Sales Forecasting reference

reference australia Updated Sep 10, 2026 1 min read sales-forecasting-reference.md

Several types of components are installed with activation of the Sales Forecasting application.

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.
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.
Adjustment Viewer	sn_sales_forecast.adjustment_viewer	View forecast-adjusted records assigned to them and the people below them in the hierarchy.
Adjustment Writer	sn_sales_forecast.adjustment_writer	Edit the forecast-adjusted records that they own.
Forecast Viewer	sn_sales_forecast.forecast_viewer	View all the forecast data that they own and the data of people below them in the hierarchy.
Submission Viewer	sn_sales_forecast.submission_viewer	View forecast-submitted records that they own and the records owned by people below them in the hierarchy.
Submission Writer	sn_sales_forecast.submission_writer	Edit the forecast-submitted records that they own.

**Parent Topic:**[Sales automation reference](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/reference-lead-opportunity-mgt.md)

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---
title: Sales Forecasting reference
description: Several types of components are installed with activation of the Sales Forecasting application.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/sales-forecasting-reference.html
release: australia
topic_type: reference
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Sales automation, Reference, Sales Customer Relationship Management]
---

# Sales Forecasting reference

Several types of components are installed with activation of the Sales Forecasting application.

<table id="table_j2b_kqv_v2c"><thead><tr><th>

Role

</th><th>

ID

</th><th>

Functions

</th></tr></thead><tbody><tr><td>

Forecast Administrator

</td><td>

sn\_sales\_forecast.forecast\_admin

</td><td>

-   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.

</td></tr><tr><td>

Forecast Analyst

</td><td>

sn\_sales\_forecast.forecast\_analyst

</td><td>

View all forecasts item entries, forecast category, forecast model, and associated opportunities.

</td></tr><tr><td>

Sales Quota Admin

</td><td>

sn\_quota\_core.quota\_admin

</td><td>

Create/import/edit/delete quota for different sales teams and individuals.

</td></tr><tr><td>

Sales Quota Manager

</td><td>

sn\_quota\_core.quota\_manager

</td><td>

Edit the sales quota for the groups.

</td></tr><tr><td>

Sales Quota Owner

</td><td>

sn\_quota\_core.quota\_owner

</td><td>

View the Sales quota assigned to the owner.

</td></tr><tr><td>

Adjustment Viewer

</td><td>

sn\_sales\_forecast.adjustment\_viewer

</td><td>

View forecast-adjusted records assigned to them and the people below them in the hierarchy.

</td></tr><tr><td>

Adjustment Writer

</td><td>

sn\_sales\_forecast.adjustment\_writer

</td><td>

Edit the forecast-adjusted records that they own.

</td></tr><tr><td>

Forecast Viewer

</td><td>

sn\_sales\_forecast.forecast\_viewer

</td><td>

View all the forecast data that they own and the data of people below them in the hierarchy.

</td></tr><tr><td>

Submission Viewer

</td><td>

sn\_sales\_forecast.submission\_viewer

</td><td>

View forecast-submitted records that they own and the records owned by people below them in the hierarchy.

</td></tr><tr><td>

Submission Writer

</td><td>

sn\_sales\_forecast.submission\_writer

</td><td>

Edit the forecast-submitted records that they own.

</td></tr></tbody>
</table>**Parent Topic:**[Sales automation reference](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/reference-lead-opportunity-mgt.md)