Admin: Manage forecast boards
- 1 minute read
- Contributors
- PDF
Admin: Manage forecast boards
- 1 minute read
- Contributors
- PDF
Article summary
Did you find this summary helpful?
Thank you for your feedback
Who's this for? Revenue Ops, Business Admin with "Manage forecast settings" permissions (as assigned by your admin in your permission profile).
Where to go? Deals > Forecast
Plan: Working with Gong Forecast requires a Forecast seat.
Manage forecast boards to:
Edit forecast board settings
Duplicate an existing board to create a new one based off the original's settings
Hide the forecast board
You can also create new boards or open a board from here.
Edit forecast board settings
Go to Deals > Forecast >
.png?sv=2022-11-02&spr=https&st=2024-06-29T08%3A28%3A49Z&se=2024-06-29T08%3A38%3A49Z&sr=c&sp=r&sig=ZtDstsnKnhtfuDJ8vhrkhIvd6JbbwpIAoPwkrvPFx5A%3D "image(92).png")
> Manage lines of business.Next to the board you want to edit, go
> Edit.
.png?sv=2022-11-02&spr=https&st=2024-06-29T08%3A28%3A49Z&se=2024-06-29T08%3A38%3A49Z&sr=c&sp=r&sig=ZtDstsnKnhtfuDJ8vhrkhIvd6JbbwpIAoPwkrvPFx5A%3D "image(92).png")
> Duplicate a forecast board
Go to Deals > Forecast >
> Manage lines of business.Next to the board you want to edit, go
> Duplicate.Edit the new board as desired.
Hide a forecast board
Hiding a board means it can't be accessed by anyone and that no update reminders are sent to anyone.
People with "Manage forecast settings" permissions can hide and unhide forecast boards.
Go to Deals > Forecast >
> Manage lines of business > on the forecast board> Hide / Unhide.
Was this article helpful?