---
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


---

# Set up a sales team for forecast hierarchy

# Set up a sales team for forecast hierarchy {#ariaid-title1}

Release version: Yokohama  
Updated April 2, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
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.

## Before you begin

Role required: admin

## About this task

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.

## Procedure

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.

*[\>]: and then