Sum Team Totals for All Managers in Salesforce Spiff

Build a calculation that sums team totals for all managers and displays the sum on the manager’s statement.

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 data filters and worksheet calculations:

A Spiff user role with this permission turned on.

Designer Configuration: Manage

  1. Create an AllUsers data filter on the User object.
    Creating a data filter on the User object
  2. Create a calculation on the User object that returns one team for each team lead.
    TeamObjectsByUser = choose(1, direct_manager_of(id))
  3. Create a calculation on the User object that returns a string of userIds on a leads team.
    UsersInTeamByLead = iferror(concat([transform_list(users_in_team(TeamObjectsByUser), Id)]), "N/A")
  4. Create a worksheet calculation on users that sums an amount by team.
    SumTeamAmount = sumif(YourDealLevelDataFilter, contains(UsersInTeamByLead, OwnerId), ARR)
  5. Create a worksheet calculation that returns a list of only team lead IDs.
    TeamLeadIds = transform_list(filter(AllUsers, UsersInTeamByLead != "N/A"), Id)
  6. Create a users data filter that returns only team leads.
    TeamLeadsDataFilter = contains(TeamLeadIds, Id)
  7. Create a payout rule with a datasheet by using the team leads data filter.
    Statement showing a team's totals