The column is calculated automatically once Collaborative Forecasts is on. The work is enabling the display per Forecast Type, surfacing it in reports, and training managers on how to read it next to the other Amount variants.
- Open Forecasts Settings
Setup, search for Forecasts Settings. Confirm Collaborative Forecasts is enabled and choose the Forecast Type to configure.
- Enable the column display
In Adjustments and Forecast Columns for the chosen Forecast Type, check Display Amount Without Owner Adjustment. Save.
- Surface the column in the Forecasts tab
Open the Forecasts tab as a forecast manager. Add Amount Without Owner Adjustment to the visible column set through the column picker. Confirm the value differs from Amount Without Adjustments only where manager adjustments exist.
- Build the manager-adjustment delta report
Use the Forecasting Items report type. Add Amount Without Adjustments and Amount Without Owner Adjustment, then a formula field that subtracts one from the other. The result is the pure manager-adjustment magnitude per forecaster.
- Brief managers and operations
Walk operations and managers through the calculation order: bare roll-up, plus manager adjustments, equals Amount Without Owner Adjustment. Pair the column with Amount Without Manager Adjustment in dashboards so the chain attributes the adjustments correctly.
- If no manager up the chain has adjusted, the column equals Amount Without Adjustments and provides no extra insight.
- The column is read-only. Manager adjustments are entered against Amount; the variants reflect them automatically.
- Per-Forecast-Type configuration means enabling the column on Opportunity Revenue does not enable it on Product Family or Custom Number forecasts.
- Historical snapshots require the Forecasting Items History feature. The live column changes whenever upstream data or adjustments change.