Opportunity Management Data Model release notes

  • Release version: Store
  • Updated July 9, 2026
  • 4 minutes to read
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    Summary of Opportunity Management Data Model Release Notes

    The Opportunity Management Data Model application provides a comprehensive data structure to capture and manage opportunity-related information within ServiceNow. It enables organizations to effectively track sales opportunities, related pricing, sales cycles, team members, competitors, and revenue metrics to improve sales pipeline visibility and decision-making.

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    Key Features

    • Sales Types and Cycle Stages: Default out-of-the-box sales types and sales cycle stage values introduced for streamlined opportunity tracking (versions 12.0.0 and 12.1.0).
    • Opportunity Allocations: New tables and fields support Opportunity Allocations, deal types (direct/indirect), and routes to market for detailed sales channel management (version 10.0.2).
    • Win/Loss Tracking and Competitor Insight: Enhanced fields to capture primary reasons for wins/losses, track competitors across product lines, and monitor incumbent or emerging market entrants (version 9.0.1).
    • Opportunity Team and Contacts: Added tables to track sales team members and associated customer contacts involved in opportunities (version 8.0.1).
    • Subscription Revenue Metrics: Metrics such as ARR, MRR, ACV, and TCV enable better pipeline inspection and recurring revenue analysis (version 4.0.0).
    • Quote Synchronization: Synchronize quotes with opportunities to keep revenue data accurate across quote revisions (version 4.0.0).
    • Pricing and Currency Handling: Pricing-related fields added, with improvements in currency display and price derivation from price lists (versions 2.0.2 and 8.0.2).
    • Opportunity Line Item Enhancements: Support for parent-child hierarchies, product characteristics, and new pricing fields such as ARR, MRR, and one-time price to reflect detailed product configurations (version 6.0.0).
    • Collaboration Integration: Sidebar chat integrated with Microsoft Teams for real-time collaboration on opportunities (version 3.0.0).
    • Closed Opportunity Stages: Clear distinction between closed won and closed lost stages improves sales stage reporting (version 5.0.0).

    Key Outcomes

    • Improved Sales Visibility: Enhanced data model and metrics provide sales teams and managers with deeper insights into opportunity performance, customer interactions, and competitive landscape.
    • Accurate Revenue Reporting: Synchronizing quotes and incorporating subscription revenue metrics support precise revenue forecasting and contract management.
    • Streamlined Sales Processes: Features like opportunity allocations, deal type classifications, and service location filtering enable better alignment with sales strategies and market routes.
    • Enhanced Collaboration: Integrating communication tools directly within opportunities fosters faster decision-making and knowledge sharing.
    • Robust Data Integrity and Security: Regular fixes and security enhancements ensure stable and reliable operation of the Opportunity Management Data Model.

    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 website.

    Version history

    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
      • 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
    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.
    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
    Version 6.1.0 - August 2025
    • New changes in this release:
      • Introduced 'Short Description' field for opportunity line item.
      • Minor security fixes
    Version 6.0.1 - June 2025
    We are shipping Cobalt Raven fixes with this new version as part of the Opportunity 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.
    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.
    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
    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.