Configure Forecast Categories

task australia Updated Sep 10, 2026 1 min read configure-forecast-categories.md

Configure the forecast categories in CRM 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

Navigate to All > Sales Forecast > Forecast Categories.
Select  New.

On the form, fill in the fields:

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.

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.

Related topics

Using Sales Forecasting

Sales Forecasting

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---
title: Configure Forecast Categories
description: Configure the forecast categories in CRM Workspace.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/configure-forecast-categories.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Sales Forecasting, Sales automation apps, Configure, Sales Customer Relationship Management]
---

# Configure Forecast Categories

Configure the forecast categories in CRM 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 **All** &gt; **Sales Forecast** &gt; **Forecast Categories**.

2.  Select  **New**.

3.  On the form, fill in the fields:

    |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.|

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.

**Related topics**  


[Using Sales Forecasting](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/using-sales-forecasting.md)

[Sales Forecasting](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/sales-forecasting.md)