---
schema_version: "1"
id: f39fb19038c13e1cf53d4ce26dd89de91096172d1f9602614534c9ab2fd37754
title: Create a Rollup Filter of Team Members
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_rollup_team_members.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_rollup_team_members.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2c3e9e31452de3a71f083b1c196098f587cdd756892f05765a4ceadca0bf341b
description: With a rollup filter of users that belong to the same team in Salesforce Spiff, you can calculate the number of team members when a plan component requires splitting an element equally across the team members. Or, check how many team members achieve quota for a component of a manager plan.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Create a Rollup Filter of Team Members

With a rollup filter of users that belong to the same team in Salesforce Spiff, you can calculate the number of team members when a plan component requires splitting an element equally across the team members. Or, check how many team members achieve quota for a component of a manager plan.

### 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="d63122e76">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d63122e76 ">To create a rollup filter:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d63122e76 ">
              <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>

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1. In Designer, click **Data** and then **Filters**.
2. Click the three dots next to the Users object and select **New Rollup Filter**.
3. Select how you want to credit the rollup and click **Next**.
4. Save your changes.
5. Select a time period.

The rollup filter provides a dynamic list of team members for all team leads, and you can reference this list in a datasheet for calculations and plan components.

![The 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_list.png)