---
sourceDocument: Australia Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Customizing Sales Forecast dashboard

# Customizing Sales Forecast dashboard {#ariaid-title1}

Release version: Australia  
Updated July 21, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Customize the columns that are displayed on your Sales Forecast dashboard and set your preferred column order to match your workflow.

## Before you begin

Role required: sn_sales_forecast.forecast_viewer

## Procedure

1. Navigate to WorkspacesCSM/FSM Configurable Workspace.
2. Select the List icon .
3. Select the Sales Forecast view.
4. Select the Customize your list icon ![]() on the dashboard toolbar.  
   The Customize your list dialog box opens. The dialog box has two sections. Top-level section includes column names, such as Quota, Won, Gap, Commit, Strong Upside, Upside, and Pipeline. The bottom section contains sub-columns that apply within every forecast category, such as Final Forecast, Hierarchy Forecast, Base Forecast, and Last Submitted Forecast. Figure 1. Customize your list dialog box
5. In the top section, under Available columns, select the option for each column that you want to display and clear the check box for any column that you want to hide.
6. Under Selected columns, drag and drop the columns to set the order in which they appear on the dashboard.
7. In the bottom section, select the sub-column options that you want to display within every forecast category.  
   A sub-column that you select is added under every adjustable forecast category on the dashboard. Clearing a sub-column removes it from all the adjustable categories. Final Forecast and Hierarchy Forecast are selected by default. Final Forecast cannot be cleared.
8. Drag and drop the selected sub-columns to set the order in which they appear within each category.
9. **Optional:** To reset all selections and display the default dashboard view, select Restore to Defaults.
10. Select Apply to save your changes.  
    The dashboard displays your selected columns in the order that you set and saves it for your forecast model.
**Related concepts**   

* [Using Sales Forecasting](https://www.servicenow.com/docs/rVjDbfjWj21HxQajBWaTBA "Sales Forecasting uses the current opportunities in the system to predict future opportunity amounts.​ The Opportunity Management application contains the list of opportunities created for the customers and each of these opportunities are in different stages of the sales cycles.")
* [Configure Sales Forecasting](https://www.servicenow.com/docs/U9CULp~XGP85wEC7DeLRFA "Use the Sales Forecasting application to project your future sales volumes and revenue based data from opportunities and pipeline analysis.")
* [Sales Forecasting terminology](https://www.servicenow.com/docs/tByiwjM3KB3y6vmalh1ibg "Use the following list of terms to gain an understanding of Sales Forecasting concepts, components, and configuration.")

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