---
schema_version: "1"
id: 35632d4f8994b897a0b68efb7b72750d1b0ad30ce6a3f7175581dc45a62a3940
title: Create a Payout Rule for the Quota Attainment Graph
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_estimator_graph_rule.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_estimator_graph_rule.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 30dca8d3704c4922680fab9541c5cfe305a1cb64f7052d5e4d6efd7d1cb93206
description: The Commission Estimator window in the Salesforce Spiff Commission Estimator provides a bar graph that shows how much an estimated deal affects quota attainment. In Designer, create a quota payout rule for use with the quota attainment graph. The payout rule has several requirements.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Create a Payout Rule for the Quota Attainment Graph

The Commission Estimator window in the Salesforce Spiff Commission Estimator provides a bar graph that shows how much an estimated deal affects quota attainment. In Designer, create a quota payout rule for use with the quota attainment graph. The payout rule has several requirements.

### 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">
        <colgroup>
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d80469e76">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d80469e76 ">To create a payout rule:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d80469e76 ">
              <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;">Designer Configuration: Manage</p>
            </td>

          </tr>
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![Attainment graph](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_estimator_graph.png)

Before you create the rule, review these requirements.

- If users belong to multiple plans, they can have multiple quotas, so choose the most important quota to show the graph for.
- If a commission plan doesn't use quotas or quota attainment, create the payout rule and data filter anyway. In this case, the filter doesn't return any result, and the graph is hidden.
- If more than one plan uses the Spiff Commission Estimator, the payout rule must be the same for all plans that use the same object. If the plans have different formulas for the required fields, create a lookup table, based on the plan name, that provides the appropriate field values dynamically.

1. In Designer, create a payout rule with these requirements.
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><tbody><tr class=""><th style="vertical-align:top;" headers="d80469e140-option" id="d80469e144">Name</th><td style="vertical-align:top;" headers="d80469e140-desc d80469e144"><kbd>sce_chart_opportunity</kbd> or <kbd>sce_chart_quote</kbd>, depending on the object used in the plan</td></tr><tr class=""><th style="vertical-align:top;" headers="d80469e140-option" id="d80469e158">Ghost rule</th><td style="vertical-align:top;" headers="d80469e140-desc d80469e158">True</td></tr></tbody></table>
    
    See [Payout Rules](https://help.salesforce.com/s/articleView?id=sales.spiff_payout_rule.htm&release=264.0.0&type=5 "In Salesforce Spiff, payout rules are formulas, calculations, and tables that make your plans run. Payout rules appear on commission plans."). This rule isn't visible in plan commission statements but is required for the bar graph. If you use both the Quote and Opportunity objects, create a rule for each object.
2. Create a data filter on the payout rule, and specify these requirements.
    
    - Return only one opportunity or quote when an estimate is requested, per plan. If the data filter returns multiple opportunities or quotes, the Spiff Commission Estimator shows an error.
    - If the payout rule uses the Quote or Quote Line objects, create the data filter on the Quote object only.
    - If the payout rule uses the Opportunity or Opportunity Product objects, create the data filter on the Opportunity object only.
    
    See [Create a Data Filter in Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_data_filter_create.htm&release=264.0.0&type=5 "Create data filters in Salesforce Spiff without writing any code.").
3. Set up the fields that provide data to the graph.
    
    See [Field Requirements for the Quota Attainment Graph](https://help.salesforce.com/s/articleView?id=sales.spiff_estimator_graph_fields.htm&release=264.0.0&type=5 "To show data in the quota attainment bar graph with the Salesforce Spiff Commission Estimator, set up required fields, even if the fields don't have any values.").

#### See Also

- [Considerations for Ghost Rules](https://help.salesforce.com/s/articleView?id=sales.spiff_rules_ghost.htm&release=264.0.0&type=5 "Ghost rules are payout rules where the output doesn’t contribute to a rep's total commission amount for a statement period. Ghost rules are helpful in situations where you want to start building or testing rules for the next quarter or year, or when you want to perform mid-year plan changes.")