Set permissions for Gong Forecast

Who can use this: Tech admin

Available on: Gong Forecast

After Forecast seats are purchased and allocated, it’s time to apply Forecast permission to relevant permission profiles - for business admins to build boards and for reps and managers to view them.

Permission to build forecast boards

To apply forecast board building and managing permissions to the profile:

1. Select the permission profile/s applied to business admins in your company.

2. Under Pages, select Forecast and Manage the forecast board; assign targets.

   

3. Under Forecast, select ALL in all options.

Permission to forecast in Gong

As soon as team members are assigned permissions to forecast in Gong, they see the Forecast page under Deals.

To apply Forecast permissions to reps and managers forecasting in Gong:

1. Select the permission profile/s applied to reps and managers in your company.

2. Under Pages, select Forecast.

3. In Forecast > View forecasts and in Forecast > Edit forecasts:

   1. In permission profiles assigned to reps, select Their own.

      

   2. In permission profiles assigned to managers, select People who report to them.