---
schema_version: "1"
id: 21c4bcbf69c955cf02e90f97c2aff64f1fb577ebe2e93a6e4d20712cf613b14b
title: Create a Meeting Count Payout Rule
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_rules_meeting_count_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_rules_meeting_count_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2d22397e96891afdbf27b8aa365fb1e6e92a08a07cb8b83f3e7bd7a75d6b53b8
description: Help reps earn commissions for a specific number of meetings.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Create a Meeting Count Payout Rule

Help reps earn commissions for a specific number of meetings.

### 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%">
        </colgroup>
        <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="d14343e77">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d14343e77 ">To create a meeting count rule:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d14343e77 ">
              <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>

In this example, the rep receives monthly compensation, so you identify meetings by rep and period.

1. In Designer, create a data filter and sub-data filters.
    1. Create a data filter named MeetingsBySDRInPeriod, based on the Meeting object.
        
        This filter references two sub-data filters that you create next.
        
        ```
        MeetingsBySDR AND SDRMeetingsInPeriod
        ```
        
        ![Meeting count rule syntax for period](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_meeting_count_period.png)
    2. Create one of the sub-data filters, MeetingsBySDR, that matches each rep's ID to a field that indicates ownership of the meeting. Name the field SDR\_Id.
        
        ```
        SDR_Id = rep.Id
        ```
        
        ![Meeting count rule syntax for SDR](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_meeting_count_sdr.png)
    3. Create the other sub-data filter, SDRMeetingsinPeriod, hat confirms the meeting occurred within the payout period. Enter the `date_between?` function, which places the Meeting\_Date field within the specified statement period.
        
        ```
        date_between?(Meeting_Date, statement_period.start_date, end_of_period(statement_period.end_date))
        ```
        
        ![Meeting count rule syntax for meeting](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_meeting_count_meeting.png)
2. Create quota tables.
    1. Create a quota table, SDRMeetingCountQuota, with quota values, such as 20 meetings per month, that use the number format for the meeting counter.
        
        ![Meeting count rule quota table](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_meeting_count_quota.png)
    2. Create another quota table, SDRMonthlyTargetVariable, that specifies the target variable compensation values, which represents the amount that reps are paid if they meet their quota.
        
        ![Meeting count rule quota table with target variable](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_meeting_count_target.png)
3. Create the SDRMeetingCountAttainmentInPeriod calculation.
    1. Create a datasheet, MeetingsBySDRInPeriod\_SimpleMeetingCountRuleExample, and include Meeting\_Date.
        
        ![Meeting count rule datasheet with meeting date](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_meeting_count_date.png)
    2. To determine the meeting count, apply the `count` function to the MeetingsBySDRInPeriod data filter.
    3. To determine attainment, divide the meeting count by the quota.
4. Create a worksheet, SimpleMeetingCountRuleExample\_Worksheet, and add worksheet calculations.
    1. Create a worksheet calculation, SDRMeetingCountInPeriod, that determines the total count of meetings by the SDR within the period.
        
        ```
        =count(MeetingBySDRInPeriod_SimpleMeetingCountRuleExample!Meeting_Date)
        ```
        
        ![Meeting count rule total by SDR within the period](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_meeting_count_total.png)
    2. Create a worksheet calculation, SDRMeetingCountQuota, that references the SDRMeetingCountQuota quota table.
        
        ```
        =quota("SDRMeetingCountQuota")
        ```
        
        ![Meeting count rule quota reference](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_meeting_count_reference.png)
    3. Create a worksheet calculation, SDRMeetingCountTargetVariable, that references the SDRMonthlyTargetVariable quota table.
        
        ```
        =quota("SDRMonthlyTargetVariable")
        ```
        
        ![Meeting count rule quota table with target variable](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_meeting_count_final_target.png)
    4. Create the final payout rule calculation, Payout\_SimpleMeetingCountRuleExample, that multiplies the attainment by the target variable compensation.
        
        In this example, the attainment calculation represents 75% of the target variable.
        
        ```
        =SDRMeetingCountTargetVariable * SDRMeetingCountAttainmentInPeriod
        ```
        
        ![Meeting count rule quota table with payout](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_meeting_count_final_payout.png)