Definition
In Salesforce Forecasting, the forecast quantity that includes only the opportunities owned directly by a specific user, excluding any rollup quantities from subordinates in the forecast hierarchy.
Real-World Example
At their company, a sales operations lead at Cobalt Ventures leverages Owner Only Quantity to streamline deal management from prospecting through close. With Owner Only Quantity properly set up, sales managers can identify bottlenecks in the pipeline, coach reps on stalled deals, and allocate resources to the highest-potential opportunities.
Why Owner Only Quantity Matters
In Salesforce Forecasting, Owner Only Quantity is the forecast quantity that includes only the opportunities owned directly by a specific user, excluding any rollup quantities from subordinates in the forecast hierarchy. It's the quantity-based counterpart to Owner Only Amount, useful when sales operations track both revenue (amount) and units (quantity) in their forecasts. The same logic applies: the user's personal contribution is separated from their team's rolled-up contribution.
Quantity-based forecasting matters in industries where unit volume is as important as revenue: manufacturing (units shipped), telecommunications (subscribers added), publishing (subscriptions sold), and others where the unit measure tells a story that pure revenue might obscure. Salesforce supports both amount-based and quantity-based forecasting, with managers seeing their personal contribution and team rollup for both measures.
How Organizations Use Owner Only Quantity
- •NovaScale Manufacturing — Tracks Owner Only Quantity for sales managers, recognizing their personal contribution to unit volume separately from team rollups.
- •Coastal Communications — Forecasts on quantity (subscribers added) alongside revenue, with both owner-only and rolled-up views.
- •BrightEdge Solutions — Treats quantity-based forecasting as important for their unit-based business model alongside revenue forecasting.