Clearing Adjustments

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After adjustments are applied through the submission process, you may need to clear them — to reset for a new cycle, correct an error, or start fresh. RevWorks lets you clear adjustments at different scopes depending on your role.

How to clear adjustments

In the Workbench view, click on the person whose adjustments you want to clear. The clear adjustments dialog gives you options to control exactly what gets removed.

Scope options

What to clear

• Owner adjustments — Adjustments you made to your own forecast
• Manager adjustments — Adjustments you made to your subordinates’ forecasts

Which periods

• Current forecasting periods — Only the active periods in your forecast
• All periods — Every period where adjustments exist, including historical ones

Admin-level clearing

Users with the Akoonu Sales Admin role have additional options:

• Clear for all subordinates — Remove adjustments for everyone below a specific person in the hierarchy. This cascades through all levels.

For example, if you clear adjustments for a director and their subordinates, all manager and owner adjustments from the director down through every rep are removed. The forecast reverts to the unadjusted pipeline values.

What happens after clearing

Adjustment indicators (the pink arrows) disappear from the affected cells in the Workbench view. The forecast values revert to the unadjusted roll-up. If adjustments at a lower level were rolling up and affecting your own row, those indicators disappear from your row as well.

What’s next

To understand how adjustments are applied in the first place, see How Adjustments Work. To resubmit after clearing, see Starting a Submission.