Combined Sales Forecasting release notes for upgrades from Zurich to Australia

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.

<table class=“custom-rows”><thead><tr><th class=“filter”>

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Zurich

</td><td>

No updates for this release.

</td></tr><tr><td>

Australia

</td><td>

No updates for this release.

</td></tr></tbody> </table>## New features

Between your current release family and Australia, new features were introduced for Sales Forecasting.

<table class=“custom-rows”><thead><tr><th class=“filter”>

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Zurich

</td><td>

• 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.

</td></tr><tr><td>

Australia

</td><td>

• 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.

</td></tr></tbody> </table>## Changes

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

<table class=“custom-rows”><thead><tr><th class=“filter”>

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Zurich

</td><td>

No updates for this release.

</td></tr><tr><td>

Australia

</td><td>

No updates for this release.

</td></tr></tbody> </table>## Removed

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

<table class=“custom-rows”><thead><tr><th class=“filter”>

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Zurich

</td><td>

No updates for this release.

</td></tr><tr><td>

Australia

</td><td>

No updates for this release.

</td></tr></tbody> </table>## Deprecations

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

<table class=“custom-rows”><thead><tr><th class=“filter”>

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Zurich

</td><td>

No updates for this release.

</td></tr><tr><td>

Australia

</td><td>

No updates for this release.

</td></tr></tbody> </table>## Activation information

Review information on how to activate Sales Forecasting.

<table class=“custom-rows”><thead><tr><th class=“filter”>

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Zurich

</td><td>

• Activation information

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.

Important: Sales Forecasting is available in the ServiceNow Store. For details, see the “Activation information” section of these release notes.

</td></tr><tr><td>

Australia

</td><td>

• Activation information

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.

Important: Sales Forecasting is available in the ServiceNow Store. For details, see the “Activation information” section of these release notes.

</td></tr></tbody> </table>## Additional requirements

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

<table class=“custom-rows”><thead><tr><th class=“filter”>

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Zurich

</td><td>

No updates for this release.

</td></tr><tr><td>

Australia

</td><td>

No updates for this release.

</td></tr></tbody> </table>## Browser requirements

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

<table class=“custom-rows”><thead><tr><th class=“filter”>

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Zurich

</td><td>

No updates for this release.

</td></tr><tr><td>

Australia

</td><td>

No updates for this release.

</td></tr></tbody> </table>## Accessibility information

Review details on accessibility information for Sales Forecasting, such as specific requirements or compliance levels.

<table class=“custom-rows”><thead><tr><th class=“filter”>

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Zurich

</td><td>

• 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.

</td></tr><tr><td>

Australia

</td><td>

No updates for this release.

</td></tr></tbody> </table>## Localization information

If there are specific localization considerations for Sales Forecasting we have noted them here.

<table class=“custom-rows”><thead><tr><th class=“filter”>

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Zurich

</td><td>

No updates for this release.

</td></tr><tr><td>

Australia

</td><td>

No updates for this release.

</td></tr></tbody> </table>## Highlight information

If there are specific highlight considerations for Sales Forecasting we have noted them here.

<table class=“custom-rows”><thead><tr><th class=“filter”>

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Zurich

</td><td>

• 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.

</td></tr><tr><td>

Australia

</td><td>

• 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.

</td></tr></tbody> </table>Parent Topic:Products combined by family