Set up forecast schedule
Forecast schedule automatically fetches all the opportunities in the system and generates forecast data.
Before you begin
Create a scheduled job to update or create the forecast data at a specific time or recurring schedule. A default sales forecast scheduler is available with the Sales Forecasting application. You can edit that scheduler according to your requirements.
Role required: admin
Procedure
-
Navigate to All > System Definition > Scheduled Job.
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Enter Sales forecast schedule in the Search field.
-
Select Sales forecast schedule from the schedule list.
-
From the Run list, select the option to customize the timing of the scheduler according to your requirements.
[Omitted image "forecast-scheduler.png"] Alt text: Forecast scheduler
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Select Update to save the settings of your scheduler.
-
Select Execute Now to run the scheduler.
Note:
You can copy the script provided in the Run this script field to create your own scheduler.
Related topics
---
title: Set up forecast schedule
description: Forecast schedule automatically fetches all the opportunities in the system and generates forecast data.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/setup-forecast-schedule.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]
---
# Set up forecast schedule
Forecast schedule automatically fetches all the opportunities in the system and generates forecast data.
## Before you begin
Create a scheduled job to update or create the forecast data at a specific time or recurring schedule. A default sales forecast scheduler is available with the Sales Forecasting application. You can edit that scheduler according to your requirements.
Role required: admin
## Procedure
1. Navigate to **All** > **System Definition** > **Scheduled Job**.
2. Enter **Sales forecast schedule** in the Search field.
3. Select **Sales forecast schedule** from the schedule list.
4. From the Run list, select the option to customize the timing of the scheduler according to your requirements.
\[Omitted image "forecast-scheduler.png"\] Alt text: Forecast scheduler
5. Select **Update** to save the settings of your scheduler.
6. Select **Execute Now** to run the scheduler.
**Note:**
You can copy the script provided in the Run this script field to create your own scheduler.
**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)
| title | Set up forecast schedule |
| description | Forecast schedule automatically fetches all the opportunities in the system and generates forecast data. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/order-management/setup-forecast-schedule.html |
| release | australia |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Sales ForecastingSales automation appsConfigureSales Customer Relationship Management |