What to do when someone leaves the organization?

This is super helpful and a great tip as I know many of our customers will be moving reps around in the hierarchy at the start of their new fiscal years! 

Thank you @Dorothy Fuentes ! A tricky ‘gotcha moment’ when a user is already revoked from Clari but is still showing up in Forecasting module. To remove that individual, we must head to User Management, but that user will no longer show in the ‘Active’ section. If we try to search for a revoked user in the ‘active’ section, we will not be able to find that individual.

A revoked user will only show up in the ‘All’ section of Clari Studio > User Management. Check out this screenshot showing what I mean:

 

Great post!

This is super helpful! One more note I would make here is that if a user left an organization, as long as they are still in their historical hierarchy in SFDC (even if their profile is deactivated but not deleted completely), we can still show proper historical closed won roll up of data in forecasting at a manager level who is at the top of that hierarchy. 

@Summer Body You’ll find this helpful