Any Quota Loading Experts Here?

I believe you can’t see historical quotas in Clari – that is, once you change someone’s quota, you can’t see what their old quotas were. Similarly, if someone changes territories midyear, their annual attainment will still show their old territory, even if you want them to “start over”.

We’ve dealt with this multiple times at Gainsight, and one solution that works well for us is to have a Salesforce opportunity type called “Reporting Manager Correction.” We don’t pull this opportunity type as part of our standard bookings reports in Salesforce, and the field is almost exclusively used for Clari corrections. In the midyear territory change example, we might issue a Correction report that has a negative amount, so that the manager essentially starts with 0 attainment when they switch territories. 

Hope this gives you some ideas! 

@Liz Dwan - I didn’t see that were responses to this that we posted above but hopefully something that might help here!