---
schema_version: "1"
id: 033a3b144a40c74e0d8a0f65463108943404355443baec8070f26802ab612f54
title: Add and Edit Payout Rule Metrics
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_statement_design_payout_rule_metrics.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_statement_design_payout_rule_metrics.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f0c25a2f952ad608f5bc94c176f57f5e98dca6cd41cb755cf53a00de1434d64b
description: Motivate reps by giving them insight into payout rules. Reps learn what deals to focus on at the end of the month or statement period when they see key metrics and data such as quarterly quota and commission. Changes to rule metrics apply to all statements on the same plan.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Add and Edit Payout Rule Metrics

Motivate reps by giving them insight into payout rules. Reps learn what deals to focus on at the end of the month or statement period when they see key metrics and data such as quarterly quota and commission. Changes to rule metrics apply to all statements on the same plan.

### 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">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d64629e78">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d64629e78 ">To edit metrics in a statement:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d64629e78 ">
              <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>Statements: Edit</li>

                <li>Statements: Recalculate</li>

              </ul>
            </td>

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

![Edit a payout rule metric.](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_statement_design_edit_rule_metric.png)

1. From a rep’s statement, click **Edit**.
2. Expand a payout rule and click **Edit Metrics**.
3. Turn on or off rule-specific data points, or search for one to add.
4. Turn on or off **Show Display Name**.
5. Click **Apply**.
6. Drag the card to the location you want.
7. Click **Done Editing**.
8. Recalculate the statement and refresh your browser.
    
    Metrics that weren't used in the commission logic for your plan don’t show any data until you recalculate and refresh. Your statement can take a few minutes to recalculate before you refresh.

#### See Also

- [Hide Empty Metrics from a Rep’s Statement](https://help.salesforce.com/s/articleView?id=sales.spiff_statement_design_hide_if_null.htm&release=264.0.0&type=5 "Simplify the information shown in a statement in Salesforce Spiff so that sales reps and managers can focus on key details. If a statement metric doesn’t produce a value during the statement period, hide the metric so that the resulting statement shows only meaningful values.")
- [Add Tooltip Descriptions to Statement Metrics and Payout Rules](https://help.salesforce.com/s/articleView?id=sales.spiff_statement_design_tooltip.htm&release=264.0.0&type=5 "Help sales reps and managers better understand the information they see in Salesforce Spiff statements, and help Spiff admins deflect and resolve cases more efficiently. Add tooltip descriptions that explain metric tiles, key metrics and data, or obligations table columns. Edit the default, visible descriptions of certain payout rules.")