Where to go: DEALS > Forecast
Go deeper into the deals behind the numbers in one click. This article describes how you can get more granular on your deals.
Go here to learn how to update your numbers.
At the top of the forecast board, choose whether you want to see your forecast by the month or by the quarter.
The forecast numbers in the board and the drill-down view reflect the selected period.
Here you can:
Update your number
Add context and notes about your forecast
See deal values and drill down into deals and all relevant deal activities - communications, contacts, or risks
You can inspect the deals here, or open a more detailed view in the deals page, the account page, your CRM, or in third-party applications (when integrated)
Gong learns about changes to your deals from your CRM.
The Changes tab shows deals that have moved in and out of each forecast category per week. Go here to see a list of change reasons.
The log includes all changes to the forecast category for the month/quarter, including the deal value and any commentary.
When your Forecast board is set to show a quarter, you also get an expanded view for each calendar month in the quarter, in addition to the current month’s drill-down pane (with the Forecast, Changes, and Update log tabs described above),.
Here you can:
See the details of the forecast for each month.
The actual sales closed-won (the sum of closed-won deals) for past months is shown in green.
Edit the quarterly forecast number, unless it's autocalculated.
If autocalculation is on, you'll see the forecasted number for the quarter, which is calculated from the actual number landed on for closed months plus the forecast number for open months in the quarter.
Add context and notes.
See deal information, similar to what’s shown in the month view forecast categories.
See the actual numbers closed.
For past quarters, the actual total of actual sales is shown for each month, for the quarter. The deals that make up this number is defined your organization in the forecast board settings.
For quarters in progress, the calculation will take the actual total from months in the past and the forecast total for months not yet closed.
Use this view to take a look at your history, and answer questions like: Where did we end up? What did we call? Were we accurate or not?