Know your way around a forecast board

Silhouette of a person standing, representing human figures in various contexts. Sales rep, Sales manager, Manager of managers

Diamond.png Gong Forecast*

Deals > Forecast

This article describes what's in a forecast board; go here to learn how to set up or manage forecast board settings.

Sales_deals_forecast_tab

Tip:

Head over to our Academy to take a quick visual lesson on what you're looking at! Manager / AE

The Forecast tab shows a view tailored to your needs. Sales leaders see their team's forecast; individuals see their own forecast.

Tip:

Change what team you see (this capability is based on permissions):

  • Click the chevron at the top left of the board to navigate up your org chart.

  • When looking at a manager of manager, click the name of a manager in their team to drill into that team.

  • Similarly, when looking at a manager, click the name of a team member to see only their forecast.

  • Click the current manager's name and then search for a team member or manager to jump to their board.

Target attainment

Sales_deals_forecast_target_category

  • Reps: See your total target, the dollar value you’re at, and % of target covered.

  • Managers: On the top row, manage your team target (sales quota) by month and by quarter. Below that, see the individual targets for everyone on your team.

point-icon.png Click to edit your target.

How we calculate target attainment: Your target minus your actuals (actual sales).

Targets can be entered manually, or uploaded via CSV. This capability is based on permissions.

Pipeline coverage

Sales_deals_forecast_coverage_category

  • Reps: See your total coverage, the number of open deals, and the dollar value.

  • Managers: On the top row, see your team's coverage. Below that, see the individual coverage for everyone on your team.

point-icon.png Click to drill into your coverage.

How we calculate pipeline coverage: The total active pipeline (open deals) divided by the remaining quota to go.

Forecast categories

Sales_deals_forecast_category

  • Reps: See your forecast for each category, how much (%) of your target it represents, and the total dollar value and number of deals that make up that category.

  • Managers: See the totals for your team.

point-icon.png Click to update your number for the current period, and add notes. Learn more.

When it’s time to update your number, a yellow “clock” icon appears. The cell turns green after you update.

How we calculate the deal value per category: The dollar value and number of deals that are part of that category, as defined in the forecast board settings. Hover over info.png to see what's included.

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