Track history for Opportunity fields

Who can use this: Tech admin

Available on: Gong Forecast

Enable history tracking for Opportunity fields in Field management, so that metrics and dashboard widgets can show how those fields change over time.  Gong backfills the history it has stored and shows how far back data is available for each field.

Good to know

• History tracking is available for Opportunity fields only. Account fields and Gong fields aren’t supported.

• You can track up to 50 fields. Certain fields, such as Close date, Amount, Stage, Owner ID, and Deal status are always tracked, can’t be removed, and count toward the limit.

• Fields that Gong can’t track are blocked with the message History tracking isn’t supported for this field type.

• You need a Forecast seat to access the History Tracking tab. Without one, the tab shows an access request screen.

Add fields to history tracking

Choose which Opportunity fields Gong tracks over time in Field management.

To add fields to history tracking:

1. In the sidebar, click Admin center.

2. In the Settings tab, click Field management under Data Studio.

3. Select the Opportunity entity, and click the History Tracking tab.

4. Click Add Field.

5. Search for and select the fields you want to track, and click Apply.

6. Click Save. Confirm Save and run backfill.

Saving starts a backfill for all tracked fields, not only the fields you added. If a backfill is already running, saving cancels it and starts a new one. The backfill can take up to 24 hours, you’ll receive an emails when it finishes. During backfill, historical data isn’t available for metrics or widgets that depend on those fields.

Check backfill status

Check the History tracking tab to see whether history is ready for each field.

To check backfill status:

1. In the sidebar, click Admin center.

2. In the Settings tab, click Field management under Data Studio.

3. Select the Opportunity entity, and click the History Tracking tab.

4. Review the status at the top of the page and next to each field.

The Added by column shows who added each field. The Used in column shows which metrics and widgets use it.

If a field shows a stage mapping error, contact Gong support to update your CRM stage mapping. Tracking for the field resumes afterward.

Remove a field from history tracking

Removing a field stops Gong from tracking it and permanently removes its historical data. You can’t remove a field that a metric or widget uses. Check the Used in column to see what depends on it.

Once removed, tracking will stop and the field won’t be available.

Warning

Removing a field stops Gong from tracking it and prevents it from being used in historical analysis. Gong retains its existing history until the next backfill starts, usually when you add another field. The backfill deletes that history permanently.

To remove a field from history tracking:

1. In the sidebar, click Admin center.

2. In the Settings tab, click Field management under Data Studio.

3. Select the Opportunity entity, and click the History Tracking tab.

4. Click the Remove icon, followed by Turn off history tracking for this field.  

5. Click Save.

Frequently asked questions