---
sourceDocument: Yokohama Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/order-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Configure Forecast Categories

# Configure Forecast Categories {#ariaid-title1}

Release version: Yokohama  
Updated April 2, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Configure the forecast categories in CSM configurable workspace.

## Before you begin

For current opportunities in the system, the default value of the field Forecast Category is Pipeline. Every sales agent working on that opportunity, updates this field once the sales process starts. When the agents update
the category, the dashboard reflects more accurate analysis and sales forecast prediction. These categories classify the sales based on the level of certainty regarding their closure. By default, six forecast categories are
available. For more info, refer Forecast terminologies topic.

Role required: admin

## Procedure

1. Navigate to AllSales ForecastForecast Categories.
2. Select  **New**.
3. On the form, fill in the fields:  
   {#configure-forecast-categories__table_osb_bmr_w2c__entry__2}

   | Fields | Description |
   |-|-|
   | Name | Name of the forecast category that you want to create. |
   | Description | Short description of the category. |
   | Active | Select the Active check box to activate the forecast category. |
   | Order | Select the order number in the current category cycle. |
   | Type | From the list, select the type of category this new forecast category belongs to. |
   [ ]

   {#configure-forecast-categories__table_osb_bmr_w2c}
4. Select Submit.  
   The new category is created.

## Result

If required, users can either delete or make a forecast category inactive. When a category becomes inactive, the forecast items in that category will be deleted automatically.

*[\>]: and then