Set up: Forecast rollup board (business totals)
Who's this for:
Where: 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.
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In the business lines drop-down, select Business total and then go to
> Business total settings.
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In the Business lines area, select all lines you want to appear in the totals view from the drop-down menu.
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In the Categories area, add the forecast categories you want to see in the rollup total.
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For each rollup forecast category, select the business line forecast category to count toward the rollup total.
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Click Save.