Forecast rollup board (business totals)

Who's this for: Revenue Ops, Business Admin

Where to go: Deals > Forecast

Plan: Working with Gong Forecast requires a Forecast seat.

See your business overview of all or some of your different forecasting motions in one view.

Set up

1. In the business lines drop-down, select Business total and then go to > Business total settings.

2. In the Business lines area, select all lines you want to appear in the totals view from the drop-down menu.

3. In the Categories area, add the forecast categories you want to see in the rollup total.

4. For each rollup forecast category, select the business line forecast category to count toward the rollup total.

5. Click Save.