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Forecast Rollup


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We use Gong Forecast heavily but we are challenged on how to manage the rollup.  Each manager has to calculate the rollup manually based on each of their reps forecast.  Is there a simpler way to do this?

2 replies

Molly Kipnis
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  • Community Manager
  • 597 replies
  • May 31, 2023

Hey @Stefan Burak! Getting some thoughts from the internal team on this. Stay tuned, and thanks for your patience! 


Molly Kipnis
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  • Community Manager
  • 597 replies
  • May 31, 2023

Hi again @Stefan Burak, mind clarifying for me what you’re looking to accomplish beyond seeing the rollup of your rep’s deals in each category (1-5 in the attached image) and forecast numbers (6-8) in image? 

Are you referring to some kind of auto-calculate functionality? 

Appreciate the context!

 

 


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