Add Emoji and Messages to Quota Performance

Provide more information to reps about their performance against quota with emoji and messages. Motivate reps to reach their quotas by displaying the amount required to reach the quota, accompanied by a special congratulatory message upon achievement.

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 summary calculations:	A Spiff user role with this permission turned on. Designer Configuration: Manage

User Permissions Needed

To create summary calculations:

A Spiff user role with this permission turned on.

Designer Configuration: Manage

To add emoji and messages to performance against quota, incorporate a few additional summary calculations into your rule.

Examples of performance against quotas with emoji and messages

Include the quota performance calculation, which involves substracting the quota currently achieved from the total quota.
In this example, the QuarterOfAnnualQuota is subtracted from the QuarterlyARR to determine the remaining amount the representative must achieve during the rest of the quarter.
```
QuarterOfAnnualQuota - QuarterlyARR
```
Include the attainment summary calculation, which is shown on the rep's statement.
In this example, if the quota currently achieved is less than the total quota, the statement shows an Under Quota message. If the quota currently achieved exceeds the total quota, the statement shows a Quota Hit message.
```
if(QuarterlyARR < QuarterOfAnnualQuota, EnterpriseAEUnderQuotaMessage, EnterpriseAEQuotaHitMessage)
```
Create the Under Quota message with the concat functio, which combines text and numbers into a unified text string.
Include the quota performance summary calculation and append the emoji and words you want at the end. To maintain clarity and proper formatting, separate the emoji and words with commas and enclose them in parentheses. With the round function, simplify the quota performance calculation to two decimal places.
```
concat([round(EnterpriseAEQuotaPerformance, 2), "left", "⏳"])
```
Create the Quota Hit message with the concat function.
You don’t have to incorporate another field that includes an amount. Add emoji and words you want, separate them with commas, and enclose them in parentheses.
```
concat(["Quota Hit","🏆")
```
Add the attainment calculation as a metric card in the statement.

The appropriate message appears depending on whether the rep is under quota or has achieved quota.