---
schema_version: "1"
id: cb1548c809c94f871bf9722e90cc8411bab660bfff90e0dca41451f7310ddd24
title: Metric Cards in Salesforce Spiff
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_metric_cards.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_metric_cards.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5fd6e77804bcc774d416e147c45b5d4456197a04bbbd0d716480bd4a125ff76b
description: Metric cards are visual tiles on a statement in Salesforce Spiff that summarize key commission data, such as total commissions and attainment. Select which metric cards appear, customize them, and arrange them so that reps see the most relevant insights at a glance.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Metric Cards in Salesforce Spiff

Metric cards are visual tiles on a statement in Salesforce Spiff that summarize key commission data, such as total commissions and attainment. Select which metric cards appear, customize them, and arrange them so that reps see the most relevant insights at a glance.

### 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>

## Types of Metric Cards

Metric cards help reps spend more time selling and less time building commission spreadsheets. Each card shows a single, meaningful value that reflects a data point for the selected plan. Statements are specific to plans, so every rep on the same plan sees the same metric cards in the same layout. Salesforce Spiff includes two types of metric cards.

- **Top-level statement metrics** appear at the top of a statement and summarize data across all payout rules on the plan, rep, and period.
- **Payout rule metrics** appear within an individual payout rule and summarize data for that rule.

## Standard Top-Level Metrics

Salesforce Spiff provides standard top-level metrics that admins add from the metric type list. Three of these metrics appear on a statement by default.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:20%">
          <col style="width:60%">
          <col style="width:20%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d68168e106">Metric</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d68168e109">Description</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d68168e112">Shown by Default</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Metric" class="slds-cell-wrap" style="vertical-align:top;" headers="d68168e106 ">Total Commissions</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68168e109 ">Shows the total commission amount for the period, which is the sum of
              the commission totals for each payout rule, plus any manual adjustments
              or manual draws.</td>

            <td data-label="Shown by Default" class="slds-cell-wrap" style="vertical-align:top;" headers="d68168e112 ">Yes</td>

          </tr>
          <tr class="">
            <td data-label="Metric" class="slds-cell-wrap" style="vertical-align:top;" headers="d68168e106 ">Commission Trend</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68168e109 ">
              <p>Includes a bar chart that shows a rolling total for the most recent
                12-month commission amount. This value isn't a year-to-date or
                fiscal year-to-date total. This metric is most useful for monthly
                statement periods.</p>
              <div class="slds-box slds-box_x-small slds-theme_shade slds-m-top_medium slds-m-bottom_medium">
                <div class="slds-media slds-media_responsive">
                  <div class="slds-media__figure"><span class="slds-icon_container slds-icon_container_circle slds-icon-note-note"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/images/icon_note.png" alt="Note"></span></div>
                  <div class="slds-media__body" style="padding-top:.5rem;padding-bottom:.5rem;"><span class="slds-text-title_caps">Note</span> The X-axis labels show only the first
                    character from the statement period name. For default monthly
                    periods, these labels are intuitive, because they show the first
                    letter of the month. When showing custom periods, however, reps
                    can find the labels confusing.</div>
                </div>
              </div>
            </td>

            <td data-label="Shown by Default" class="slds-cell-wrap" style="vertical-align:top;" headers="d68168e112 ">Yes</td>

          </tr>
          <tr class="">
            <td data-label="Metric" class="slds-cell-wrap" style="vertical-align:top;" headers="d68168e106 ">Commission Breakdown</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68168e109 ">Includes a pie chart that shows the percentage that each payout rule
              contributes to the total commission amount for the period. This metric is
              most useful for plans that have more than one payout rule.</td>

            <td data-label="Shown by Default" class="slds-cell-wrap" style="vertical-align:top;" headers="d68168e112 ">Yes</td>

          </tr>
          <tr class="">
            <td data-label="Metric" class="slds-cell-wrap" style="vertical-align:top;" headers="d68168e106 ">YTD Commission</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68168e109 ">Shows the year-to-date commission total (Fiscal Year, as configured in
              the Company Settings). Add this metric to give reps a running view of
              their earnings across the year.</td>

            <td data-label="Shown by Default" class="slds-cell-wrap" style="vertical-align:top;" headers="d68168e112 ">No</td>

          </tr>
        </tbody>
      </table>

## Custom Metric Cards

To show data beyond the standard metrics, admins create custom metric cards from calculations defined in Designer. Any worksheet or datasheet calculation that exists in a plan is available as a metric card. Changes to custom metric cards apply to all statements on the same plan.

## Metric Card Visualization and Size

When you add a metric card, you determine how it appears.

- **Visualization**—A metric appears as a single value or a progress ring. Progress rings are available only for metrics formatted as a percentage. All other numerical data appears as a single value.
- **Size**—A metric card appears in a regular or compact size. A compact card fits two cards in the space of one regular card and is available only for single-value metrics. Progress rings appear only in the regular size.

In edit mode, click **Add New Tile** to configure a metric card. Drag a card to change its position on the statement.

## Trace Details from a Metric Card

To show how a metric is calculated, click a metric card to open the trace view. Tracing provides transparency into each calculation and helps reduce commission questions and disputes. For more information, see [Capture Trace View in Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_trace.htm&release=264.0.0&type=5 "Admins and reps in Salesforce Spiff can visualize how metrics, rule totals, and deal amounts are calculated in statements. In trace view, also called Capture Trace, users can click into a highlighted item and view more details. Tracing calculations in Spiff helps you debug calculations, test new calculations, provide transparency, or conduct an audit. Admins can turn off trace for some items in Designer.").