Combined Sales Forecasting release notes for upgrades from Zurich to Australia

australia Combined Product Files

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australia Combined Product Files

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Combined Sales Forecasting release notes for upgrades from Zurich to Australia

Release version: Australia

Updated August 11, 2026

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

This consolidated guide assists ServiceNow customers in preparing for the Sales Forecasting upgrade from the Zurich release family to the Australia release family. It highlights new features, important upgrade tasks, and key enhancements introduced between these releases to improve sales forecast accuracy, flexibility, and management efficiency.

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New Features

Forecast Adjustments and Submission (Zurich): Sales agents can modify individual forecast values, while managers can adjust team forecasts. Final forecasts can be submitted within defined periods, locking finalized data for roll-up views.
Sales Territory Hierarchy Setup (Zurich): Organizations can define sales territories by region to assign agents accordingly, enhancing accuracy and tracking in territory-based sales structures.
Real-Time Forecast Rollup Updates (Australia): Enables on-demand recalculation of forecast hierarchies to reduce latency and improve pipeline accuracy without waiting for scheduled jobs.
Configurable Forecast and Rollup Owners (Australia): Allows defining ownership and roll-up responsibility tailored to complex business structures or multiple product lines.
Support for Multiple Forecast Models (Australia): Up to ten configurable forecast models can be managed simultaneously to accommodate diverse forecasting rules and structures.
Multi-Period Forecast Rollups (Australia): Supports weekly, monthly, and quarterly forecast periods within a single model for enhanced planning and reporting flexibility.
Product Family-Based Forecasting (Australia): Enables forecasting by product family as a secondary hierarchy, integrated with primary hierarchies such as territory or sales team.
Forecasting at Base Source Level (Australia): Provides visibility and adjustment capabilities for forecasts directly at opportunity and opportunity line item levels from dashboards.
Resubmission of Forecasts (Australia): Users can reopen and modify finalized forecasts within submission windows, with admin control over enabling this feature per forecast model.
Customizable Forecast Dashboard View (Australia): Forecast viewers can personalize dashboard columns and save preferences per forecast model, improving user experience and data clarity.

Changes, Removals, and Deprecations

No updates, removals, or deprecations were reported for Sales Forecasting features between Zurich and Australia releases.

Activation and Installation

Sales Forecasting is installed by requesting the app from the ServiceNow Store for both Zurich and Australia releases. Customers should visit the ServiceNow Store for app availability and submission instructions.

Additional Information

Browser and Localization Requirements: No specific changes or updates were noted for browser compatibility or localization.
Accessibility: The Zurich release introduced a Coral theme with a dark mode option to enhance readability and reduce eye strain. No additional accessibility updates were noted in Australia.

Key Outcomes for ServiceNow Customers

Improved flexibility in forecast management with adjustment, resubmission, and multiple model support.
Enhanced accuracy through real-time rollups and hierarchical forecasting by territories and product families.
Better visibility into forecast components at the opportunity level for granular control.
Customizable user interfaces to tailor forecast dashboards to individual roles and needs.
Simplified upgrade preparation with consolidated release notes covering all relevant updates.

Consolidated page of all release notes for Sales Forecasting from Zurich 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 Zurich 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
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
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. Resubmit forecast submissions Enable users to reopen and modify completed forecast submissions in the current submission window. After making adjustments to the forecast values, users can resubmit a forecast. Admins can enable or disable resubmission for each forecast model. Customize the forecast dashboard view Enable forecast viewers to customize their dashboard view by selecting which columns to display and saving their preferences for future sessions. The grid automatically adjusts column widths to distinguish forecast categories. Users can choose different sets of columns for different forecast models.

Changes

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


Release	Release notes
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
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
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
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
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
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
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
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
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.