Manager commission plans in Salesforce Spiff often include rollups for business metrics such as revenue, gross profit, and number of deals closed. A manager can receive commission on the sum of the revenue closed by the team. Some companies refer to this kind of rollup as an override plan, where a manager receives an override on the performance of their team.
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 |
| User Permissions Needed |
| To create a rollup filter: |
A Spiff user role with this permission turned on.
Designer Configuration: Manage
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In Designer, click Data and then Filters.
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Hover over the object or table that contains the records or deals that you want to roll up to a manager, click the three dots, and select New Rollup Filter.
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Select how you want to credit the rollup and click Next.
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Save your changes.
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Enter a name, selecting matching deals, and select a time period.
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Apply the filter to a datasheet.
For example, the ClosedByTeamInPeriod filter combines the ByTeam rollup filter with other filters to return all deals closed by a team in the period. Select the ClosedByTeamInPeriod filter on a datasheet.
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Create a rule based on the datasheet, or reference the datasheet in worksheet calculations for attainment, team sales, or counting team deals.
