---
sourceDocument: Australia Sales and Order Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/order-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Sales and Order 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}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

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.

## Vorbereitungen

Role required: admin

## Warum und wann dieser Vorgang ausgeführt wird

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

## Prozedur

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.