The statement report provides a general overview of your data in Salesforce Spiff. The obligation report shows a more detailed look at specific obligations. You can add any field or calculation shown in a statement or used in Spiff logic to these reports.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
| Available for an additional cost in: Professional Edition with Web Services API Enabled |
Obligation Report
Obligations are commission amounts owed to your reps, according to the payout rules. Spiff calculates these obligations in two different ways, according to the rule type in Designer.
- For a line-by-line rule, Spiff calculates an obligation line by line for every record. For example, a commission is due for each new business or expansion deal closed in a period. Line-by-line rules can have many obligations and as many records for that rule as there are obligations.
- For a lump-sum rule, Spiff calculates one obligation amount for the payout rule. For example, reps earn a quarterly bonus for hitting their defined targets. One obligation is calculated because the commission amount isn’t earned deal-by-deal or by line item. Lump-sum rules show only one record per rule per rep on the report.
If the payout rule is a line-by-line rule, you can include in your report any data or attributes associated with those obligations, such as the close date of the deal, the deal amount, and the deal commission rate.
We recommend that you add the Payout Rule Name column to obligation reports.
Statement Reports
The statement report is for users who want access to data from the statement, such as the total commission amount for the period or other summary or statement metrics. You can have other customized metric cards at the top of your rep statements. You can include these metrics in statement reports.
Rep statements often show key metrics on one or more of your payout rules. You can also include these metrics in a statement report.
Additionally, if you have top-level adjustments or draws, you can add a field to include this data in your report.
You can add any summary information from the rep statements as a field on the report.