Opportunity Management Application release notes
Summarize
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 Opportunity Management Application release notes
The Opportunity Management Application on the ServiceNow Store provides tools to create, track, and manage sales opportunities throughout the customer journey. It captures customer details, requirements, product interests, and sales interactions, enabling sales teams to improve collaboration, forecasting, and revenue tracking.
Show less
Key Features
- Sales Pipeline and Task Management: A dedicated landing page for sales reps consolidates pipeline health, priority deals, and key tasks for easy access without navigating multiple modules (Version 11.0.0).
- Opportunity Interaction Tracking: Create touchpoints and schedule meetings directly from opportunity records to maintain a comprehensive customer interaction history (Version 11.0.0).
- Revenue Allocation: Allocate opportunity revenue among multiple contributors to ensure accurate incentive distribution and transparent sales contribution reporting (Version 10.0.1).
- Deal Type Recording: Record direct or indirect deal types to align opportunities with routes to market (Version 10.0.1).
- Win/Loss Analysis and Competitor Tracking: Capture reasons for opportunity outcomes, associate competitors with products, and analyze competitor trends (Version 9.0.0).
- Customer Engagement Visibility: View complete touchpoint timelines on opportunity tasks to provide context and improve team collaboration (Version 9.0.0).
- Opportunity Team Collaboration: Engage multiple team members with defined roles on an opportunity to facilitate structured collaboration (Version 8.0.0).
- Pricing Enhancements: Support for delta pricing during contract upsells/downsells and resolution of currency display issues (Versions 8.0.0 and 8.0.2).
- Product Configuration: Customize bundled and complex products within opportunities (Version 6.0.0).
- Sales Forecasting: Enable sales teams to forecast based on opportunities and analyze conversion trends (Version 6.0.0).
- Pipeline Inspection: View auto-calculated opportunity amount rollup per stage in Kanban View to better manage sales pipelines (Version 5.0.0).
- Subscription Revenue Metrics: Access ARR, MRR, ACV, TCV, and other key revenue metrics for better pipeline inspection and revenue reporting (Version 4.0.0).
- Quote Synchronization: Keep opportunity revenue updated with quote revisions for accurate revenue reporting (Version 4.0.0).
- Location-Based Opportunities: Filter product catalogs and capture opportunities based on customer service locations (Version 4.0.0).
- Multi-Select Quote Creation: Create multiple quotes for selected opportunity line items to streamline sales processes (Version 3.0.0).
- Collaboration Tools: Integrate Microsoft Teams Sidebar chat within opportunities to facilitate real-time collaboration among sales agents and experts (Version 3.0.0).
- Pricing Requests: Enable pricing requests from opportunity records to retrieve accurate offering prices (Version 2.0.1).
Stability and Security
Multiple releases focus on improving stability, reliability, and security through fixes and minor enhancements (Versions 6.1.0, 10.0.7, 11.0.0, 11.1.0).
Practical Benefits for ServiceNow Customers
- Streamlined sales workflows with centralized access to pipeline health and customer interactions.
- Improved revenue accuracy through contributor allocations and quote synchronization.
- Enhanced collaboration by involving multiple team members and integrating communication tools.
- Better insights into sales performance via forecasting, subscription metrics, and competitor analysis.
- Flexibility to handle complex product configurations and location-specific opportunities.
These features collectively enable sales teams to manage opportunities more effectively, increase transparency, and drive predictable revenue outcomes within the ServiceNow platform.
Version history for the Opportunity Management Application on the ServiceNow Store.
Important:
For details on system requirements and family compatibility, view the application
listing on the ServiceNow Store
website.
Version history
- Version 11.0.0 - June 2026 (Zurich)
- New:
- A new landing page for sales rep that gives a dedicated starting point that surfaces pipeline health, priority deals, and key tasks — without navigating across multiple CRM modules.C
- Create touchpoints and schedule meetings directly from an opportunity record for a consolidated view of all customer interactions.
- Changed: This release includes fixes for known issues to improve stability and reliability. No new features or enhancements have been introduced.
- New:
- Version 11.1.0 - June 2026 (Australia)
- Changed: This release includes fixes for known issues to improve stability and reliability. No new features or enhancements have been introduced.
- Version 10.0.7 - May 2026
- Fixed: Minor enhancements and security fixes.
- Version 10.0.1 - April 2026
-
- This release includes:
- Allocate opportunity revenue among multiple contributors by utilizing Opportunity Allocations. This method allows for precise attribution of sales contributions, ensures accurate incentive distribution, and enhances forecast reporting for collaborative sales teams. It promotes transparency and fairness in recognizing and compensating all team members.
- Record Direct or Indirect deal types on customer entities to align opportunities with defined routes to market.
- This release includes:
- Version 9.0.0 - March 2026
- This release includes:
- Support to effectively capture the primary reasons for winning or losing a given opportunity.
- Associate competitors with opportunity products and record contributing factors to report and analyze competitor trends, product‑level competitive pressure, and opportunity outcome patterns. Additionally, track incumbent competitors and any new or emerging entrants in the market.
- Gain complete visibility into customer engagement by viewing a complete touchpoint timeline on Opportunity tasks so that teams have context at their fingertips.
- This release includes:
- Version 8.0.2 - January 2026
- Fixed: Resolved currency-related issues in Opportunity Pricing. Previously, the amount fields in opportunities displayed values in the default currency (USD) instead of reflecting the specific opportunity currency and the correct prices were not derived from the price list for the product offerings.
- Version 8.0.0 - December 2025
-
- This release includes:
- Opportunity associated contact
- Clearly identify multiple stakeholders from the account,ensuring clear identification of all stakeholders and their respective roles.
- Opportunity team member
- Engage multiple team members with an opportunity to enable a structured collaboration, and grant access based on their roles.
- Delta pricing for opportunity
- Enhancements for enabling calculation of delta amount on opportunity and its lines, during contract line upsells and downsells.
- This release includes:
- Version 6.1.0 - August 2025
- New changes in this release: Performance improvements along with minor product improvements and security fixes.
- Version 6.0.1 - July 2025
- As part of this release, we have provided support for new workspace bundle list page.
- Version 6.0.0 - May 2025
-
- New changes in this release:
- Support product configurator on Opportunity:
- This feature enables customers to customize bundled products and products with complex characteristics in the product catalogue.
- Post-upgrade task: Run scheduled job 'Revise existing opportunities on upgrade' to update existing opportunity lines that were created prior to the upgrade, to follow a parent-child hierarchy relationship.
- Support Sales forecasting on Opportunity
- This feature enables Sales team to forecast on Opportunities and gain sales insights on conversion trends.
- Support product configurator on Opportunity:
- New changes in this release:
- Version 5.0.0 - February 2025
- New Feature: Support pipeline inspection in the Opportunity Kanban View This feature enables customers to view the auto-calculated opportunity amount rollup for each opportunity stage in the Kanban View.
- Version 4.0.0 - November 2024
-
- New:
- Along with the existing features on opportunity, we have included the following features this time:
- Subscription revenue metrics: Enable sales agents and managers to access and view key calculated metrics such as ARR, MRR, ACV, TCV, Amount, and Weighted Amount. These metrics support more effective pipeline inspection, enhance revenue reporting, and provide a clearer understanding of recurring revenue dynamics.
- Sync quote to opportunity: Enable sales agents or managers to keep the opportunity revenue up-to-date with the quote through its various stages and revisions for accurate revenue reporting at any point in time.
- Location-based opportunity: Enable sales agents to filter the product catalog based on customer's service location & capture opportunities and opportunity line items across their different service locations.
- Along with the existing features on opportunity, we have included the following features this time:
- New:
- Version 3.0.0 - August 2024
-
- Changed:
- Along with the existing features on Opportunity, we have included the following features this time:
- Multi-select opportunity lines and create quotes for them: Allowing sales agents or managers to create multiple quotes for specific line items through the 'Create New Quote' UI action available in the line items related list.
- Sidebar chat integration with Teams on Opportunity: Facilitating collaboration among sales agents and subject matter experts within the context of an opportunity by integrating the Sidebar with Teams platform
capability in Opportunity Management
- Sidebar chat integration with Teams on Opportunity will require minimum platform version as Xanadu
- Along with the existing features on Opportunity, we have included the following features this time:
- Changed:
- Version 2.0.1 - May 2024
- Changed: Included pricing-related fields within Opportunity Header and Line items. Facilitated pricing requests from Opportunity to the pricing engine for retrieving prices of offerings listed in the price lists.
- Version 1.0.0 - February 2024
- Opportunity Management enables customers to create and track opportunities across the lifecycle of the customer journey. On an opportunity you can capture customer related details, customer requirements, products and services the customer is interested in, and interactions within the sales team or with external stakeholders.