Combined Sales Forecasting release notes for upgrades from Yokohama to Zurich

zurich Combined Product Files

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zurich Combined Product Files

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Combined Sales Forecasting release notes for upgrades from Yokohama to Zurich

Release version: Zurich

Updated August 11, 2026

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Summary of Combined Sales Forecasting Release Notes for Upgrades from Yokohama to Zurich

This document consolidates the release notes for ServiceNow Sales Forecasting upgrades from the Yokohama to Zurich releases. It provides ServiceNow customers with a comprehensive view of new features, changes, and upgrade considerations to help prepare and smoothly transition their Sales Forecasting application.

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The release notes confirm that there were no updates, removals, or deprecations specifically in the Yokohama or Zurich releases, but important new features and enhancements were introduced between these versions.

Key Features

Sales Forecasting Dashboard (Yokohama): Visualize sales pipeline opportunities by stage, time period, and team, based on sales representatives’ insights.
Opportunity Categorization (Yokohama): Classify sales opportunities by probability of closing to improve forecast accuracy.
Sales Team Hierarchy Setup (Yokohama): Configure sales teams with assigned managers to generate forecasts at different organizational levels.
Sales Quota Management (Yokohama): Assign quota targets to sales reps and managers, track progress with Quota and Gap columns.
Forecast Scheduling (Yokohama): Automate forecast data creation and updates on recurring schedules by fetching all system opportunities.
Forecast Adjustments (Zurich): Allow sales agents and managers to modify forecast values for more flexible and accurate sales projections.
Final Forecast Submission (Zurich): Enable finalization and submission of forecasts within defined periods, locking values for roll-up reporting.
Sales Territory Hierarchy (Zurich): Establish regional sales territories and assign agents to enhance forecasting accuracy and sales tracking.
Dark Theme Support (Zurich): Introduce a Coral dark theme option for web and mobile interfaces to reduce eye strain and improve readability.

Upgrade Considerations

Before upgrading to Zurich, customers should review and complete any pre- and post-upgrade tasks as outlined in the release notes. Activation of Sales Forecasting requires requesting the app from the ServiceNow Store for both Yokohama and Zurich.

Additional Information

No changes to browser requirements or accessibility compliance were reported between these releases, except for the addition of the Coral dark theme in Zurich.
No localization updates or additional technical requirements were introduced.

Practical Benefits for ServiceNow Customers

Gain enhanced control over sales forecasts with the ability to adjust and finalize forecast data, improving forecast accuracy and reliability.
Better organize sales teams and territories to reflect organizational structures and regional focus, enabling more precise sales planning.
Utilize automated scheduling of forecast generation to maintain up-to-date sales projections without manual intervention.
Improve user experience with the new dark theme option, supporting accessibility and reducing eye fatigue for sales teams using the platform.

Consolidated page of all release notes for Sales Forecasting from Yokohama to Zurich.

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 Zurich.

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 Zurich

Before you upgrade to Zurich, 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.

New features

Between your current release family and Zurich, 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.

Changes

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


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

Removed

Between your current release family and Zurich, some Sales Forecasting features or functionality were removed.


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

Deprecations

Between your current release family and Zurich, some Sales Forecasting features or functionality were deprecated.


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

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.

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.

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.

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.

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.