Quantity forecasts live alongside Amount forecasts in Setup, Forecast Settings. Plan to add a new forecast type, configure it, then surface the new grid to managers.
- Open Forecast Settings
Setup, Quick Find, type Forecast, click Forecasts Settings. Confirm Collaborative Forecasts is enabled; the page is otherwise empty.
- Add a new forecast type
Click Add Forecast Type. Pick the source object (usually Opportunity Product for line-level quantity), the measure (Quantity), and the date field that defines the forecast period (typically Close Date or Schedule Date).
- Configure roll-up basis
Choose whether forecasts roll up by Forecast Category, Probability, or a custom Forecast Category mapping. Set the columns shown on the grid (Closed, Commit, Best Case, Most Likely, Pipeline).
- Enable for users and roles
Assign the new forecast type to roles or queues that need it. Without role assignment, the grid stays empty for affected users.
- Load quotas in units
Upload quotas as quantity values to the ForecastingQuota object via the Quotas page or Data Loader. Quota attainment math is automatic once the quotas are in place.
- Verify with a test opportunity
Create an opportunity with line items and verify the quantity rolls up to the new grid in the expected forecast category row.
- Opportunities without line items roll up as zero in a Quantity forecast. Either require line items or set the source to Opportunity and pick a custom Quantity field on the Opportunity itself.
- Each user can see only the forecast types assigned to their role. Adding a new type without role assignment leaves managers wondering why the new grid is missing.
- Quotas in quantity forecasts are unitless integers in the ForecastingQuota table. The same row supports both Amount and Quantity quotas via separate columns; do not load currency values into the quantity column.
- Multi-currency orgs do not affect Quantity forecasts directly because units are not currency. But if you forecast a custom Currency field as the measure, the platform applies the corporate-currency conversion to the displayed value.