Combined Sales Forecasting release notes for upgrades 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.


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.


Release	Release notes
Yokohama	View the Sales Forecasting dashboard 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 Categorize the opportunities in the system based on the probability of closing the sales deal. Set up sales team hierarchy 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 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 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 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 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 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 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 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 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 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 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 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.

Changes

Between your current release family and Australia, some changes were made to existing Sales Forecasting features.


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.


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.


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.


Release	Release notes
Yokohama	Install Sales Forecasting by requesting it from the ServiceNow Store. Visit the ServiceNow Store 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.
Zurich	Install Sales Forecasting by requesting it from the ServiceNow Store. Visit the ServiceNow Store 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.
Australia	Install Sales Forecasting by requesting it from the ServiceNow Store. Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store.

Additional requirements

If any additional requirements were introduced or changed for Sales Forecasting we have noted them here.


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.


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.


Release	Release notes
Yokohama	No updates for this release.
Zurich	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.


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.


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 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 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 for more information.