---
schema_version: "1"
id: e9dcf29aef54c798c6e17bee2d45e6ef5f0046172216911a2375146f54df1cbe
title: Add Tooltip Descriptions to Statement Metrics and Payout Rules
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_statement_design_tooltip.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_statement_design_tooltip.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e631e9e9b2f32a62c71b865e887f3ca88bf3e28d6418c91de2ff564e803f2d33
description: 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.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Add Tooltip Descriptions to Statement Metrics and Payout Rules

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.

### 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%">
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        <thead class="slds-text-title_caps ">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d92529e78">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d92529e78 ">To edit metrics and payout rules in a statement:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d92529e78 ">
              <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;">Statements: Edit</p>
            </td>

          </tr>
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1. From a rep’s statement, click **Edit**.
2. Add tooltips.
    1. Click the three dots menu in one of these locations and select **Add Tooltip Description**.
        
        - Metric tile at the top of the statement
        - Key Metrics and Data card in a payout rule
        - Obligations table column header
    2. Enter a description, optional link text, and optional link URL, then save your changes.
        
        URLs must be secure and include the http:// or https:// protocol.
3. To edit a payout rule description, scroll to the rule and click the pencil icon next to the rule name.
4. Save your changes and refresh the statement.

Tooltips are visible when you hover over the part of the statement where you added it. Payout rule descriptions appear in a tooltip next to the rule name.

#### See Also

- [Add and Edit Standard and Custom Statement Metrics](https://help.salesforce.com/s/articleView?id=sales.spiff_statement_design_metrics_edit.htm&release=264.0.0&type=5 "Help reps spend more time on sales and less time creating commission spreadsheets when you add useful metrics to their statements. Include standard and custom metrics, rearrange their order, and remove the ones you don’t need. Any calculations that you have previously created in Designer can be used as a metric card. Changes to metric cards apply to all statements on the same plan.")
- [Add and Edit Payout Rule Metrics](https://help.salesforce.com/s/articleView?id=sales.spiff_statement_design_payout_rule_metrics.htm&release=264.0.0&type=5 "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.")