---
schema_version: "1"
id: f85776793cddd63184a7fe8fb27f10b05f61c0386e5f3a770c2e7c8102794eac
title: Create a What-If? Rule
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_rules_what_if.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_rules_what_if.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 925e7ee781b3a69811506db822a38d3acda9070d28c6e37a827b7d3a5424bd98
description: Motivate reps to close deals with What-If? rules. Show reps potential commission earnings when they meet the criteria you define in your data filter. For example, let reps see the commission they can earn if they close all pipeline deals for the period.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Create a What-If? Rule

Motivate reps to close deals with What-If? rules. Show reps potential commission earnings when they meet the criteria you define in your data filter. For example, let reps see the commission they can earn if they close all pipeline deals for the 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="d8060e77">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d8060e77 ">To create a What-If? rule:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d8060e77 ">
              <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 this permission turned on.</p>
              <p style="margin-bottom:0;">Designer Configuration: Manage</p>
            </td>

          </tr>
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![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 What-If? rule amounts don’t affect a rep’s commission total.

1. In Designer, create a data filter that determines which records to include, such as a specific deal stage or date range.
    
    ```
    PendingClosure AND ByRep AND NewType AND EffectiveDates
    ```
    
    ![Data filter for what-if 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_what_if_filter.png)
2. Create a datasheet to calculate the commission amount. For payout rules where the rep earns commission deal-by-deal or line-by-line, select the data filter you created from the right panel.
    
    Selecting the data filter applies the formula you define to only the records that meet the parameters of the data filter.
3. Enter the formula that calculates PendingCommissionPayout, the potential commission the rep is paid if the deals close.
    
    ```
    =ARR*PendingRate
    ```
    
    ![Formula for what-if 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_what_if_formula.png)
4. On the plan where you want to add the What-If? rule, click **New Payout Rule**.
5. Name your payout rule and add the field that the payout amount is coming from.
6. With the correct payout rule selected, turn on **What-If?**.