Create a target column for a forecast board

Prev Next

Who can use this: Business admin

Available on: Gong Forecast

Ideal for: RevOps

Required permissions: Forecast page access, Manage Forecast board; assign targets.

Add a target column to display a predefined target on a forecast board. Target columns are read-only. You can also show a target as supporting data in a metric column or a forecast submission column, but a target column shows the target independently.

Before you begin

Create the target you want to display if it doesn't exist yet. Learn more about creating a target in Data studio.

Add a target column

Add the column from the board builder, either while you build a new board or when you edit an existing one.

To add a target column:

  1. From the left sidebar, click Revenue, and select Forecast.

  2. Open the board builder:

    • Existing board: Click the More actions More actions icon icon, and select Edit board.

    • New board: Click the More actions More actions icon icon, select New forecast board, and click Add board under Configurable forecast board.

  3. Click Categories in the left panel.

  4. Click the Add category dropdown, and select Target.

  5. Enter a name for the column in the Column name field.

  6. (Optional) Enter a description in the Description field. The description appears when team members hover over the column name.

  7. Under Target, click the Target dropdown, and select the target to display in the column.

  8. (Optional) Drag the column in the Categories list to change where it appears on the board.

  9. Click Save to save the board.