---
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 Sales Forecasting

# Configure Sales Forecasting {#ariaid-title1}

Release version: Yokohama  
Updated March 31, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Use the Sales Forecasting application to project your future sales volumes and revenue based data from opportunities and pipeline analysis.

## Activate Sales Forecasting {#configure-sales-forecasting__section_zhg_bpv_v2c}

As an admin, you can activate the following plugins to enable users to access Sales Forecasting. For more information, see [Activate a plugin](https://www.servicenow.com/docs/access?context=t_ActivateAPlugin&version=yokohama&pubname=yokohama-platform-administration&ft:locale=en-US).
{#configure-sales-forecasting__table_o13_hpv_v2c__entry__3}

| Plugin | Description | Dependency |
|-|-|-|
| com.snc_sales_forecasting | Project your future sales volumes and revenue based on data from opportunities and pipeline analysis. | * com.snc_app-l2c-core * com.snc_app-prd-pm * com.snc_app_l2c_oppty_mgmt * com.snc_app-tmt-core {#configure-sales-forecasting__ul_yqn_npv_v2c} |
| com.sn_sales_quota_application | Assign the quota targets to the sales reps in the sales team hierarchy. | com.snc_app_l2c_oppty_mgmt |
[Table 1. Sales Forecasting plugins]

{#configure-sales-forecasting__table_o13_hpv_v2c}

You need the Sales Quota Application plugin to assign the quota targets to each team and sales agent. You can view and track the targets achieved for each agent and team on the sales forecasting dashboard and the gap remaining to
achieving the target.
{#configure-sales-forecasting__table_j2b_kqv_v2c__entry__3}

| Role | ID | Functions |
|-|-|-|
| Forecast Administrator | sn_sales_forecast.forecast_admin | * Setup group hierarchy and sales teams with the managers and sales agents' information for the organization. * Set up Sales forecasting settings and be able to initiate calculate forecasts. * Create/edit/view forecast category choices and forecast model details. {#configure-sales-forecasting__ul_mzw_crv_v2c} |
| Forecast Contributor  | sn_sales_forecast.forecast_contributor | View forecast item entries for the owner and the people under their hierarchy only. |
| Forecast Analyst | sn_sales_forecast.forecast_analyst | View all forecasts item entries, forecast category, forecast model and associated opportunities. |
| Sales Quota Admin | sn_quota_core.quota_admin | Create/import/edit/delete quota for different sales teams and individuals. |
| Sales Quota Manager | sn_quota_core.quota_manager | Edit the sales quota for the groups. |
| Sales Quota Owner | sn_quota_core.quota_owner | View the Sales quota assigned to the owner. |
[Table 2. Roles in Sales Forecasting]

{#configure-sales-forecasting__table_j2b_kqv_v2c}