Create a submission column

RevOps, Business admin

Gong Forecast*

Deals > Forecast

Team members use Forecast submission columns to submit their forecast numbers. Numbers are submitted when company snapshot is recorded.

To add a submission column:

1. Click New column > Forecast submission.

   

2. Give the column a name (ex: “Commit”) and a description.

3. Set the submission amount type to either Currency or Unit. If you choose Unit, enter a Display name (for example: BKG for number of bookings).

   

4. Next to Add related metric, add a metric that supports team members in making their forecast submission decision (for example, to support Commit, add Bookings ($) as a related metric. Filter the metric to ensure the data feeding your column represents the sales motion properly.

   

   1. Click Manage metrics and create it if you can’t find the metric you need.

      

   2. Under Advanced options, toggle on auto-submit to automatically submit the metric’s value when company snapshot is recorded.

      When this is toggled on, Gong captures a value of the selected metric right before company snapshot is recorded and submits it on behalf of team members. On their forecast board, team members see an indication that numbers were automatically submitted:

      

5. Under Customize display, see how a single cell in the column appears on the board. Adding or removing metrics is reflected here.

   

   Note:

   The numbers displayed in this section are placeholders and don’t represent your data.

   1. Toggle on Show submission last change with and then select the type of graphic indication.

   2. Toggle on Show progress to measure your submission progress against a target or a metric, and then select it. If you can’t find the metric or target you need, click Manage metrics/Manage targets respectively and create it. Filter the metric to ensure the data feeding your column represents the sales motion properly.

6. Save the column.

7. Rearrange columns by drag and drop:

   

Once the board is published, team members can click a cell to open a panel on the right. The panel displays the latest submission, and indicates whether it was automatic or manual.

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