---
schema_version: "1"
id: 2c38c1c5177570f1388aa6470391e02af7a7c8ae1018a5d66dfd0eb14fa467f8
title: Accounting for Inter-Period Plan Changes for Reps
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_statements_period_changes.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_statements_period_changes.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5511e82773c42819006cf67e45913fb26a0dcf9d0e610b0763a262c1f5c55789
description: Make sure that reps who transition from one plan to another within a statement period are paid for the plan they were assigned to when the deal closed.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Accounting for Inter-Period Plan Changes for Reps

Make sure that reps who transition from one plan to another within a statement period are paid for the plan they were assigned to when the deal closed.

### 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>

When a rep switches plans at the beginning or end of a statement period, you can use the effective dates on their plan assignment to easily handle these changes. However, if a rep changes plans in the middle of the period, the rep is active on two plans during the period of change. By default, Salesforce Spiff calculates two statements for that period, one for each plan.

To change this behavior, find this default InPeriod data filter.

```
date_between?(CloseDate, BeginningOfPeriod, EndOfPeriod)
```

Then, update the parameters of this filter.

```
date_between?(CloseDate, SalesRep, Worksheet!PlanOrPeriodStartDate, SalesRep_Worksheet!PlanOrPeriodEndDate)
```

You still use the ‌`date_between?()` function in the data filter to compare the CloseDate field to either of these values, based on the PlanOrPeriodStartDate and the PlanOrPeriodEndDate worksheet calculations.

- The Effective As of Date or Effective Until Date
- The statement period start or end date

![Plan or period start date worksheet 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_statement_change_plan_planorperiodstartdate_worksheet.png)

The PlanOrPeriodStartDate calculation on the worksheet says that the CloseDate must be on or after one of the dates that the `if()` function determines. If the Effective As of Date field for a rep isn’t null and that date is on or after the first day of the statement period, use the Effective As of Date to begin listing deals. For example, a rep with an Effective As of Date of January 15 on their plan assignment sees only deals with close dates on or after January 15. The `if()` function's `false` parameter reads `statement_period.start_date`. If the Effective As of Date is empty or falls before the first day of the current period, deals begin listing on or after the first day of the statement period.

![Plan or period end date worksheet 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_statement_change_plan_planorperiodenddate_worksheet.png)

The PlanOrPeriodEndDate calculation does the same thing, but for Effective Until Date values. The CloseDate must be on or before one of dates that the `if()` function determines. If the rep's Effective Until Date isn't null and that date is on or before the last day of the statement period, that date is the last day for qualified deals. For example, a rep with an Effective Until Date of January 14 doesn't see deals in January after that date. The `if()` function's `false` parameter reads `statement_period.end_date`. If the Effective Until Date is empty or falls after the last day of the current period, deals stop listing on the last day of the statement period.