Customizing Sales Forecast dashboard

task brazil Updated Jul 21, 2026 2 min read customizing-sales-forecast-dashboard.md

Customize the columns that are displayed on your Sales Forecast dashboard and set your preferred column order to match your workflow.

Before you begin

Role required: sn_sales_forecast.forecast_viewer

Procedure

Navigate to Workspaces > CRM Workspace.
Select the List icon [Omitted image "list-outline-24.svg"] Alt text:.
Select the Sales Forecast view.
Select the Customize your list icon [Omitted image "gear_icon.png"] Alt text: on the dashboard toolbar.

The Customize your list dialog box opens. The dialog box has two sections. Top-level section includes column names, such as Quota, Won, Gap, Commit, Strong Upside, Upside, and Pipeline. The bottom section contains sub-columns that apply within every forecast category, such as Final Forecast, Hierarchy Forecast, Base Forecast, and Last Submitted Forecast.

[Omitted image "customize-your-list.png"] Alt text: Customize your list dialog box
In the top section, under Available columns, select the option for each column that you want to display and clear the check box for any column that you want to hide.
Under Selected columns, drag and drop the columns to set the order in which they appear on the dashboard.
In the bottom section, select the sub-column options that you want to display within every forecast category.

A sub-column that you select is added under every adjustable forecast category on the dashboard. Clearing a sub-column removes it from all the adjustable categories. Final Forecast and Hierarchy Forecast are selected by default. Final Forecast cannot be cleared.
Drag and drop the selected sub-columns to set the order in which they appear within each category.
To reset all selections and display the default dashboard view, select Restore to Defaults.
Select Apply to save your changes.

The dashboard displays your selected columns in the order that you set and saves it for your forecast model.

Parent Topic:Using Sales Forecasting

Related topics

Using Sales Forecasting

Configure Sales Forecasting

Sales Forecasting terminology

63 lines · 3.1 KB Wrap lines

---
title: Customizing Sales Forecast dashboard
description: Customize the columns that are displayed on your Sales Forecast dashboard and set your preferred column order to match your workflow.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/order-management/customizing-sales-forecast-dashboard.html
release: brazil
topic_type: task
last_updated: "2026-07-21"
reading_time_minutes: 2
breadcrumb: [Sales Forecasting, Sales automation apps, Use, Sales Customer Relationship Management]
---

# Customizing Sales Forecast dashboard

Customize the columns that are displayed on your Sales Forecast dashboard and set your preferred column order to match your workflow.

## Before you begin

Role required: sn\_sales\_forecast.forecast\_viewer

## Procedure

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

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

3. Select the **Sales Forecast** view.

4. Select the Customize your list icon \[Omitted image "gear\_icon.png"\] Alt text: on the dashboard toolbar.

The Customize your list dialog box opens. The dialog box has two sections. Top-level section includes column names, such as Quota, Won, Gap, Commit, Strong Upside, Upside, and Pipeline. The bottom section contains sub-columns that apply within every forecast category, such as Final Forecast, Hierarchy Forecast, Base Forecast, and Last Submitted Forecast.

\[Omitted image "customize-your-list.png"\] Alt text: Customize your list dialog box

5. In the top section, under Available columns, select the option for each column that you want to display and clear the check box for any column that you want to hide.

6. Under Selected columns, drag and drop the columns to set the order in which they appear on the dashboard.

7. In the bottom section, select the sub-column options that you want to display within every forecast category.

A sub-column that you select is added under every adjustable forecast category on the dashboard. Clearing a sub-column removes it from all the adjustable categories. Final Forecast and Hierarchy Forecast are selected by default. Final Forecast cannot be cleared.

8. Drag and drop the selected sub-columns to set the order in which they appear within each category.

9. To reset all selections and display the default dashboard view, select **Restore to Defaults**.

10. Select **Apply** to save your changes.

The dashboard displays your selected columns in the order that you set and saves it for your forecast model.

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

**Related topics**

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

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

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