Gong Forecast and your CRM
Who's this for:
Gong Forecast relies on your CRM for setting up the forecast categories your org uses to forecast.
Currently, Gong Forecast works with Salesforce and HubSpot CRMs only.
When setting up your forecast boards, you need to set the CRM fields and values that represent actuals, open deals, and forecast categories in your org.
|
Column |
Needed from your CRM |
Example |
|---|---|---|
|
Target attainment |
CRM field you use to measure actuals (actual sales) |
|
|
Pipeline coverage |
CRM field that represents open deals in the pipeline |
|
|
Forecast category, per category |
CRM field you use for categories |
|
It's likely that you already import these fields and use them in your deal boards.
Gong Forecast uses other deal-related fields to show deal information related to your target, pipeline, and forecast categories.
We recommend the following fields:
-
Amount
-
Close date
-
Deal owner
-
Opportunity type
Again, these fields are likely to already be used in your deal boards and Account pages.
If you don't see a CRM field, ask your Gong admin to make sure it's imported.
Instructions on how to do so can be found at these links: