---
schema_version: "1"
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title: Manage Attainment Adjustments with Quota Tables
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_quotas_adjustment.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_quotas_adjustment.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ca557514316f58cacca52cb34a29e4e0910b02033a1907c5b68dd7ee8cb5ca24
description: 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.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for an additional cost in: <strong>Professional</strong> Edition with Web Services API Enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d67150e76">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d67150e76 ">To manage attainment adjustments with a quota table:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d67150e76 ">
              <p>A Spiff <a href="https://help.salesforce.com/s/articleView?id=sales.spiff_users_roles_and_permissions.htm&amp;release=264.0.0&amp;type=5" title="Give users the appropriate level of access so they can be successful in Salesforce Spiff, and enforce the principle of least privilege. Assign a default role to each user, or create custom roles with access to specific Spiff functionality.">user role</a> with this permission turned on.</p>
              <p style="margin-bottom:0;">Quotas: Edit</p>
            </td>

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1. Create a quota table, named AttainmentAdjustments, for your adjustment amounts.
    
    ![Quota table for attainment adjustments](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/spiff/spiff_quotas_adjustment_table.png)
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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/spiff/spiff_quotas_adjustment_add.png)

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.