---
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


---

# Submitting a forecast

# Submitting a forecast {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Sales agents and managers can finalize and submit forecasts in defined periods to ensure accurate projections. Agents can adjust forecast values, lock them, and submit the forecasts in the specified time frame.

## Before you begin

Role required: sn_sales_forecast.submission_writer

## Procedure

1. Navigate to WorkspacesCSM/FSM Configurable Workspace.
2. Select the List icon .
3. Navigate to My lists \> Sales Forecast \> My Forecast Submissions.
4. Select New.  
   The Create New Submitted Forecast page is displayed.
5. From the Forecast list, select the forecast record that you want to submit.
6. Check the values in the following fields that are automatically populated:  
   * Owner
   * Sales Team
   * Period
   * Currency
   * State
   {#submitting-a-forecast__ul_bg4_qnp_hhc}
7. From the Submission Window list, select the time period for which you want to submit the forecast.
8. Select Save.  
   The Submission Entry page for that forecast is displayed.
9. Select Submit Forecast to submit your forecast.  
   The forecast has been submitted and the state changes to Completed. The forecast values have been locked and cannot be changed. If your forecast model allows resubmission, you can reopen the submitted forecast and modify values within the current submission window. For more info, see [Configure Forecast Model](https://www.servicenow.com/docs/TvYZiG7qOfIn6HiAfTw61g "The forecast model is a framework used to predict future sales based on historical data, current sales activities, and other relevant factors.").
**Related concepts**   

* [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](https://www.servicenow.com/docs/B7CZBPBVw_tNy1ksBh6gkQ "Project your future sales and revenue based on data from opportunities, historical performance, and pipeline analysis using Sales Forecasting. With this application, sales managers can allocate resources effectively, receive constructive feedback, and forecast sales with precision to make informed decisions.")

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