built for your team,](/v1/docs/configurable-forecast-article-1) you can start using them to submit your own or your team’s forecast numbers.

Each forecast board includes a set of columns that show the current state of key business metrics—such as bookings, targets, or a combination of both. Teams or individuals appear in the rows, with each cell displaying their relevant metrics.

![Sales forecast table showing quotas, bookings, and pipeline coverage for various teams.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/main forecasting(1).png)

You can see your team aggregated roll-up number in the blue bar.

Some columns are set to retrieve submissions - either manually or automatically. Submission cells appear with a square around the submission number.

![Highlighted value of $827,748 with progress bar indicating 21% completion.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/submission cell(1).png)

## How to submit your forecast numbers

When it's time to submit your forecast, you’ll [see this reminder](/v1/docs/forecast-reminders) on your Gong homepage, which disappears once it's done:

![Reminder that your monthly and quarterly forecast is overdue, with an update option available.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Forecast is due(1).png)

1. Select your team, the forecast board, and the period for which you’re forecasting.

![Forecast section displaying team member selection and quarterly performance metrics.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/select team and board.png)
2. Click a **Submission** cell, for example: **Commit**. A panel opens on the right.

![Submission forecast shows $6,517 with details on commit and booking pipeline.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Submit numbers.png)
3. Enter your forecast number. If your admin has set this column to auto-submit, numbers are submitted automatically on your behalf. You see the last submitted number and when it was submitted.
4. Below your submission number, you can:
  - Add a note for your manager.
  - Click **Submission changes** to see how your submissions are trending and what has changed over time.
  - Drill into the deals in the cell (if set by your admin). They open on a deal board, where you can move into each [deal’s panel](/v1/docs/intro-to-deals#use-the-deal-panel) for specific details.

![Overview of the commit pipeline with highlighted total and next call details.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Open dealboard.png)
  - See your forecast numbers broken into months if you’re forecasting for the quarter.
  - Click **Progress to target** to see how you progress toward your target (if set by your admin).
5. Click **Next submission** to move to the next submission cell or click **Save**.

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).

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).

Gong’s Deal Execution package with full pipeline management, granular deal intelligence, and all the essentials needed for reality-based forecasting. Access to features depends on your [company’s plan and your assigned seat](/v1/docs/plans-and-seats).