---
schema_version: "1"
id: 74fa7867eccda1ccf1c5fcce39c7593f3f6c5a544d65caca914d7f60b993d32e
title: Exclude Specific Deals from a Statement
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_statements_exclude.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_statements_exclude.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9f7b627c5dfbe526317d86d61872a1017333acf2955ab459d881bbe47c38a022
description: In some cases, you want to exclude specific deals from a rep's statement. You can use plan assignments to designate the excluded opportunities.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Exclude Specific Deals from a Statement

In some cases, you want to exclude specific deals from a rep's statement. You can use plan assignments to designate the excluded opportunities.

### 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="d34310e78">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d34310e78 ">To create a plan assignment and edit worksheet calculations:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d34310e78 ">
              <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>Designer Configuration: Manage</li>

                <li>Plan Assignments: Edit</li>

              </ul>
            </td>

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

For example, maybe your company has a rule where a rep is paid for any team deal that closes if the rep is a part of that team, but a rep who joins the team after the deal closed isn't paid. This filter formula determines eligibility.

```
InvoicePaidInPeriod AND ClosedPriorToFY25 AND IsEligibleEmployee
```

In this example, IsEligibleEmployee is defined as `plan_assignment.effective_as_of ≤ CloseDate`, where `plan_assignment.effective_as_of` is the rep's Effective As of Date on the plan.

If deals close in the month a new employee onboards, the new employee isn't eligible to be paid on the large team deal, but is eligible for all other deals.

1. Create a plan assignment.
    1. From the Admin menu, select **Settings** and then select **Plan Assignments**.
    2. Click **Add Custom Field**.
    3. Name the field ExcludedOpportunities.
    4. Add a description of the field.
    5. For the Field Type, select **String**.
    6. Save your changes.
2. Enter the plan assignment values.
    1. In the Plans tab, select the plan.
    2. Click **Edit**.
    3. In the row for the rep, go to the ExcludedOpportunities column and enter values.
        
        In this example, you want the filter to exclude the specified deal IDs from the rep's deals.
3. Create a worksheet calculation that returns the Plan Assignment field.
    1. In Designer, open a worksheet and add a field for the plan assignment.
        
        ```
        =plan_assignment.ExcludedOpportunities
        ```
        
        ![Worksheet field for plan assignment](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_statements_exclude_deal_plan_assign_worksheet_calc.png)
    2. Add a field that references the plan assignment calculation.
        
        ```
        =text_to_list(ifnull(ExcludedOpportunities,"0"),",")
        ```
        
        ![Worksheet field referencing the plan assignment calculation](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_statements_exclude_deal_plan_assign_worksheet_calc2.png)
        
        This function handles null values and converts the result to an array.
4. Adjust the Data Filter to exclude the values in the worksheet calculation.
    
    ```
    AND !contains(Worksheet1!ArrayExcludedOpportunities,Id)
    ```
    
    ![Updated data filter](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_statements_exclude_deal_plan_assign_filter.png)