Differences Between Line-By-Line and Lump-Sum Rules

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

For most commission use cases, we recommend line-by-line rules that calculate a commission for every deal and opportunity in a commission period. Lump-sum rules are useful for occasions when an aggregated payout or a single lump-sum payment is necessary, such as when a rep earns a flat bonus for hitting a certain number of meeting targets.

Review these differences between line-by-line and lump-sum rules.

Consideration	Line-by-Line Rule	Lump-sum Rule
Rule usage	Calculates a commission amount for each element in a set of entries such as deals, line items, and opportunities. Sum the amount, such as a value being calculated for each row in a Microsoft Excel spreadsheet or a commission for every deal that is closed, to get the total commission for the rule.	Calculates a commission based on the given criteria and sums a field from a data filter or list. The calculation isn't applied to each item of filtered data.
Data filter usage	Data filter required.	Data filter not required.
Commission total	Calculates the sum of the output values for each record. If your commission calculation comes from a datasheet, that calculation applies to a collection of records from your data filter.	Calculates a single commission amount.
Report usage	Allows for granular data such as commission earned per deal and close date.	Doesn't allow for line item and deal-specific data because a commission amount isn’t calculated at the line-item level.
Rep tracing	Supports tracing the calculations for every line on their statement.	Supports tracing only the payout amount for the rule itself.