EVERYTHING you need to know about Gong Forecast, you can get to from here!
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What is it? Reality-based forecasting
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What does it look like? Know your way around a forecast board
These steps to be completed by the Gong tech admin:
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Make sure you meet the prerequisites: Gong Forecast seat and permission profile overview
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Buy Gong Forecast seats: Plans and seats
These steps to be completed by the Gong business admin (usually SalesOps or a leader with this role):
Tip
Take the training! Head to our Academy to find training aimed at admins and frontline managers on getting started with Gong Forecast.
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Set up & assign two permission profiles for people forecasting: Set up a permission profile, specifically steps 10-11
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Set up a view to see your business totals (currently in limited release)
These steps to be completed by SalesOps, Sales leaders and frontline managers (FLMs) with reps:
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Week 1: Complete training in Gong Academy, hold a kickoff meeting to introduce the team, submit your first forecast!
We highly recommend the following Academy courses:
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Week 2: Hold your first weekly forecast review meeting, drill into the deals in your forecast categories, make notes on deals, submit your second weekly forecast.
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Week 3: Hold your second weekly forecast review meeting, make notes on deals, submit your third weekly forecast.
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Week 4 and onwards: Take a look at how team forecasting is progressing, and roll up reality-based numbers with confidence.
SalesOps, Sales leaders, and frontline managers:
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