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Hide a Zero Payout Lump-Sum Rule

When a lump-sum rule has zero payout, you can hide the rule.

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 change a lump-sum rule to a line-by-line rule:

A Spiff user role with this permission turned on.

Designer Configuration: Manage

Maybe you want to hide zero payout lump-sum rules in these scenarios.

  • A rep is fully ramped.
  • Specific reps on a plan aren't receiving certain commission payouts.
  • A statement is cluttered and you want to simplify the information that's shown.

For example, maybe you have a lump-sum rule that gives all reps a $50.00 payout in February, but the current statement period is January, so you don't want to show a line of $0.00 in the January statement.

Statement showing zero bonus amount

To avoid this scenario, convert the lump sum rule to a line-by-line rule. A line-by-line rule doesn't appear on statements when the rule's filter doesn't return any records for the statement period.

  1. Find the lump-sum rule you want to change, and find its corresponding worksheet calculation.

    For example, find the FebruaryBonus calculation.

    =if(isFebruary, 50, 0)
    Lump-sum payout calculation on worksheet
  2. Create a worksheet calculation, FebBonusRep, that returns the rep's ID dynamically.
    The worksheet field returns the current RepId or a blank string, depending on whether the payout is greater than 0. This example uses the ZeroInCompanyCurrency and RepId helper functions.
    =if(FebruaryBonus > ZeroInCompanyCurrency, RepId, "")
    Worksheet calculation for returning RepId
  3. Create a data filter on the User object that returns the current rep’s row.
    This data filter returns a maximum of one row, or returns no rows if the payment is zero.
  4. Create a datasheet, select the User object, and apply the new filter.
  5. Create a calculated field that references the original worksheet calculation that calculates the lump-sum amount for the original rule.
  6. Change the lump-sum rule to a line-by-line rule by referencing the new field.
    Changing a lump-sum rule into a line-by-line rule