Create a calculation that generates a report on the year-to-date (YTD) commission default metric card in a Salesforce Spiff custom report. You can also use this calculation to show the fiscal year YTD commissions as a metric card.
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 worksheet calculations: |
A Spiff user role with this permission turned on. Designer Configuration: Manage |
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Create a worksheet calculation, YTDCommissionsUpToPreviousPeriod, that calculates the full year except for the current statement period.
=amounts_from(beginning_of_year(BeginningOfPeriod), days_ago(BeginningOfPeriod, 1), plan_name) - To identify the calculation from each payout amount on the plan, go to the Plans page, hover over each active payout rule, and identify the calculation name.
- To open the worksheet or datasheet with the calculation, click the payout value.
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Create a CurrentPeriodCommission calculation for the amount for the current statement period.
- For a datasheet, create a
sum()calculation that aggregates all payouts from each deal. - For a worksheet, you can reference the existing calculation.
- For a datasheet, create a
- Create the YTDCommission calculation by combining the YTDCommissionsUpToPreviousPeriod and CurrentPeriodCommission calculations.