Where to go: DEALS
The DEALS page has 4 tabs:
Forecast (you must have a Gong Forecast seat to see this tab)
Get an overall picture of your pipeline, and individual deal activity, warnings, next steps, make changes in Gong and update your CRM, and more. Go here to learn more about deal intelligence.
Click > Help guide to open educational content about Deals functionality in-app.
This section gives you an overview of what you can find in the Pipeline tab.
At the top of the page, select the deal board, team, and time period for deals you want to view.
Rollup tabs make it easy to further filter the deals shown in the board for the different rollups you need. For example, as a frontline manager, you may want to compare your reps' pipeline totals so that you can see who needs help achieving quota. Rollup tabs give you confidence to roll up forecasts with complete confidence in your reality.
The deal board has a few default rollup tabs:
OPEN DEALS (default)
CLOSED WON (default)
CLOSED LOST (default)
You can add more rollup tabs per board according to what forecast categories you use in your sales org (for example, commit, best case, most likely, and so on). Learn how.
Choose whether you want to show the board by TEAM MEMBERS or by DEAL.
When viewing the board by team members, you can see your team's forecast per rollup per team member.
Click cells in the board to drill into the deals behind the numbers.
When viewing the board by deals, you see a list of deals and info pulled from your CRM.
Click the account name to open the account page.
Deal activity is shown in a scrollable timeline.
Click the account name or activity timeline for to get deal info in context over the deal board. In the deal panel that opens from the right, you'll see all the activity on the deal, starting with the latest.
Click into an interaction to get more details (including viewing email threads).
In the deal panel, click to go to the CRM.
The Warnings column is pinned to the left of the board. Hover over to see details of the warnings on each deal. More info on warnings and general recommendations on setting them up.
Click a warning to see detailed alerts on the deal and suggestions for mitigating the risk.
See the following articles to learn more:
Go here to understand how you can leverage deal intelligence in your workflow
Learn more about how to use deal boards
How to: create a deal board
How to: edit a deal board
Forecast with confidence and demonstrate command over your business, whatever your role. Call your numbers based on your current pipeline status, with instant access to deal drill-downs, risk, and forecast changes, all in one place.
Want to know more about easy, bottom-up forecasting for your whole org? Click here
Analyze past deals to find what works in your business. Gong uses AI to analyze successful deal cycles, and pattern-matches behaviors from closed-won deals with deals in progress.
Easily coach your reps on their pipeline deals.
Chose a deal board, and see how each rep runs their end-to-end deals process in real-time data. Using these metrics, you can focus on the areas that your reps need coaching on the most.