--- sourceDocument: australia Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/australia/delta-yokohama-australia Release : - australia ft:locale : - en-US ft:publication_title : - australia Combined Product Files ft:clusterId : - delta3ay bundleId : - delta3ay --- # Combined Sales Forecasting release notes for upgrades from Yokohama to Australia # Combined Sales Forecasting release notes for upgrades from Yokohama to Australia {#ariaid-title1} Release version: Australia 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 Combined Sales Forecasting Release Notes for Upgrades from Yokohama to Australia This consolidated guide assists ServiceNow customers in preparing for upgrading Sales Forecasting from the Yokohama release family through Zurich to Australia. It summarizes the new features, changes, and important upgrade tasks relevant across these releases, focusing on practical enhancements and capabilities introduced up to the Australia release. Show full answer Show less ## Key Features * **From Yokohama:** * Sales Forecasting dashboard that visualizes sales opportunities by pipeline stages and teams. * Opportunity categorization based on probability to close deals. * Sales team hierarchy setup with managers assigned to teams for accurate forecasting. * Sales Quota Management to assign targets and track gaps against quotas. * Forecast scheduling to automate data updates and forecast calculations. * **From Zurich:** * Ability for sales agents and managers to adjust forecast values for greater accuracy. * Final forecast submission within set periods locking forecast data. * Sales territory hierarchy setup to support territory-based sales structures. * **From Australia:** * Real-time, on-demand forecast rollup updates to improve accuracy and responsiveness. * Configurable Forecast Owner and Rollup Owner roles supporting parallel forecasting models. * Support for up to ten configurable forecast models for diverse forecasting rules and business structures. * Multi-period forecast rollups (weekly, monthly, quarterly) within a single forecast model for flexible planning. * Product family-based forecasting as a secondary hierarchy alongside territory or sales team. * Forecasting at the base source level (opportunity and line items), offering detailed visibility and adjustments. * Forecast resubmissions enabled within submission windows, with admin control over this capability. * Customizable forecast dashboard views allowing users to select and save preferred columns per forecast model. ## Upgrade and Activation Guidance Before upgrading to Australia, it is important to review and complete any pre- and post-upgrade tasks to ensure a smooth transition. Sales Forecasting must be installed by requesting the application from the ServiceNow Store. This procedure applies consistently across Yokohama, Zurich, and Australia releases. ## Changes, Removed Features, and Deprecations No changes, removals, or deprecations were reported in Sales Forecasting features across the Yokohama, Zurich, and Australia releases, indicating stability in core functionality with added enhancements. ## Accessibility and Additional Considerations * **Accessibility:** Zurich introduced a dark theme option aligned with the new Coral theme to enhance readability and reduce eye strain. * **Browser, Localization, and Additional Requirements:** No updates or new requirements were noted for Sales Forecasting in the transition to Australia. ## Practical Impact for ServiceNow Customers Upgrading to Australia enhances Sales Forecasting capabilities with real-time updates, flexible forecasting models, and granular control over forecast ownership and submission. These improvements enable more accurate, dynamic forecasting aligned with diverse sales structures and product lines. Customers can expect streamlined quota management, better forecast visibility at detailed levels, and customizable dashboards to tailor reporting views to their needs. Consolidated page of all release notes for Sales Forecasting from Yokohama to Australia. ## How to use this page To help you prepare for your upgrade, we have combined the cross-family Sales Forecasting release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Yokohama to Australia. Tip: If there were no updates for a release notes section in a certain family release, we included a short note for your reference. For example, if a product did not have any updates in Tokyo, the row says "No updates for this release." ## Important information for upgrading Sales Forecasting to Australia Before you upgrade to Australia, review these pre- and post-upgrade tasks and complete the tasks as needed. {#dfrn3-salesforecasting-summary__entry__2} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## New features Between your current release family and Australia, new features were introduced for Sales Forecasting. {#dfrn3-salesforecasting-summary__entry__10} | Release | Release notes | |-|-| | Yokohama | [View the Sales Forecasting dashboard](https://www.servicenow.com/docs/access?context=using-sales-forecasting&family=yokohama&ft:locale=en-US) : Sales Forecasting uses data from the opinions and insights of your sales representatives reflecting how they feel about the deals in their pipeline. View the dashboard to see the sales forecast for your teams in various stages. You can see the total amount of opportunity in each stage for selected time periods or teams. [Categorizing the sales opportunities](https://www.servicenow.com/docs/access?context=configure-forecast-categories&family=yokohama&ft:locale=en-US) : Categorize the opportunities in the system based on the probability of closing the sales deal. [Set up sales team hierarchy](https://www.servicenow.com/docs/access?context=setup-sales-group&family=yokohama&ft:locale=en-US) : Set up the sales teams and assign managers to each team. Once the users, team, and opportunity data is added, and a selection of categories, you can calculate the forecast for any group or specific sales team and view the dashboard. [Set up Sales Quota Management](https://www.servicenow.com/docs/access?context=setup-sales-quota&family=yokohama&ft:locale=en-US) : Assign quota targets to sales representatives and managers for specific periods. A Quota column displays the sales target for the managers and their team. The Gap column displays the remaining target amount to achieve the required quota target. [Set up forecast schedule](https://www.servicenow.com/docs/access?context=setup-forecast-schedule&family=yokohama&ft:locale=en-US) : Create a forecast scheduled job to update or create the forecast data at a specific time or on a recurring schedule. The forecast scheduled job automatically fetches all the opportunities in the system and generates forecast data. | | Zurich | [Modify forecast adjustments](https://www.servicenow.com/docs/access?context=using-sales-forecasting&family=zurich&ft:locale=en-US) : Sales agents can modify their individual system-generated forecast values and sales managers can modify their team's forecast projections. Adjusting forecast values provides more flexibility to sales agents and ensure a more accurate view of expected sales performance and forecasts. [Submit final forecast](https://www.servicenow.com/docs/access?context=using-sales-forecasting&family=zurich&ft:locale=en-US) : Finalize and submit forecasts within defined submission periods to ensure accurate sales forecasts and projections. You can modify forecast values and submit the final forecast for a selected time period. After submission, the forecast roll-up displays only the locked and finalized values. [Set up sales territory hierarchy](https://www.servicenow.com/docs/access?context=sales-forecasting-terminology&family=zurich&ft:locale=en-US) : Set up a sales territory hierarchy for specific regions to assign sales agents to defined territories. This capability improves forecasting accuracy and tracking efficiency for organizations that use territory-based sales structures. | | Australia | [Real-time forecast rollup updates](https://www.servicenow.com/docs/access?context=using-sales-forecasting&family=australia&ft:locale=en-US) : Enhance forecast accuracy, reduce latency in pipeline views, and support faster, more informed decision‑making by triggering on‑demand recalculation for your hierarchy without having to wait for scheduled jobs. [Configurable Forecast Owner and Rollup Owner](https://www.servicenow.com/docs/access?context=configure-sales-forecasting&family=australia&ft:locale=en-US) : Improve parallel forecasting across different product lines or business structures by configuring Forecast Owner and Rollup Owner in the Forecast Model to define ownership and roll‑up responsibility. [Support for multiple configurable forecast models](https://www.servicenow.com/docs/access?context=configure-forecast-model&family=australia&ft:locale=en-US) : Define and manage forecasting rules beyond the default model by configuring up to ten forecast models to support different forecasting structures. [Multi-Period forecast rollups within a single Forecast Model](https://www.servicenow.com/docs/access?context=configure-forecast-model&family=australia&ft:locale=en-US) : Achieve better planning and strategy by configuring and managing forecasting for multiple time periods (weekly, monthly, quarterly) within a single forecast model for flexible data reporting. [Product Family based forecasting](https://www.servicenow.com/docs/access?context=using-sales-forecasting&family=australia&ft:locale=en-US) : Enable forecast owners to configure forecasting with product family as a secondary hierarchy with the primary hierarchy as territory or sales team. This feature enables forecast managers to submit forecasts for the product families they own and provides real-time rollups by product family and the primary hierarchy. [Enable forecasting at base forecast source](https://www.servicenow.com/docs/access?context=using-sales-forecasting&family=australia&ft:locale=en-US) : Provide forecast owners and managers with visibility into the opportunities and line items contributing to each forecast number, directly from the dashboard. Support forecast creation, submissions, and adjustments at the individual record level, such as opportunity and opportunity lines. [Resubmit forecast submissions](https://www.servicenow.com/docs/access?context=reopening-and-resubmitting-a-forecast&family=australia&ft:locale=en-US) : Enable users to reopen and modify completed forecast submissions in the current submission window. After making adjustments to the forecast values, users can resubmit a forecast. Admins can enable or disable resubmission for each forecast model. [Customize the forecast dashboard view](https://www.servicenow.com/docs/access?context=using-sales-forecasting&family=australia&ft:locale=en-US) : Enable forecast viewers to customize their dashboard view by selecting which columns to display and saving their preferences for future sessions. The grid automatically adjusts column widths to distinguish forecast categories. Users can choose different sets of columns for different forecast models. | [ ] ## Changes Between your current release family and Australia, some changes were made to existing Sales Forecasting features. {#dfrn3-salesforecasting-summary__entry__18} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Removed Between your current release family and Australia, some Sales Forecasting features or functionality were removed. {#dfrn3-salesforecasting-summary__entry__26} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Deprecations Between your current release family and Australia, some Sales Forecasting features or functionality were deprecated. {#dfrn3-salesforecasting-summary__entry__34} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Activation information Review information on how to activate Sales Forecasting. {#dfrn3-salesforecasting-summary__entry__42} | Release | Release notes | |-|-| | Yokohama | Activation information : Install Sales Forecasting by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=yokohama&ft:locale=en-US). Important: Sales Forecasting is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | | Zurich | Activation information : Install Sales Forecasting by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=zurich&ft:locale=en-US). Important: Sales Forecasting is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | | Australia | Activation information : Install Sales Forecasting by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) website to view all the available apps and for information about submitting requests to the store. Important: Sales Forecasting is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | [ ] ## Additional requirements If any additional requirements were introduced or changed for Sales Forecasting we have noted them here. {#dfrn3-salesforecasting-summary__entry__50} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Browser requirements If any specific browser requirements were introduced or changed for Sales Forecasting we have noted them here. {#dfrn3-salesforecasting-summary__entry__58} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Accessibility information Review details on accessibility information for Sales Forecasting, such as specific requirements or compliance levels. {#dfrn3-salesforecasting-summary__entry__66} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | Accessibility information : Dark Theme : The new Coral theme includes a dark theme option for web and mobile experiences. This option is commonly used to alleviate eye strain and improve readability. | | Australia | No updates for this release. | [ ] ## Localization information If there are specific localization considerations for Sales Forecasting we have noted them here. {#dfrn3-salesforecasting-summary__entry__74} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Highlight information If there are specific highlight considerations for Sales Forecasting we have noted them here. {#dfrn3-salesforecasting-summary__entry__82} | Release | Release notes | |-|-| | Yokohama | * Project future sales and revenue with intuitive forecasting by sales representatives. * Access the Sales Forecast dashboard at all levels of the sales hierarchy. * Set and manage sales quotas for individual representatives and sales teams. * Track sales quota targets and their progress for individuals and sales teams across the hierarchy. See [Sales Forecasting](https://www.servicenow.com/docs/access?context=sales-forecasting&family=yokohama&ft:locale=en-US) for more information. | | Zurich | * Confirm and finalize forecast values for a specific time period and category. * Modify and adjust forecast items. * Create and assign sales territories for improved sales planning and tracking. See [Sales Forecasting](https://www.servicenow.com/docs/access?context=sales-forecasting&family=zurich&ft:locale=en-US) for more information. | | Australia | * Recalculate the forecasts on the Sales Forecast dashboard on demand. * Define individual forecast owners and rollup owners based on their unique forecasting hierarchies. * Enable multiple forecast models to define and manage forecasting rules. * Support multiple rollup periods (weekly, monthly, quarterly) simultaneously. * Support for submitting forecasts by primary and secondary hierarchies. * Enable forecast owners to submit and adjust forecasts at base forecast source. See [Sales Forecasting](https://www.servicenow.com/docs/access?context=sales-forecasting&family=australia&ft:locale=en-US) for more information. | [ ]