Send support tickets for Gong Forecast issues
If you would like to talk to Gong support regarding an issue or ask any questions related to forecasting in Gong, send an email to firstname.lastname@example.org with a description of your issue, and one of our friendly Technical Support Engineers will get back to you shortly.
What’s the difference between a deals board and a forecast board?
Deal boards are optimized for pipeline inspection, whereas the forecast board is optimized for updating your forecast.
Why can’t I see a board in the Forecast tab?
If you're not seeing a board, this indicates that nobody has set up a forecast board in your org yet. Contact your Gong Business Admin for help.
How do I update my forecast?
Go here to learn how.
Who can update forecast numbers?
Each person can update their own numbers for the current and upcoming months, and managers can make an adjustment at the team forecast level.
The ability to update forecasts for other people is enabled by permission profile. Regardless of who updates the number on behalf of whom, the Update log shows who actually update the number.
Who sets the forecasting cadence?
Forecast cadence is set when setting up the forecast board. This is most likely someone in SalesOps or a Sales manager. The ability to set up the forecast board is enabled by permission profile.
Typically, managers like people to update their number once a week. Whatever the cadence, Gong uses the time the forecast is due to remind people to update their number.
How does Gong remind people that it’s time to forecast?
A yellow clock icon appears when the forecast is due, and disappears when the forecast is updated or the org forecast snapshot is taken.
Forecast due and Forecast snapshot are set in the forecast board settings.
What does 'target attainment' show?
This column shows the progress of the user as they move towards their target. The progress bar shows how much is closed in dollar value and % and how much in dollar value remains to hit their target.
The calculation is taken from the forecast board settings definition of actual sales, and compared to the target.
Where does the target number come from?
The number can be updated manually per person, or bulk-added manually by uploading a CSV file.
What does coverage show?
Coverage shows how much in dollars you have in your pipeline relative to the deals you have to close to reach your target.
Coverage is the total active pipeline (open deals filtered by the coverage filter) divided by the remaining quota to go (assigned target minus deals filtered by the target filter)
Deals filtered by coverage filter = $250,000
Target = $175,000
Deals filtered by target filter = $100,000
The coverage is 3.3x
How does Gong know who’s on my team?
The org hierarchy is taken from the org tree known to Gong, which is also shown in the company settings > Team members page. If there are any issues with the hierarchy, contact your Business admin.
I’m a manager - why are there two rows for my numbers in the board?
The row at the top of the board represents the team’s forecast. For cases where the manager also carries quota, the row at the bottom of the table enables the manager to update their own numbers. If you don’t carry quota, ask your Gong admin to remove the row.
How do I remove someone from my board?
If you want to remove someone from your board, for example, because they don’t carry quota, ask your Gong admin to remove the row.
Does the board setup apply to my entire org?
In most cases, yes.
If your org uses workspaces, then the forecast board settings only apply to forecast boards in the current workspace.
Who can manage forecast categories?
Only people with permission to manage forecast boards can manage forecast categories. This permission is part of the permission profile.
How can we restrict what types of opportunities are shown?
Set up forecast categories based on your CRM data to include the deals you want.
Why do I get an error or nothing happens when I save my board settings?
This shouldn't happen! If you experienced this issue, please contact Support
How can I remove someone from a board?
Navigate to the forecast board belonging to the manager of the team.
Next to the name of the person you want to remove, click > Hide from view.
How can I change the org hierarchy in Gong?
You can change the hierarchy via the Team Members setting page. For more information, see: Why is team hierarchy in Gong important?