Definition
In Salesforce Forecasting, the forecast quantity that excludes the owner's own judgment adjustments, showing only the raw rollup of opportunity quantities before the forecast owner made manual changes.
Real-World Example
When a sales operations lead at Cobalt Ventures needs to streamline operations, they turn to Quantity Without Owner Adjustment to streamline deal management from prospecting through close. With Quantity Without Owner Adjustment 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 Quantity Without Owner Adjustment Matters
In Salesforce Forecasting, Quantity Without Owner Adjustment is the forecast quantity that excludes the owner's own judgment adjustments, showing only the raw rollup of opportunity quantities before the forecast owner made manual changes. It's similar to Quantity Without Adjustments but specifically excludes adjustments by the forecast owner while potentially including adjustments by others.
This granular view of forecast composition supports detailed analysis of where numbers come from. When a rep's forecast differs significantly from the raw opportunity rollup, it's worth understanding why: are they being conservative, optimistic, or responding to something the opportunities don't capture? Mature forecasting programs track these granular metrics to coach reps and improve opportunity data quality over time.
How Organizations Use Quantity Without Owner Adjustment
- •Cobalt Ventures — Tracks owner adjustment patterns to coach reps whose forecasts consistently differ from opportunity rollups.
- •NovaScale — Uses the metric as a signal about opportunity data quality at the rep level.
- •TrueNorth Software — Analyzes owner adjustment patterns to understand whether reps lack confidence in their opportunity data or have other reasons for adjustments.