--- sourceDocument: zurich Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/delta-xanadu-zurich Release : - zurich ft:locale : - en-US ft:publication_title : - zurich Combined Product Files ft:clusterId : - delta3zx bundleId : - delta3zx --- # Combined Sales Forecasting release notes for upgrades from Xanadu to Zurich # Combined Sales Forecasting release notes for upgrades from Xanadu to Zurich {#ariaid-title1} Release version: Zurich Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 5 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Combined Sales Forecasting release notes for upgrades from Xanadu to Zurich This consolidated release notes document guides ServiceNow customers through the upgrades of Sales Forecasting from the Xanadu release family to Zurich. It highlights new features, changes, activation instructions, and other relevant information across the release families, helping customers prepare and execute their upgrade smoothly while understanding enhancements introduced. Show full answer Show less ## Key Features * **Yokohama Release Enhancements:** * **Sales Forecasting Dashboard:** Provides visibility into sales teams' pipeline stages and opportunity amounts over selected periods. * **Opportunity Categorization:** Allows classification of sales opportunities based on the probability of closing. * **Sales Team Hierarchy Setup:** Enables configuration of sales teams with assigned managers to calculate forecasts by group or team. * **Sales Quota Management:** Facilitates assigning and tracking quota targets and gaps for sales reps and managers. * **Forecast Schedule:** Automates forecast data generation via scheduled jobs that pull opportunity data regularly. * **Zurich Release Enhancements:** * **Forecast Adjustments:** Sales agents and managers can modify system-generated forecast values for improved accuracy. * **Final Forecast Submission:** Allows finalizing and submitting forecasts during defined periods, locking values for reporting. * **Sales Territory Hierarchy Setup:** Supports defining sales territories and assigning agents to territories to enhance forecasting and tracking in territory-based sales models. * **Accessibility:** Introduction of a dark theme option in the Coral UI theme improves readability and reduces eye strain across web and mobile interfaces. ## Upgrade and Activation Guidance There are no removals, deprecations, or changes impacting existing features between Xanadu and Zurich releases. Customers should review and complete any pre- and post-upgrade tasks specific to their environment. Sales Forecasting must be installed or requested from the ServiceNow Store for both Yokohama and Zurich releases. The store provides the latest app versions and cumulative release notes history. ## Additional Information * No additional browser requirements or localization considerations were introduced. * Consistent activation and installation processes apply across the releases. * Customers can find detailed information and best practices within the Sales Forecasting product documentation for each release. ## Practical Impact for ServiceNow Customers Upgrading from Xanadu to Zurich brings enhanced flexibility and accuracy in sales forecasting with capabilities like forecast adjustments and final submissions. The addition of sales territory hierarchies supports organizations with complex sales structures. Automation of forecasts and quota management streamlines sales planning and performance tracking. The dark theme option improves usability for end users. Overall, these enhancements enable more precise and manageable sales forecasting processes aligned with evolving business needs. Consolidated page of all release notes for Sales Forecasting from Xanadu 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 Xanadu 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. {#dfrn3-salesforecasting-summary__entry__2} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | 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. {#dfrn3-salesforecasting-summary__entry__10} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | [View the Sales Forecasting dashboard](https://www.servicenow.com/docs/access?context=using-sales-forecasting&family=yokohama&ft:locale=en-US) : 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](https://www.servicenow.com/docs/access?context=configure-forecast-categories&family=yokohama&ft:locale=en-US) : Categorize the opportunities in the system based on the probability of closing the sales deal. [Set up sales team hierarchy](https://www.servicenow.com/docs/access?context=setup-sales-group&family=yokohama&ft:locale=en-US) : 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](https://www.servicenow.com/docs/access?context=setup-sales-quota&family=yokohama&ft:locale=en-US) : 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](https://www.servicenow.com/docs/access?context=setup-forecast-schedule&family=yokohama&ft:locale=en-US) : 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](https://www.servicenow.com/docs/access?context=using-sales-forecasting&family=zurich&ft:locale=en-US) : 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](https://www.servicenow.com/docs/access?context=using-sales-forecasting&family=zurich&ft:locale=en-US) : 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](https://www.servicenow.com/docs/access?context=sales-forecasting-terminology&family=zurich&ft:locale=en-US) : 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. {#dfrn3-salesforecasting-summary__entry__18} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | 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. {#dfrn3-salesforecasting-summary__entry__26} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | 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. {#dfrn3-salesforecasting-summary__entry__34} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Activation information Review information on how to activate Sales Forecasting. {#dfrn3-salesforecasting-summary__entry__42} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | Activation information : Install Sales Forecasting by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) 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](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=yokohama&ft:locale=en-US). Important: Sales Forecasting is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | | Zurich | Activation information : Install Sales Forecasting by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) 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](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=zurich&ft:locale=en-US). Important: Sales Forecasting is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | [ ] ## Additional requirements If any additional requirements were introduced or changed for Sales Forecasting we have noted them here. {#dfrn3-salesforecasting-summary__entry__50} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | 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. {#dfrn3-salesforecasting-summary__entry__58} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | 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. {#dfrn3-salesforecasting-summary__entry__66} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | Accessibility information : 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. {#dfrn3-salesforecasting-summary__entry__74} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | 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. {#dfrn3-salesforecasting-summary__entry__82} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | 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](https://www.servicenow.com/docs/access?context=sales-forecasting&family=yokohama&ft:locale=en-US) 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](https://www.servicenow.com/docs/access?context=sales-forecasting&family=zurich&ft:locale=en-US) for more information. | [ ]