Who can use this: Tech admin
Available on: Gong Forecast
Confirm your plan, team hierarchy, and CRM integration. Then assign the permissions that let business admins build forecast boards and let team members and managers forecast in Gong. After access is in place, a business admin can create a forecast board.
Step 1: Confirm your plan and Forecast seats
Your company needs a Gong Forecast plan, and each team member who forecasts in Gong needs a Forecast seat. Typically, every team member and manager has a Forecast seat, as do the business admin and other people who work with forecasts. Learn more about plans and seats.
To check your plan and seats:
From the left sidebar, click Admin center.
In the Settings tab, click Team members under the People card.
Review the plan type and the number of seats allocated and purchased.
Step 2: Check the team hierarchy
Forecast uses the Manager set on each team member's record. The manager can come from your CRM, your provisioning software, or a CSV upload, or you can enter it by hand. Managers see the forecasts of the people who report to them based on it. Learn more about adding or editing a team member.
To check the team hierarchy:
From the left sidebar, click Admin center.
In the Settings tab, click Team members under the People card.
Review the teams and managers shown, and confirm they match your reporting structure.
Update any outdated hierarchy at its source:
External provider: If your company provisions team members from a provider such as Okta or OneLogin, make the change there. Managers can't see their direct reports' forecasts while the hierarchy is out of date. Learn more about provisioning team members.
Gong: If you manage team members in Gong, make the change on the Team members page.
Note:
Your forecast boards reflect hierarchy changes made in your CRM or provisioning software.
Step 3: Confirm the CRM integration
Gong should be integrated with your CRM (Salesforce, HubSpot, or Dynamics) before your revenue team starts working with forecast boards. If your CRM isn't integrated yet, follow the setup article for your CRM.
To integrate your CRM with Gong:
Salesforce: Set up the Salesforce integration
HubSpot: Connect HubSpot to Gong
Dynamics: Connect Dynamics 365 to Gong
Step 4: Give business admins permission to build boards
Required permissions:
Business admins need the Manage Forecast board; assign targets. permission to build and manage boards. Add it to the permission profiles that apply to them.
Learn more about setting up a permission profile and available permission settings.
To give business admins permission to build boards:
From the left sidebar, click Admin center.
In the Settings tab, click Permission profiles under the People card.
Open each permission profile that applies to your business admins.
Under Pages, select Forecast and Manage Forecast board; assign targets.
Under Forecast access and actions, set View forecast submissions and Edit forecast submissions to All submissions.
Set Edit forecast targets to All targets.
Note:
Each of these settings lets you choose All submissions (or All targets), or Specific submissions (or Specific targets). With Specific, you choose whose numbers the permission covers: Their own, their direct and indirect reports, anyone on their manager's team, or specific teams.
Step 5: Give team members and managers permission to forecast
Team members who have permission to forecast see Forecast under Revenue in the left sidebar. Team members usually submit their own numbers. Managers adjust and submit the numbers of the people who report to them.
To give team members and managers permission to forecast:
From the left sidebar, click Admin center.
In the Settings tab, click Permission profiles under the People card.
Open each permission profile that applies to your team members and managers.
Under Pages, select Forecast.
Under Forecast access and actions, set View forecast submissions and Edit forecast submissions by role:
Team members: In the profiles applied to team members, select Specific submissions, and then select Their own submissions.
Managers: In the profiles applied to managers, select Specific submissions, and then select Submissions by their direct and indirect reports.