Submitting a forecast

task australia Updated Sep 10, 2026 1 min read submitting-a-forecast.md

Sales agents and managers can finalize and submit forecasts in defined periods to ensure accurate projections. Agents can adjust forecast values, lock them, and submit the forecasts in the specified time frame.

Before you begin

Role required: sn_sales_forecast.submission_writer

Procedure

Navigate to Workspaces > CRM Workspace.
Select the List icon [Omitted image "list-outline-24.svg"] Alt text:.
Navigate to My lists > Sales Forecast > My Forecast Submissions.
Select New.

The Create New Submitted Forecast page is displayed.
From the Forecast list, select the forecast record that you want to submit.
Check the values in the following fields that are automatically populated:
- Owner
- Sales Team
- Period
- Currency
- State
From the Submission Window list, select the time period for which you want to submit the forecast.
Select Save.

The Submission Entry page for that forecast is displayed.
Select Submit Forecast to submit your forecast.

The forecast has been submitted and the state changes to Completed. The forecast values have been locked and cannot be changed. If your forecast model allows resubmission, you can reopen the submitted forecast and modify values within the current submission window. For more info, see Configure Forecast Model.

Parent Topic:Using Sales Forecasting

Related topics

Configure Sales Forecasting

Sales Forecasting

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---
title: Submitting a forecast
description: Sales agents and managers can finalize and submit forecasts in defined periods to ensure accurate projections. Agents can adjust forecast values, lock them, and submit the forecasts in the specified time frame.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/submitting-a-forecast.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Sales Forecasting, Sales automation apps, Use, Sales Customer Relationship Management]
---

# Submitting a forecast

## Before you begin

Role required: sn\_sales\_forecast.submission\_writer

## Procedure

1. Navigate to **Workspaces** &gt; **CRM Workspace**.

2. Select the List icon \[Omitted image "list-outline-24.svg"\] Alt text:.

3. Navigate to **My lists** **&gt; Sales Forecast** **&gt; My Forecast Submissions**.

4. Select **New**.

The Create New Submitted Forecast page is displayed.

5. From the **Forecast** list, select the forecast record that you want to submit.

6. Check the values in the following fields that are automatically populated:

- Owner
- Sales Team
- Period
- Currency
- State
7. From the **Submission Window** list, select the time period for which you want to submit the forecast.

8. Select **Save**.

The Submission Entry page for that forecast is displayed.

9. Select **Submit Forecast** to submit your forecast.

The forecast has been submitted and the state changes to Completed. The forecast values have been locked and cannot be changed. If your forecast model allows resubmission, you can reopen the submitted forecast and modify values within the current submission window. For more info, see [Configure Forecast Model](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/configure-forecast-model.md).

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

**Related topics**

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

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