Create a Custom Metric for the Aggregated Value Needed to Reach the Next Accelerator Tier

Create a Custom Metric for the Aggregated Value Needed to Reach the Next Accelerator Tier

Boost motivation by showing reps how close they are to the next accelerator level. Create a custom metric that displays this information on their statements.

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 custom metric:

A Spiff user role with these permissions turned on.

  • Designer Configuration: Manage
  • Designer Range Tables: Manage
  1. In your range table, add a column named BottomOfNextTier that calculates accelerators.
    You can also build a new range table specifically for this purpose.
    Accelerator table for new custom metric
  2. Create a worksheet calculation named ARRToNextTier and add this formula, where AttainmentPercent is a worksheet calculation for the sum total or aggregation of all ARR or QuotaAmount.
    (tier_payout(AttainmentPercent, YourTableName, false, "BottomOfNextTier") - AttainmentPercent) * QuotaAmount
  3. To avoid an error when the rep has maxed out their tiers, wrap part of the formula with an if function that returns 0 instead of a negative ARR value.
  4. In the rep's statement, add the new custom metric.