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            Manage Attainment Adjustments with Quota Tables

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            Manage Attainment Adjustments with Quota Tables

            Track manual adjustments to attainment amounts with a quota table, which provides an auditable log of adjustment entries that you can reference in calculations for all statement statement periods. Overwriting a value on a statement applies only to the rep for a specific statement period, but a quota table provides a more permanent and reliable solution.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions
            Available for an additional cost in: Professional Edition with Web Services API Enabled
            User Permissions Needed
            To manage attainment adjustments with a quota table:

            A Spiff user role with this permission turned on.

            Quotas: Edit
            1. Create a quota table, named AttainmentAdjustments, for your adjustment amounts.
              Quota table for attainment adjustments
            2. Create a worksheet calculation, named YTDAttainmentAdjustment, that references the adjustment amounts from the quota table.
            3. Create another worksheet calculation, named YTDAttainment, that sums the amounts year-to-date.
              Make sure that the summation ends with the current period to prevent future month adjustments from influencing an unfrozen period.
              =sum(quotas(rep, "AttainmentAdjustments", BeginningOfYear, EndOfPeriod), amount)
            4. Add the YTDAttainment calculation to the YTDAttainmentAdjustment calculation. 
              =YTDAttainment + YTDAttainmentAdjustment
              Worksheet with YTD attainment adjustment calculations

            In this example, a rep has YTD attainment of $30,000 with a January adjustment of $1,000 and a February adjustment of -$3,000. The adjusted YTD amount for January becomes $31,000 and the adjusted amount for February becomes $28,000.

             
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