Owner Only Amount appears automatically once Collaborative Forecasts is enabled and the forecast hierarchy is built. You do not create the value, you turn on the feature that calculates it. These steps enable forecasting in Setup so the owner-only and rolled-up amounts show up for each user.
- Enable Collaborative Forecasts
In Setup, go to Forecasts Settings and enable forecasting. This activates the Forecasts tab and the underlying ForecastingItem records that hold OwnerOnlyAmount and ForecastAmount.
- Define forecast types
Add at least one forecast type, such as Opportunity Revenue, and choose whether it forecasts on amount or quantity. Quantity forecasts populate OwnerOnlyQuantity instead of the revenue field.
- Build the forecast hierarchy
Open the forecast hierarchy and assign forecast managers based on your role hierarchy. The hierarchy is what tells Salesforce whose deals are owner-only and whose amounts roll up to a manager.
- Pick a rollup method
Choose individual category rollup or cumulative rollup. This decides how owner-only and team figures populate each forecast category like Best Case and Commit.
Set each forecast type to revenue or quantity; this controls whether OwnerOnlyAmount or OwnerOnlyQuantity is populated.
Designate which hierarchy users are forecast managers so subordinate amounts roll up to them and their own deals stay owner-only.
Select cumulative or individual forecast category rollup to define how category totals are summed for both owner-only and team views.
- ForecastingItem is read-only; you cannot set OwnerOnlyAmount by hand, it recalculates from the source opportunities.
- If the forecast hierarchy is not configured, owner-only and rolled-up amounts will not appear for users.
- Under cumulative rollup, an owner-only category figure already includes the more committed categories, so do not add them again.