---
schema_version: "1"
id: 75df09c7364c78ea3653d19003ae17d32ff60ff2323dfa6dcab944ccb692b5af
title: Create a Lump-Sum Rule
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_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_rules_lump_sum_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9f0d251663892ca3ac3b6c9bcddf0902886dc4bd24c1d9e63ee46796ad8bd61b
description: For lump-sum rules, 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. The result of 2 + 2 is 4, a single value. We don't calculate data for every record in the data filter that’s used.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Create a Lump-Sum Rule

For lump-sum rules, 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. The result of 2 + 2 is 4, a single value. We don't calculate data for every record in the data filter that’s used.

### 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">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d53644e77">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d53644e77 ">To create a lump-sum rule:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d53644e77 ">
              <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 these permissions turned on.</p>
              <ul>
                <li>Designer Configuration: Manage</li>

                <li>Quotas: Edit</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

1. Create a folder for the rule.
    1. In Designer, click the three dots next to the plan you’re creating the rule for, and click New **Folder**.
    2. Rename the rule folder.
2. Create a quota table.
    1. Click the three dots next to the rule folder and select **New Quota Table**.
    2. Set up the quota table with reps, quotas, and change periods.
3. Create a worksheet in the rule folder.
    
    1. Click the three dots next to the rule folder and select **New Worksheet**.
    2. Set up the worksheet with labeled columns and functions, attainment, and commission fields,.
    
    ![Worksheet showing values for 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_worksheet.png)
4. Add the new rule as a payout rule.
    1. Click a plan in the left panel and click **New Payout Rule**.
    2. Name the rule and select the commission calculation field as the payout amount.

After creating a lump-sum rule, calculate it.

#### See Also

- [Calculate a Line-By-Line or Lump-Sum Rule](https://help.salesforce.com/s/articleView?id=sales.spiff_rules_calculate.htm&release=264.0.0&type=5 "After adding a rule to a plan page, calculate the rule and view it on the rep statement.")