Gong Forecast from A-Z

All team members

Gong Forecast*

Deals > Forecast

Overview

• What is it? Reality-based forecasting

• What does it look like? Know your way around a forecast board

Get Gong Forecast!

These steps to be completed by the Gong tech admin:

1. Make sure you meet the prerequisites: Gong Forecast seat and permission profile overview

2. Buy Gong Forecast seats: Plans and seats

Set up

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.

1. Set up & assign two permission profiles for people forecasting: Set up a permission profile, specifically steps 10-11

2. Make sure you're importing all the relevant CRM fields

3. Set up your line of business forecast boards

4. Set warnings on deals for forecasts

5. Set up: Manage forecast targets

6. Set up a view to see your business totals

Ramp up your team

These steps to be completed by SalesOps, Sales leaders and frontline managers (FLMs) with reps:

1. 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:

   • Gong Forecast for sellers

   • Gong Forecast for frontline managers

   • Configure and launch Gong Forecast

2. 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.

3. Week 3: Hold your second weekly forecast review meeting, make notes on deals, submit your third weekly forecast.

4. Week 4 and onwards: Take a look at how team forecasting is progressing, and roll up reality-based numbers with confidence.

Stay on top of your forecast activity

SalesOps, Sales leaders, and frontline managers:

• Analyze: Monitor forecast trends

• Project your forecast

• Analyze: Monitor forecast accuracy

• Analyze: Forecast category changes

• Export your numbers

• Correct attribution when people move teams

Further reading

• Gong Forecast and your CRM

• Forecast reminders

• FAQs

• Best practices

  • Accurate forecasting

  • Cross-check your team’s forecast

  • Focus on deals that need your attention

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