--- sourceDocument: Store Version History Release Notes sourceDocumentLink: https://www.servicenow.com/docs/r/store-release-notes Release : - store ft:locale : - en-US ft:publication_title : - Store Version History Release Notes ft:clusterId : - rnst bundleId : - rnst --- # Opportunity Management Data Model release notes # Opportunity Management Data Model release notes {#ariaid-title1} Release version: Store Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 7 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Opportunity Management Data Model Release Notes The Opportunity Management Data Model application on the ServiceNow Store provides a comprehensive framework for managing sales opportunities, including detailed tracking, revenue metrics, and integration with sales processes. It supports storing opportunity-related data across various stages, enabling accurate revenue reporting, sales team collaboration, and enhanced sales pipeline management. The release notes detail ongoing enhancements, fixes, and new features that improve stability, performance, and usability of the application. Show full answer Show less ## Key Features * **Sales CRM Mobile Experience:** Introduced in versions 14.0 and 14.1, this mobile experience offers opportunity list and record views, line items, pipeline health, task and meeting management, and account views to support sales agents on the go. * **Opportunity and Quote Synchronization:** Enhanced logic to sync Net New ACV and quote data accurately with opportunities, ensuring revenue data remains up to date. * **Opportunity Allocations:** Added support for managing revenue splits and overlay allocations with validation to ensure accurate distribution and read-only fields to prevent user confusion. * **Revenue and Pricing Metrics:** Introduced subscription revenue metrics (ARR, MRR, ACV, TCV) and pricing fields on opportunities and line items to improve pipeline inspection and recurring revenue understanding. * **New Data Tables:** Added tables such as Opportunity Team Member, Associated Contacts, and Allocation types to enable detailed tracking of sales teams, contacts, and deal dimensions. * **Global Search Support:** Opportunity records are now searchable globally, enhancing navigation and data retrieval. * **Integration and Collaboration:** Sidebar chat integration with Microsoft Teams supports collaboration within the opportunity context. * **Opportunity Line Item Enhancements:** Supports parent-child hierarchies, product characteristics, and pricing details for granular sales data capture. * **Configurable Dependencies:** Allows setup of dependencies between Won/Lost stages and reasons to align sales process data entry. ## Fixes and Improvements * Resolved issues with allocation percentage validation, data truncation on summary cards, and incorrect population of meeting occurrences. * Addressed security vulnerabilities to restrict unauthorized access to quote numbers and versions. * Fixed currency handling and price list synchronization to ensure correct pricing display based on opportunity currency. * Improved performance on opportunity pages and during saving operations for economic buyer and champion roles. * Corrected UX and UI inconsistencies, including padding fixes and branding updates. * Fixed intermittent errors such as "One or more property values are invalid" when managing allocations. ## Practical Benefits for ServiceNow Customers With these updates, ServiceNow customers can expect a more reliable and feature-rich opportunity management experience that supports both desktop and mobile sales workflows. Enhanced synchronization between quotes and opportunities ensures accurate revenue tracking, while new allocation and pricing capabilities enable detailed financial insights. Security fixes protect sensitive sales data, and improvements in UI and performance facilitate smoother daily usage. Customers leveraging sales territory management, global search, and collaboration tools will find the solution better aligned to their sales processes. Version history for the Opportunity Management Data Model application on the ServiceNow Store. Important: For details on system requirements and family compatibility, view the application listing on the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) website. ## Version history Version 14.2.12 - October 2026 (Australia) : * Fixed: * Fixed Net New ACV not syncing correctly from Quote to Opportunity * Meeting occurrences now correctly populate the associated record and table * Corrected touchpoint state data for Opportunity summarization * Fixed source tag information being truncated on the Opportunity summary card * Resolved non-related team members and product offering families appearing on the Manage Allocations page * Fixed a security issue where unauthorized users could access Quote numbers and versions through the Primary Quote reference qualifier {#store-rn-som-opportunity-mgmt-data-model__ul_bcf_jqt_rkc} {#store-rn-som-opportunity-mgmt-data-model__ul_psr_jqt_rkc} Version 14.0.13 - October 2026 (Zurich) : * Fixed: * Fixed Net New ACV not syncing correctly from Quote to Opportunity * Meeting occurrences now correctly populate the associated record and table * Corrected touchpoint state data for Opportunity summarization * Fixed source tag information being truncated on the Opportunity summary card * Resolved non-related team members and product offering families appearing on the Manage Allocations page * Fixed a security issue where unauthorized users could access Quote numbers and versions through the Primary Quote reference qualifier {#store-rn-som-opportunity-mgmt-data-model__ul_xrh_3qt_rkc} Version 14.1.0 - September 2026 (Australia) : * New: * Sales CRM Mobile experience for Opportunities : includes opportunity list view, record view, opportunity line items, pipeline health, task management, meetings, quick access, and account record view * Opportunity summarization for the mobile experience {#store-rn-som-opportunity-mgmt-data-model__ul_rg5_jyp_lkc} * Changed: * Allocation number field in Manage Allocations is now read-only to avoid confusion during split creation * Primary quote field is now available as part of the core opportunity data model * Internal platform upgrades to improve performance, stability, and readiness for upcoming features {#store-rn-som-opportunity-mgmt-data-model__ul_sg5_jyp_lkc} * Fixed: * Resolved "One or more property values are invalid" error when loading the Manage Allocations page * Fixed allocation percentage validation incorrectly flagging totals that equal 100% * Fixed issue where Opportunity Allocations (Revenue and Overlay) could not be set on the opportunity * Net New ACV now syncs correctly from Quote to Opportunity * Improved Quote-to-Opportunity sync logic and performance * Resolved high response times on Economic Buyer and Champion save operations * Fixed plugin dependency errors during application installation {#store-rn-som-opportunity-mgmt-data-model__ul_tg5_jyp_lkc} {#store-rn-som-opportunity-mgmt-data-model__ul_qg5_jyp_lkc} Version 14.0.1 - September 2026 (Zurich) : * New: * Sales CRM Mobile experience for Opportunities : includes opportunity list view, record view, opportunity line items, pipeline health, task management, meetings, quick access, and account record view * Opportunity summarization for the mobile experience {#store-rn-som-opportunity-mgmt-data-model__ul_f4z_kyp_lkc} * Changed: * Allocation number field in Manage Allocations is now read-only to avoid confusion during split creation * Primary quote field is now available as part of the core opportunity data model * Internal platform upgrades to improve performance, stability, and readiness for upcoming features {#store-rn-som-opportunity-mgmt-data-model__ul_tzq_lyp_lkc} * Fixed: * Resolved "One or more property values are invalid" error when loading the Manage Allocations page * Fixed allocation percentage validation incorrectly flagging totals that equal 100% * Fixed issue where Opportunity Allocations (Revenue and Overlay) could not be set on the opportunity * Net New ACV now syncs correctly from Quote to Opportunity * Improved Quote-to-Opportunity sync logic and performance * Resolved high response times on Economic Buyer and Champion save operations * Fixed plugin dependency errors during application installation {#store-rn-som-opportunity-mgmt-data-model__ul_agb_myp_lkc} {#store-rn-som-opportunity-mgmt-data-model__ul_bgf_lyp_lkc} Version 13.1.0 - August 2026 (Australia) : * New: * Added support for Opportunity records in global search * UI refinements on the Opportunity page --- padding fixes and rebranding updates * Quote tasks for primary quotes now appear in the To-Do section of the Opportunity Overview page * Added configurable dependency between Won/Lost stage and Won/Lost reason fields, controlled via system properties {#store-rn-som-opportunity-mgmt-data-model__ul_z4t_mg1_bkc} * Fixed: * Resolved UX defects on the Opportunity Overview page and Guided Selling experience * Fixed semantic search results for Opportunity records * Corrected inconsistencies in Contract End Date and Term (months) calculations within Opportunity Management * Price list on Opportunity now updates correctly when currency is changed * Resolved intermittent "One or more property values are invalid" error in Manage Allocations when saving allocation splits * Addressed performance issues on the Opportunity page {#store-rn-som-opportunity-mgmt-data-model__ul_tg2_ng1_bkc} {#store-rn-som-opportunity-mgmt-data-model__ul_v2m_ng1_bkc} Version 13.0.1 - August 2026 (Zurich) : * New: * Added support for Opportunity records in global search * UI refinements on the Opportunity page --- padding fixes and rebranding updates * Quote tasks for primary quotes now appear in the To-Do section of the Opportunity Overview page * Added configurable dependency between Won/Lost stage and Won/Lost reason fields, controlled via system properties {#store-rn-som-opportunity-mgmt-data-model__ul_vgm_lg1_bkc} * Fixed: * Resolved UX defects on the Opportunity Overview page and Guided Selling experience * Fixed semantic search results for Opportunity records * Corrected inconsistencies in Contract End Date and Term (months) calculations within Opportunity Management * Price list on Opportunity now updates correctly when currency is changed * Resolved intermittent "One or more property values are invalid" error in Manage Allocations when saving allocation splits * Addressed performance issues on the Opportunity page {#store-rn-som-opportunity-mgmt-data-model__ul_ufd_mg1_bkc} Version 12.1.0 - July 2026 (Australia) : New: Introduced default OOB sales types and sales cycle stage values. Version 12.0.0 - July 2026 (Zurich) : New: Introduced default OOB sales types and sales cycle stage values. Version 11.1.0 - June 2026 (Australia) : Changed: This release includes fixes for known issues to improve stability and reliability. No new features or enhancements have been introduced. Version 11.0.0 - June 2026 (Zurich) : Changed: This release includes fixes for known issues to improve stability and reliability. No new features or enhancements have been introduced. Version 10.0.7 - May 2026 : Fixed: Minor enhancements and security fixes. Version 10.0.2 - April 2026 : * This release includes: * Addition of new tables for supporting Opportunity Allocations and its related setup. * Opportunity Allocation Type * Opportunity Allocation Dimension * Opportunity Allocation {#store-rn-som-opportunity-mgmt-data-model__ul_tkp_5ps_t3c} * Introduced new fields on Opportunity to capture direct or indirect deal types to align opportunities with defined routes to market. * Deal type * Route to market {#store-rn-som-opportunity-mgmt-data-model__ul_ukp_5ps_t3c} {#store-rn-som-opportunity-mgmt-data-model__ul_pkp_5ps_t3c} Version 9.0.1 - March 2026 : * This release includes: * Enhancements on Opportunity to effectively capture the primary reasons for winning or losing a given opportunity. * Track Opportunity Competitors across various product offerings or product families. Additionally, keep a track of incumbent competitors, and any new or emerging entrants in the market. * Gain insight into customer interactions by monitoring Opportunity Tasks in relation to CRM Touchpoints. * When Opportunities are merged as part of account or contract consolidation into a single target opportunity for execution and reporting, track the Consolidated opportunity and Top consolidated Opportunity on the Opportunity and Opportunity Line. {#store-rn-som-opportunity-mgmt-data-model__ol_v4v_jnx_l3c} Version 8.0.2 - January 2026 : Fixed: Resolved currency-related issues in Opportunity Pricing. Previously, the amount fields in opportunities displayed values in the default currency (USD) instead of reflecting the specific opportunity currency and the correct prices were not derived from the price list for the product offerings. Version 8.0.1 - December 2025 : * This release includes: * Addition of two new tables: Opportunity Team Member and Opportunity Associated Contacts. These tables will facilitate tracking of sales team and customer contacts involved in the opportunity. * Optimising opportunity for Sales Territory Management * New fields on opportunity and its line items to facilitate the calculation of delta amounts relevant to contract upsells and downsells. These fields include Total Net New Amount, Total Renewal Amount, Total Upsell/Downsell Amount, Contract Start Date, and Contract End Date. * Minor security fixes {#store-rn-som-opportunity-mgmt-data-model__ol_z24_kzt_khc} Version 6.1.0 - August 2025 : * New changes in this release: * Introduced 'Short Description' field for opportunity line item. * Minor security fixes {#store-rn-som-opportunity-mgmt-data-model__ul_ykv_dl2_yfc} Version 6.0.1 - June 2025 : We are shipping Cobalt Raven fixes with this new version as part of the Opportunity Data Model.{#store-rn-som-opportunity-mgmt-data-model__latest-store-rn-som-opportunity-mgmt-data-model} {#store-rn-som-opportunity-mgmt-data-model__latest-store-rn-som-opportunity-mgmt-data-model} Version 6.0.0 - May 2025 : * New changes in this release: * This release introduces new fields on Opportunity Line Item to support parent-child hierarchy created by the product configurator. New pricing related fields like ARR, MRR, and One-Time Price tracks the pricing of parent and child item lines. * The table Opportunity Line Characteristic table tracks the product characteristics for each opportunity line item. {#store-rn-som-opportunity-mgmt-data-model__ul_pfd_hld_1fc} {#store-rn-som-opportunity-mgmt-data-model__ul_mfp_gld_1fc} Version 5.0.0 - February 2025 : Provide support for clear distinction of closed opportunity stages by introducing type closed won and closed lost. Version 4.0.0 - November 2024 : * New: * Along with the existing features on opportunity, we have included the following features this time: * Subscription revenue metrics: Enabling sales agents or managers to use and view calculated metrics like ARR, MRR, ACV, TCV , Amount \& Weighted Amount that enable better pipeline inspection and revenue reporting, and also improved understanding of recurring revenue dynamics. * Sync quote to opportunity: Enable sales agents or managers to keep the opportunity revenue up-to-date with the quote through its various stages and revisions for accurate revenue reporting at any given point in time. * Location-based opportunity:Enable sales agents to filter the product catalog based on customer's service location and capture opportunities and opportunity line items across their different service locations. {#store-rn-som-opportunity-mgmt-data-model__ul_mzk_gld_ddc} {#store-rn-som-opportunity-mgmt-data-model__ul_a5g_gld_ddc} Version 3.0.0 - August 2024 : * Changed: * Along with the existing features on opportunity, we have included the following features this time: * Multi-select opportunity line and create quotes for them: Allowing sales agents or managers to create multiple quotes for specific line items through the 'Create New Quote' UI action available in the line items related list. * Sidebar chat integration with Teams on opportunity : Facilitating collaboration among sales agents and subject matter experts within the context of an opportunity by integrating the Sidebar with Teams platform capability in Opportunity Management. * Sidebar chat integration with Teams on Opportunity will require minimum platform version as Xanadu {#store-rn-som-opportunity-mgmt-data-model__ul_zhj_pr4_ccc} {#store-rn-som-opportunity-mgmt-data-model__ul_wjg_qr4_ccc} {#store-rn-som-opportunity-mgmt-data-model__ul_r2b_qr4_ccc} {#store-rn-som-opportunity-mgmt-data-model__ul_glp_4r4_ccc} Version 2.0.2 - May 2024 : Changed: Included pricing-related fields within Opportunity Header and Line items. Facilitated pricing requests from Opportunity to the pricing engine for retrieving prices of offerings listed in the price lists. Version 1.0.0 - February 2024 : The Opportunity Management Data Model application gives access to the opportunity tables that allow organizations to store any opportunity-related data.