---
schema_version: "1"
id: c4d5a89c07704dda94b65945e64b3551e4591b2e780dca98dc5dab75cb837acc
title: Considerations for Statement Period Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_statements_period.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_statements_period.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0fee75b946b72204082735bdef556da59a5a0743f6c6cffaa5f0cb4098d1ccc0
description: Create, rename, and delete statement periods, and manage automatic freeze and generation of statement periods.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Considerations for Statement Period Management

Create, rename, and delete statement periods, and manage automatic freeze and generation of statement periods.

### 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>

To access these options, go to Settings From the Admin menu and select **Statement Period Management**.

![Options for managing statement periods](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_period_management_page.png)

## Automatic Statement Period Freeze

Manage the performance of statement recalculations when data is synced. Turn on **Automatic Statement Period Freeze**, which helps ensure that only current period statements are recalculated during a resync. You can unfreeze statements later from the Comissions page. See [Freezing and Unfreezing Statements](https://help.salesforce.com/s/articleView?id=sales.spiff_statements_freeze.htm&release=264.0.0&type=5 "Freezing statements locks the commission statements and prevents future recalculations from affecting the shown amount or fields. You can freeze individual statements, bulk-freeze multiple statements, and set up automatic statement freezing.").

If this option is turned off and you don't freeze statements manually, a resync of data can change statements. Any unfrozen commission statements can change for all users and all periods. Depending on your number of reps and unfrozen statements, the resync can take a long time.

## Automatic Statement Periods

Statements are generated automatically, and you can specify whether statement periods are also generated automatically.

To provide a smoother, more efficient experience for reps when they view statements, turn on **Automatic Statement Periods**. When this option is turned on, Spiff generates statement periods based on a schedule that you specify, such as weekly or monthly.

When this option is turned off, you must create each statement period manually. Reps can’t view statements for any periods that haven’t been added manually.

## Impact of Changing a Statement Period Schedule

If you change a statement period schedule, you must delete all statement periods. To delete a statement period, click the trash icon. Deleting a statement period also deletes all previous statements, including frozen statements, and any attached data such as adjustments, draws, and tickets. You can’t undo the deletion of statement periods. After you delete all statement periods, you can specify a new schedule.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/images/icon_note.png)

Note Deleting a statement period doesn't prevent it from being recreated if, upon recalculation, there are active plan assignments within that timeframe and the Automatic Statement Periods option is turned on.

All changes to a statement period are recorded in the System Activity Log.