Where to go: Deals > Pipeline
Deal boards are designed to be intuitive, especially for seasoned Gong users. Match the deal board to your process. Learn how to get the most out of the Deals page.
If this is your first rodeo, head here to get an intro to deal boards.
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Choose a board from the Search boards list, or create or edit your own deal board to track what matters most to you in your pipeline.
Boards with rollup tabs are indicated with a sticker.
Tip
Check out our recipes for setting up a deal board for renewals, swing deals, or next quarter pipe!
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Filter the board - the following filters are available at the top of the board:
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Team, person, or both
To view hybrid teams (where the people working on a deal roll up to different managers), click Select multiple teams or members, add the people or teams to show in your board, and click APPLY.
Note
When viewing hybrid teams, the ability to navigate up the chain won't be available because your chosen people report to different managers.
If your board is filtered by role, you cannot select team members with different roles.
Also, you cannot subscribe to the view.
PRO TIP: If you want to return to the hybrid view after navigating to another board, find it in the MY RECENT BOARDS section of the search boards list.
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Date range - choose between defined periods or your own custom date range
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Warning - filter by all deals, only deals with risks, or choose which type(s) of risk you want to see - choose from what is defined for the board. When this filter is on, the Warnings filter button turns yellow so you have a visual cue to remind you of the filter. Click the board cells to drill down into the deals and get more information on the risk they are alerting you to.
You can add more filters, such as role, stage, or any other CRM field when customizing your boards.
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Search for the deal you want to see:
Click
at the top of the NAME column, and search for the account name. The board is filtered to that deal.
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Each board has rollup tabs. Browse the tabs to see what deals sit where in forecast categories and use them to roll up your forecasts with confidence, and understand how different reps are managing in their pipeline so you can offer assistance or coaching.
We've already added 3 by default: All open deals, Closed-lost, and Closed-won. Add more tabs for the forecast categories you use and define CRM values when you create or edit the board.
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And within each rollup tab, toggle the view between DEALS to see where your risk lies, and TEAM MEMBERS to understand which team or team member is holding the most risk. From the TEAM MEMBERS view, click to drill into the deals at risk and understand exactly what the risk is, or catch up with the latest interaction on the deal.
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Forecasting in Gong? When you set up a forecast board, we automatically generate an associated deal board named Forecast Board - Generated, which your team can use for pipeline reviews ahead of updating forecast. This board can only be edited by editing the forecast board and forecast warning settings.
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Click the timeline (bubbles) to open the deal panel on the ACTIVITY tab showing the latest deal activity.
Scroll through the activities to see calls, shares, views, emails, and interactions from your favorite tech stack integrations.
Activity by your prospect is represented in red, and yours is represented in purple.
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Click REVIEW ACCOUNT in the deal panel to open the account page .
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Click
in the deal panel to land in that deal object in your CRM or in Clari (if enabled).
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Click on a deal warning
to open the deal panel on the WARNINGS tab, where you can see more information on the warning, and how to mitigate the risks.
For example - how long has the prospect been ghosting? When was the last prospect activity? What's your next step?
We've made it easier to know how many people are actively engaged in the deal (single-threaded vs multi-threaded), who those people are, and what their activity is.
Tip
How we define contacts: we define contacts as people who are associated with the account, either because they are a contact in your CRM, or because they have the same email domain as the account name.
Bonus: We also recommend contacts who it might be beneficial for you to reach out to and engage in the deal. For more details, see FAQs for recommended contacts.
Some ways to see who's active on the deal:
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In the Contact column of the deal board, hover over the number of contacts to see who was recently active.
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Click the number of contacts to open the deal panel on the CONTACTS tab, where you can see who is actively engaged on both sides of the deal.
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Click a name in the CONTACTS tab to see their recent activity, or view the contact details in your CRM or Sales Navigator. Contact activity tracked over the last 21 days is represented in bars:
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No bars: No activity
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One bar: Less than 10 activities
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Two bars: Between 10 and 20 activities
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Three bars: Over 20 activities
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Click on a name in the recommended contacts list and select the data provider you want to get their contact details from.
Note
1. Editing is supported for Salesforce and HubSpot CRMs only.
2. This capability is governed by the 'Update CRM fields in Gong' setting in the permission profile. Ask your Gong admin for permission if you think you should have it.
3. If using the API integration to HubSpot: HubSpot's API does not check user permissions. If someone updates a field in Gong that they don't have permission to update in HubSpot, this restriction is overridden and the change is made in both places.
Update your CRM straight from the deal board by editing inline. Cut down on manual work and keep your CRM up to date and based on reality, by pushing updates from within Gong.
You can update your CRM from Gong in 2 places:
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Within editable fields in the deal board
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In the Update CRM tab when inspecting a deal
The following fields can be edited: Account source, Account industry, Account type, Lead source, Amount, Owner name, close_date, Stage, Probability, Deal type, Opportunity type, and additional custom fields.
Note
The first time, you'll need to sign into your CRM account to use your CRM permissions via Gong.
Gong verifies that your edit can be made in your CRM by checking your user permissions and your company's validation rules. Gong always adheres to your CRM settings.
The change is synced immediately to your CRM, and a green success message appears. If editing within the board, the cell you updated turns green to remind you that you made a change, and remains until you refresh your browser or navigate away from the board.
Go here for our FAQs on inline editing.
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Click the arrows next to a column title to sort the board by that column.
You can add and remove columns in custom boards.
There are two ways that trackers found in calls and emails can be presented in a deal board. This depends on how you defined the trackers. For trackers where you chose an option to include separate columns/trackers for each phrase, each phrase for the tracker will show in the deal board when detected. For example, this is useful for competitor or product names.
For trackers where you didn't choose separate columns/tracker per phrase, a checkmark will appear in the tracker column when detected.
Tip
When you hover over the tracker column, you can see the phrases (where configured), and when they were mentioned. For both phrases and checkmarks, click VIEW SNIPPETS to go to the account page filtered to the exact locations in calls the tracker came up for that deal.
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At the bottom of the board, page up and down the board, or choose how many deals to show (10, 20, or 50).
Subscribers to the board receive a weekly email digest that shows the board deals with the most risk.
The digest is filtered according to your role, so everyone sees the deals relevant to them, or to their direct reports. Clicking the email, to get to the relevant deal board filtered by risk.
Set up subscribers and observers when creating or editing a board, or click on the deal board.
(Note that subscriptions aren't available when viewing a board for a hybrid team).
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