---
sourceDocument: Yokohama Release Notes
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/release-notes

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Release Notes

ft:clusterId :

    - rn

bundleId :

    - rn


---

# Sales Forecasting release notes

# Sales Forecasting release notes {#ariaid-title1}

Release version: Yokohama  
Updated March 23, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read  
The ServiceNow®
Sales Forecasting application enables you to project your future sales and revenue based on data from an opportunity pipeline. Sales Forecasting is a new application in the Yokohama release.

## Sales Forecasting highlights for the Yokohama release {#sales-forecasting-rn__sales-forecasting-rn-highlights}

* Project future sales and revenue with intuitive forecasting by sales representatives.
* Access the Sales Forecast dashboard at all levels of the sales hierarchy.
* Set and manage sales quotas for individual representatives and sales teams.
* Track sales quota targets and their progress for individuals and sales teams across the hierarchy.
{#sales-forecasting-rn__ul_m4k_dxp_t2c}

See [Sales Forecasting](https://www.servicenow.com/docs/access?context=sales-forecasting&version=yokohama&pubname=yokohama-order-management&ft:locale=en-US) for more information.{#sales-forecasting-rn__sales-forecasting-rn-highlights-2}
Important:  
Sales Forecasting is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes.

## Sales Forecasting features {#sales-forecasting-rn__sales-forecasting-rn-new-features}

[View the Sales Forecasting dashboard](https://www.servicenow.com/docs/access?context=using-sales-forecasting&version=yokohama&pubname=yokohama-order-management&ft:locale=en-US)
:   Sales Forecasting uses data from the opinions and insights of your sales representatives reflecting how they feel about the deals in their pipeline. View the dashboard to see the sales forecast for your teams
    in various stages. You can see the total amount of opportunity in each stage for selected time periods or teams.

[Categorizing the sales opportunities](https://www.servicenow.com/docs/access?context=configure-forecast-categories&version=yokohama&pubname=yokohama-order-management&ft:locale=en-US)
:   Categorize the opportunities in the system based on the probability of closing the sales deal.

[Set up sales team hierarchy](https://www.servicenow.com/docs/access?context=setup-sales-group&version=yokohama&pubname=yokohama-order-management&ft:locale=en-US)
:   Set up the sales teams and assign managers to each team. Once the users, team, and opportunity data is added, and a selection of
    categories, you can calculate the forecast for any group or specific sales team and view the dashboard.

[Set up Sales Quota Management](https://www.servicenow.com/docs/access?context=setup-sales-quota&version=yokohama&pubname=yokohama-order-management&ft:locale=en-US)
:   Assign quota targets to sales representatives and managers for specific periods. A Quota column displays the sales target for the managers and their team. The Gap column displays
    the remaining target amount to achieve the required quota target.

[Set up forecast schedule](https://www.servicenow.com/docs/access?context=setup-forecast-schedule&version=yokohama&pubname=yokohama-order-management&ft:locale=en-US)
:   Create a forecast scheduled job to update or create the forecast data at a specific time or on a recurring schedule. The forecast scheduled job automatically fetches all the opportunities in the system and generates forecast
    data.

## Activation information {#sales-forecasting-rn__sales-forecasting-rn-activation}

Install Sales Forecasting by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/r/store-release-notes/sn-store-release-notes.html).{#sales-forecasting-rn__sales-forecasting-rn-activation-1}

## Related ServiceNow applications and features {#sales-forecasting-rn__sales-forecasting-rn-related-apps}

[Customer Service Management](https://www.servicenow.com/docs/access?context=c_CustomerServiceManagement&version=yokohama&pubname=yokohama-customer-service-management&ft:locale=en-US)
:   Customer Service Management (CSM) application can help your organization resolve customer issues and requests for your customers. By adopting a proactive customer service approach, you can help increase your customer satisfaction
    and retention.

[Opportunity Management](https://www.servicenow.com/docs/access?context=opportunity-management&version=yokohama&pubname=yokohama-order-management&ft:locale=en-US)
:   The Opportunity Management application provides your sales agents and account executives with product recommendations for customers based on a needs analysis. You can seamlessly convert sales opportunities to
    quotes when the customer is ready.