--- sourceDocument: australia Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/australia/delta-zurich-australia Release : - australia ft:locale : - en-US ft:publication_title : - australia Combined Product Files ft:clusterId : - delta3az bundleId : - delta3az --- # Combined Sales Forecasting release notes for upgrades from Zurich to Australia # Combined Sales Forecasting release notes for upgrades from Zurich to Australia {#ariaid-title1} Release version: Australia Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 5 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 Zurich to Australia This consolidated guide provides essential information for ServiceNow customers upgrading Sales Forecasting from the Zurich release family to Australia. It outlines new features introduced, activation details, and important pre- and post-upgrade tasks to ensure a smooth transition and enhanced forecasting capabilities. Show full answer Show less ## New Features * **Zurich Release Enhancements:** * **Modify Forecast Adjustments:** Sales agents and managers can adjust system-generated forecasts to improve accuracy. * **Submit Final Forecast:** Finalize and lock forecasts within defined submission periods, ensuring reliable sales projections. * **Sales Territory Hierarchy Setup:** Define territories for better assignment, tracking, and forecasting accuracy in territory-based sales structures. * **Australia Release Innovations:** * **Real-Time Forecast Rollup Updates:** On-demand recalculation of forecasts reduces latency and supports faster decision-making. * **Configurable Forecast and Rollup Owners:** Define distinct ownership roles to manage parallel forecasting across products or business units. * **Multiple Configurable Forecast Models:** Manage up to ten forecast models simultaneously, supporting diverse forecasting structures. * **Multi-Period Forecast Rollups:** Handle weekly, monthly, and quarterly forecasts within a single model for enhanced planning. * **Product Family-Based Forecasting:** Add product family as a secondary hierarchy alongside territory or sales team for detailed forecast submissions and rollups. * **Forecasting at Base Source Level:** Access and adjust forecasts directly at opportunity or opportunity line item levels via dashboards. * **Resubmission of Forecasts:** Users can reopen and modify forecasts within submission windows; admins control this feature per model. * **Customizable Forecast Dashboard Views:** Forecast viewers can personalize dashboard columns and save preferences across sessions and models. ## Changes, Removals, and Deprecations No changes, removals, or deprecations in Sales Forecasting features were introduced between Zurich and Australia releases. ## Activation and Installation Sales Forecasting must be installed via request from the ServiceNow Store for both Zurich and Australia releases. Customers should visit the ServiceNow Store to submit installation requests and access cumulative release notes. ## Additional and Browser Requirements There are no new or changed additional requirements or browser specifications for Sales Forecasting in either release. ## Accessibility and Localization * Zurich introduced a Dark Theme option within the Coral theme to improve readability and reduce eye strain. * No further accessibility or localization updates were made in Australia. ## Key Outcomes for ServiceNow Customers * Enhanced flexibility and precision in sales forecasting through real-time updates and multiple configurable models. * Improved forecasting governance by defining clear ownership roles and supporting complex sales structures via hierarchies. * Greater control over forecast submission with features like resubmission and base-level adjustments for more granular forecasting. * Customizable dashboards facilitate user-specific views, improving usability and insight into forecast data. * Overall, these enhancements enable more accurate, timely, and actionable sales forecasts to support strategic business decisions. Consolidated page of all release notes for Sales Forecasting from Zurich 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 Zurich 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 | |-|-| | 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__8} | Release | Release notes | |-|-| | 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__14} | Release | Release notes | |-|-| | 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__20} | Release | Release notes | |-|-| | 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__26} | Release | Release notes | |-|-| | 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__32} | Release | 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__38} | Release | Release notes | |-|-| | 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__44} | Release | Release notes | |-|-| | 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__50} | Release | Release notes | |-|-| | 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__56} | Release | Release notes | |-|-| | 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__62} | Release | Release notes | |-|-| | 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. | [ ]