---
title: Create forecast adjustment
description: Modify system-generated forecast values based on your judgment and prediction. Sales agents can adjust their individual forecasts and managers can modify team forecasts to align with overall targets. Sales managers can override team-level adjustments and the system automatically recalculates the roll-ups to reflect the updated forecast values.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/create-forecast-adjustment.html
release: australia
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Sales Forecasting, Sales automation apps, Use, Sales Customer Relationship Management]
---

# Create forecast adjustment

Modify system-generated forecast values based on your judgment and prediction. Sales agents can adjust their individual forecasts and managers can modify team forecasts to align with overall targets. Sales managers can override team-level adjustments and the system automatically recalculates the roll-ups to reflect the updated forecast values.

## Before you begin

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

## Procedure

1.  Navigate to **Workspaces** > **CSM/FSM Configurable Workspace**.

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

3.  Navigate to **My lists** **> Sales Forecast** **> Forecast**.

4.  Select the forecast header record to view your forecast items.

5.  Select **Forecast Items** on the Details tab to view all the forecast items.

6.  Select the forecast item that you want to adjust.

    The Details tab for that forecast item is displayed.

7.  Select the **Forecast Adjustment** tab.

8.  In the **Adjusted Value** field, enter the new forecast value that is different from Hierarchy Forecast value.

9.  Enter a description for the adjusted value in the **Reason** field.

10. Select **Save**.

    On your forecast item, the Owner Adjustment field displays the adjusted forecast value and the Hierarchy Forecast value displays the original forecast value.


**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)