---
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


---

# View allocations

# View allocations for an opportunity {#ariaid-title1}

Release version: Australia  
Updated May 21, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
View allocation details and distributed amounts for an opportunity.

## Before you begin

Role required: sn_opty_mgmt_core.opportunity_allocation_viewer

At least one allocation type must be active. If none are configured, contact your system administrator.

## Procedure

1. In the CSM Configurable Workspace, select the List view.
2. Navigate to OpportunityAll and select the opportunity you want to view.
3. Select the Allocations tab to view all the allocations for this opportunity.  
   The number in brackets displays the total count of active allocations. Each allocation group appears separately with its own set of rows for easy identification:
   * Revenue: Distributes the total opportunity amount across eligible participants for ownership, forecasting, and credit.
   * Overlay: Distributes product or line-level opportunity value for shared credit and forecasting.

   {#view-allocations__ul_d4d_tvt_s3c}  
   Note:  
   You can customize active allocation types as needed.

   When no allocations are associated with this opportunity, the list appears empty.
{#view-allocations__steps_wnq_vgg_53c}

## Result

The allocations for the opportunity are displayed in a read-only list and grouped by allocation type.
**Related concepts**   

* [Configuring Opportunity Management](https://www.servicenow.com/docs/jPfUUK9UnBg8EPVmxlXzVg "Install the Opportunity Management application, which enables sales agents and account executives to get pre-sales product recommendations based on customer needs. You then assign the user roles and configure related features, such as needs analysis, used in Opportunity Management.")
* [Opportunity Management](https://www.servicenow.com/docs/3CKu_fWwRYC8ZxOAnU~6xw "The ServiceNow Opportunity Management application enables your sales agents and account executives to analyze customer needs and generate product recommendations for potential customers.")

*[\>]: and then