Admin: Manage forecast boards
Who's this for:
Who can do this: You must have "Manage forecast settings" permissions (as assigned by your admin in your permission profile).
Where: Deals > Forecast
Plan: Working with Gong Forecast requires a Forecast seat.
Manage forecast boards to:
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Edit forecast board settings
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Duplicate an existing board to create a new one based off the original's settings
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Hide the forecast board
You can also create new boards or open a board from here.
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Go to Deals > Forecast >
> Manage lines of business.
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Next to the board you want to edit, go
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Go to Deals > Forecast >
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Next to the board you want to edit, go
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Edit the new board as desired.
Hiding a board means it can't be accessed by anyone and that no update reminders are sent to anyone.
People with "Manage forecast settings" permissions can hide and unhide forecast boards.
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Go to Deals > Forecast >