Visualizing the trending performance of commission statements over specific periods, such as months, quarters, or years, is crucial for data-driven decision-making. Incorporating emoji and creative visuals can enhance the presentation of performance stories, making them more engaging and insightful.
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 metric: |
A Spiff user role with this permission turned on. Designer Configuration: Manage |
With the availability of the current quota attainment and the desired quota
within your rule, incorporating a quota trend is a straightforward process that uses
an if function.
In this example, use the QuarterlyARR as the quota currently achieved and the QuarterOfAnnualQuota as the total quota. If the quota currently achieved is greater than the total quota, the statement shows that you’re trending above quota. Otherwise, it indicates that you’re trending below quota.
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To create a metric card that indicates whether a rep is trending above or below quota, create a summary calculation that uses an
iffunction.Make sure that the emoji and messages are displayed as intended and enclose them in quotation marks within the formula. You can customize the emoji and language according to your preferences.if(QuarterlyARR > QuarterOfAnnualQuota,"✅ Trending Above Quota","🔻 Trending Below Quota")
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Add the calculation as a metric card in the statement.
The card automatically generates the appropriate message based on whether the representative is trending above or below their quota for the specified period. The emoji message provides a clear indication of the representative's performance in relation to their quota and facilitates easy tracking of their progress.
