---
schema_version: "1"
id: 783654c0962ed38fe3c97f6ea747170d5a96d0c1d6c152b346850cdcce24ef45
title: Lump-Sum Rule Examples
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_rules_lump_sum.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_rules_lump_sum.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 94fa935718b1d25f4e34161ea7e9adffcc9cd9dd7deb1cd8785ced3be8e82927
description: A lump-sum rule pays out one obligation amount that you define with calculations. The final payout calculation comes from a single cell in a worksheet. Worksheets contain formulas that have a single value, either entered directly or as the result of a formula.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Lump-Sum Rule Examples

A lump-sum rule pays out one obligation amount that you define with calculations. The final payout calculation comes from a single cell in a worksheet. Worksheets contain formulas that have a single value, either entered directly or as the result of a formula.

### 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>

In this example, a rep's commission is calculated each month by multiplying their monthly attainment by their $4,500 monthly target variable compensation. Assume that the rep has a monthly quota of $20,000 and they’ve closed four deals.

![Showing a rep's deals](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_rules_example_deals.png)

A lump-sum rule doesn't apply a calculation to each item in this filter. Instead, this rule sums the deal amount field to eventually determine the rep's attainment.

Calculate the rep's sum for the amount closed in the period, TotalDealAmount. The four deals sum 3,000 + 3,000 + 5,000 + 375, which results in $11,375 for the period.

```
=sum(ClosedInPeriod!DealAmount)
```

To find the rep's AttainmentPercent, divide the sum by the quota.

```
=TotalDealAmount/Quota
```

![Two functions used to create a lump-sum rule](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_rules_lump_sum_example_functions.png)

Because the rep has a $20,000 quota, $11,375 divided by $20,000 results in 56.9% attainment for the rep that month. To calculate the rep's LumpSumCommission, the input criteria multiplies the attainment by the TargetVariableCompensation value of $4,500. The rep ends up taking home around $2,560.50 for the month.

```
=TargetVariableCompensation*AttainmentPercent
```

![Function for calculating lump-sum commission](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_rules_lump_sum_example_functions_commission.png)

Lump-sum rules are also helpful when you want to provide an incentive when reps exceed a target. For example, when the total annual recurring revenue from renewals that a rep brings in monthly is greater than $15,000, maybe the rep receives a $1,000 bonus.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/images/icon_note.png)

Note When you create a lump-sum rule, the functions and tracing that you select determine which records are shown in statements.