A lump-sum true-up rule in Salesforce Spiff helps you adjust compensation if a rep is over- or underpaid in a period.
Required Editions
| 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 |
| User Permissions Needed | |
|---|---|
| To create a true-up rule: |
A Spiff user role with these permissions turned on.
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Create a YTDEarned calculation, which depends on the commission rule.
- Create a line-by-line commission where each deal earns its own commission. The YTDEarned calculation sums the commission values for a TYD filter, such as
=sum(ClosedInYear!NewBookingsPayout_AE). - Create a lump-sum commission where commission is earned based on overall progress toward a goal, calculated by multiplying attainment by OTE. The YTDEarned calculation multiplies YTDAttainment by the Annual Variable, such as
=QuotaAttainmentYTD * AnnualVariable.
- Create a line-by-line commission where each deal earns its own commission. The YTDEarned calculation sums the commission values for a TYD filter, such as
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Create a YTDPaid calculation that uses the
amounts_from()function to find commission amounts from the prior statement periods.- Handle true-up payout amount at the rule level,
True-Up = RuleA_Earned - RuleA_Paid. True-ups at the rule level require the fourth argument in theamounts_from()function to find the payout amounts from a specific rule, rather than from the statement as a whole. - Handle true-up payout amount at the statement level,
True-Up = TotalStatement_Earned - TotalStatement_Paid.
- Handle true-up payout amount at the rule level,
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To calculate the true-up rule, create a worksheet calculation with a simple formula.
YTD_Earned - YTD_Paid - If there aren’t any amounts or statements to reference, recalculate statements chronologically.