Managing forecast boards

Business admin, RevOps

Gong Forecast*

Deals > Forecast > > Manage lines of business

Managing forecast boards

Note:

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

To manage a forecast board, select your board and click :

1. Click Edit line of business to make changes to your board. Learn about forecast board settings here.

2. Click Duplicate to make a copy of the board and then edit the duplicated board.

3. Click Hide to hide the board. You can always come back and unhide it.

Removing people from the board

To remove teams or team members that don't need to forecast for this business line, in the displayed forecast board:

1. Navigate to a team or individual that you want to remove from the board.

2. click > .

*The features available to you depend on your company’s plan and your assigned seats.