Stop Spreadsheet Chaos: Audit‑Ready Past Period adjustments

Correcting commissions from past periods is one of the most sensitive and complex responsibilities a Sales Operations team manages. When not handled properly, past period adjustments can trigger disputes, break trust among sales teams, and cause major headaches during audits or compensation reviews. In this video, we explore the best-practice framework every Sales Operations and Revenue Operations team should follow to ensure past period adjustments are accurate, compliant, auditable, and fully traceable. This one-minute explainer breaks down why manual processes—spreadsheets, emails, offline approval trails, verbal sign-offs—are risky and unsustainable in a modern sales compensation environment. It highlights the core challenges organizations face, including inconsistent documentation, unclear ownership, and the lack of an automated audit trail. You’ll learn the core principles every mature Sales Operations organization should adopt, including centralizing all adjustments within the compensation platform, enforcing consistent approval workflows, and capturing complete records for every change: the reason, the approver, and the time of adjustment. The video emphasizes the importance of transparency, compliance, and governance as foundational elements, not optional layers. By the end, you’ll understand how a structured, controlled, and technology-enabled adjustment process can help your organization protect credibility, eliminate risk, and maintain trust with the salesforce—while delivering accuracy and fairness in pay reporting. If you’re a Sales Ops, RevOps, or Finance leader seeking clarity on how to manage past period corrections responsibly, this short video provides the essential guidance you need to build a scalable, auditable adjustment process that withstands scrutiny and reinforces confidence in your incentive program.