Troubleshooting: Slack notifications for Forecast

The Slack notification is sent once a week to remind AEs that it's time to forecast, and to give managers a summary of the forecast status of their team.

You must have a working Slack integration to receive these notifications.

General

If nobody is receiving a Slack notification for forecasting, check the following:

• Check that Forecast due is set up in Forecast settings.

• Check that reps that should be forecasting have a defined target.

  Targets can be uploaded or defined manually by editing the target cell for each rep.

Notifications for AEs

For Slack notifications, an AE is defined as someone who has a defined target, or has previously submitted their number, and who is not a manager i.e., has no direct reports.

AEs must have a defined target value in Gong, or have previously updated their number to receive a Slack reminder, and to appear in the manager's summary.

• Check that the rep has a defined target.

  Targets can be uploaded or defined manually by editing the target cell for each rep.

Notifications for frontline managers

For Slack notifications, a frontline manager is defined as someone who is a direct manager of one or more AEs, but not other managers.

• Check that ALL reps who report up to the frontline manager have defined targets.

  Targets can be uploaded or defined manually by editing the target cell for each rep.

• Check the org hierarchy in Gong to make sure that the manager has all expected team members

Notifications for managers of managers

For Slack notifications, a manager of managers is defined as someone who is a direct manager of one or more frontline managers.

Frontline managers do not need to have a defined target to appear in their manager's summary.

• Check the org hierarchy in Gong to make sure that the manager has all expected team members