Create and manage deal boards
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Create and manage deal boards


Article summary

Where to go? Deals > Pipeline

Create your own deal board to answer the business question you want. Create as many boards as you like, and edit and delete them at any time. Deal boards are public and available to everyone.

  • Deal boards get information from your CRM. Check with your Gong admin to make sure that the CRM field values you need are mapped and synced with Gong (point them here: Salesforce/ HubSpot). Specifically, rollup forecast categories and CRM values, filters, and deal board columns.

  • Bit busy? You can actually duplicate and then tweak an existing board. On the Pipeline page, go to name of board > MANAGE BOARDS > click Button____1_.png > Duplicate next to any board, make your changes & save. Job done!

Set up a deal board

  1. Go to Deals > Pipeline, click Button____1_.png > Create board.

  2. In the Basics section, set the basics:

    1. Give your board a name and description.

    2. Decide what deals to show in the board based on who handled them.

      We can show deals related to any role defined in your CRM.

      Note:

      This option is supported for Salesforce and HubSpot CRM integrations only.

      In addition to setting up boards for deal owners, you can:

      • Create a deal board for sales engineers, CSMs, or other non-sales roles, to see deals relevant to them

      • As a non-quota-carrying team member, see what deals you've been part of

      • Ensure smoother handoffs during the sales cycle and easier ongoing collaboration

      If you work with opportunity teams, check In the opportunity team to show deals by any member of the opportunity team. To learn more, see Working with opportunity teams.

    3. Decide what to show in the board based on a CRM date.

      For example, sales teams may want to view information based on close dates, while CS teams may want to look at deals based on renewal dates, and professional services teams may want to look at deals based on onboarding start dates. A column will be added to the board with the field selected. All CRMs are supported.

  3. In the Filters section, define how to filter deals in your board:

    Tip:

    If you set filters to slice your deals, make sure none of them clash with the tab groupings.

    1. Click Filter by, and then click ADD FILTER.

    2. Select CRM fields and values to filter deals displayed in the board.

      Note:

      You can’t use a range field as a filter.

      Only deals that match your filter(s) are displayed in the board.

  4. In the Tabs section, define what tabs to include in the board:

    Tabs are useful when you need to see different groups of deals. For example group deals by forecast category, deal stage, deal status, and so on. The groups can be defined by any CRM field, so you're free to make groups based on anything that makes business sense to you.

    By default, we've added a tab for Open deals, Closed lost, and Closed won, but you can edit these and add more:

    1. Give the tab a name.

    2. Select the CRM field the group should be based on from the drop-down list.

    3. Select the CRM values that make up the forecast category from the drop-down list.

    4. Click filter to add a conditional filter.

      Note:

      When nesting conditional filters, the order of the operators affects how they're handled: logical complements (NOT) are performed first, then logical conjunctions (AND), and lastly logical disjunctions (OR).

      Learn more

      Tip:

      Drag the tabs up/down to change the order.

  5. In the Columns section, set up the board columns to determine what info to show for every deal.

    By default, we show the deal name, warnings based on Gong AI (that you'll set up in the next step), and deal activity (shown as a timeline).

    • Click ADD COLUMN, and select a field. The column options may include your company playbook, boolean, rich text, and multi-select CRM fields for general, opportunity, and account, and trackers.

      For more information on using trackers in your deal board, see Use deal boards.

      For information on importing Salesforce fields, see Set import of Salesforce fields.

      Note:

      Salesforce field name differences worth noting:

      • The "Last activity" field from the Account object shows in the Deals board as Account Last Activity date

      • The "Last activity" field from the Opportunity object shows in the Deals board as Deal Last Activity date

      • The "Record Type ID" field from the Opportunity object shows in the Deals board as Opportunity Record Type

      Tip:

      Drag the columns up/down to change the order.

  6. Choose one of the CRM fields you selected in the previous step (rich text fields only) to fill with AI suggested updates. These updates are based on conversations from the current and previous week. (This capability is being rolled out in July 2024.)

  7. In the Update CRM section, section, define the CRM fields you want to appear in the Update CRM tab when inspecting a deal.

    The Update CRM tab is useful if you want reps or managers update particular fields in Gong without showing them in the board.

  8. In the Amount section, select the CRM amount field to use when calculating total amounts (roll-ups) for the board.

    You can use currency amounts, such as Total ARR or Renewal ARR, or numeric (non-currency) amounts, such as seats or subscriptions. Make sure the amounts are fields in the Opportunity object, and make sure they are being imported into Gong.

    For example:

    • Legacy sales teams may want to calculate totals based on Total ARR

    • New business teams may want to calculate totals based on subscriptions

    The field you select is added as a column.

    If you work with opportunity splits, select Apply opportunity splits in deal amounts and rollups. Learn more about Working with opportunity splits.

  9. Warnings Set warnings to show deals at risk in the board:

    Learn about each warning and see our setting recommendations.

    1. Toggle the warnings you want to include in your board to the ON position.

    2. Adjust the warning settings as desired.

  10. First View Set how this board should look the first time anyone sees it:

    If anyone makes any changes to filters, etc, we'll remember their changes. The next time they access the board, we show them their last view.

    1. Select the date range to filter the board by.

    2. Select which tab to show.

    3. Select how to sort deals.

    After you open the board, you can change these settings using the filters and controls in the board.

  11. Digest Set who gets a tailored weekly email digest for the board:

    1. Subscribers get a digest where the deals they see is tailored as follows:

      • Reps/other role: Deals they handle

      • Managers: Deals handled by their direct reports

      • Managers of managers: Deals handled by everyone rolling up to them

    2. Observers get a digest that shows deals handled by the selected team.

    The digest is sent weekly on Monday mornings (org time), and subscribers and observers can unsubscribe whenever they want.

  12. Click SAVE.

Share a deal board

Note:

This feature is being rolled out as part of the July 2024 release

After setting up your board, you may want to let others know it’s available. Team members the board is shared with will receive notifications via email and their homepage collaboration widget. They will also have quick access to the board from their pipeline page.

To share a board with your team members:

  1. From the top right corner, click Share board.

  2. Select individual team members or entire teams to share the board with.

  3. Optionally, write a message to include in the notification team members will get and click Share.

Edit a deal board

  1. Go to Pipeline and open the board you want to edit. Click Edit board.

    The Edit page opens on the current board.

  2. Make the changes you want to the board and click Save

    Note:

    If you change any warnings, it may take a few hours for the board to update while we recalculate data.

Delete a deal board

  1. Go to Pipeline, click theMoreIconin the top right corner and choose Manage boards.

  2. Locate the board you want to delete, clickMoreIconbeside its name and choose Delete.


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