---
schema_version: "1"
id: b6a242c70b71fb9079687b241cdba703413baea3384c7fc048e1d8d39d3543b9
title: Create a Rollup Filter of Team Deals
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_rollup_team_deals.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_rollup_team_deals.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: dfa777f9adff8423e907cc9710929b1cfd7a0a12e372fce572106c2f9d9dafaa
description: 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.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Create a Rollup Filter of Team Deals

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

<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">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d20126e76">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d20126e76 ">To create a rollup filter:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d20126e76 ">
              <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>
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1. In Designer, click **Data** and then **Filters**.
2. 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**.
3. Select how you want to credit the rollup and click **Next**.
4. Save your changes.
5. Enter a name, selecting matching deals, and select a time period.
6. 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.
    
    ![Team deals rollup filter](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_rollup_team_filter.png)
7. Create a rule based on the datasheet, or reference the datasheet in worksheet calculations for attainment, team sales, or counting team deals.
    
    ![Team deals rollup filter in a datasheet](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_rollup_team_datasheet.png)