---
sourceDocument: Brazil Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/order-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Set up a sales team for forecast hierarchy

# Set up a sales team for forecast hierarchy {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
The system administrator can create groups, sales teams, associating them with specific managers. The sales hierarchy determines how the forecast rolls up within your company and how it can be viewed.

## Before you begin

Role required: admin

## About this task

Once the users, teams, category, and opportunity data are added, you can view the sales forecast for any group or specific sales team on the Sales Forecast dashboard.

## Procedure

1. Navigate to AllSystem SecurityGroups.
2. Select New.  
3. On the form, fill in the fields.  
   {#setup-sales-group__table_vsh_xkq_w2c__entry__2}

   | Field | Description |
   |-|-|
   | Name | Name of the team that will be visible on the Sales Forecast dashboard. |
   | Group email | Email ID of the team. |
   | Manager | Name of the manager of the group. |
   | Parent | Parent group of the team for which you want to forecast. |
   | Description | Short description about the team and its sales activities. |
   | Type | Select Sales Team only. |
   [ ]

   {#setup-sales-group__table_vsh_xkq_w2c}
4. Select Submit.  
   The new team is created and added on the Groups page.
**Related concepts**   

* [Using Sales Forecasting](https://www.servicenow.com/docs/LAY__wuBSjebQQSxem180A "Sales Forecasting uses the current opportunities in the system to predict future opportunity amounts.​ The Opportunity Management application contains the list of opportunities created for the customers and each of these opportunities are in different stages of the sales cycles.")
* [Sales Forecasting](https://www.servicenow.com/docs/hkljrATRbu1g2BTQY7JQkA "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.")

*[\>]: and then