---
schema_version: "1"
id: 6ea9e4064916932a2a306604af6e6d79ca74826cc71ff9d64a969997373ae051
title: Adjust Compensation Variances with a Lump-Sum True-Up Rule
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_rules_true_up.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_rules_true_up.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6a3af1ccbf7eac47ce8922f1364e72a984426cc00f7cee0b0329edc1749cdc90
description: A lump-sum true-up rule in Salesforce Spiff helps you adjust compensation if a rep is over- or underpaid in a period.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Adjust Compensation Variances with a Lump-Sum True-Up Rule

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

<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">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d9218e77">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d9218e77 ">To create a true-up rule:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d9218e77 ">
              <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>Statements: Recalculate</li>

              </ul>
            </td>

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

1. 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`.
2. 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 the `amounts_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`.
3. To calculate the true-up rule, create a worksheet calculation with a simple formula.
    
    ```
    YTD_Earned - YTD_Paid
    ```
4. If there aren’t any amounts or statements to reference, recalculate statements chronologically.

#### See Also

- [Create a Line-By-Line Rule](https://help.salesforce.com/s/articleView?id=sales.spiff_rules_line_by_line_create.htm&release=264.0.0&type=5 "Line-by-line rules apply a calculation to each item in a data filter. To get the total for the rule, the calculation output from each item in the data filter is summed.")
- [Create a Lump-Sum Rule](https://help.salesforce.com/s/articleView?id=sales.spiff_rules_lump_sum_create.htm&release=264.0.0&type=5 "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.")