Accumulated Variables in Accelerator Functions

In this example, retired quota determines commission rates. A rep receives a 4% commission for the first $150,000 of ARR closed. That same rep receives an 8% commission rate for the next $100,000 of ARR closed, but the 8% rate doesn’t apply to the initial $150,000 earned.

The rep has already closed $145,000 in ARR and then closes a new $20,000 deal. The $145,000 of previously closed ARR is the initial_value for the mamount() or mpercent() function. Based on the range table, the first $5,000 of the new ARR is allocated to Tier 1 and the remaining $15,000 in ARR is allocated to Tier 2. The initial_value of $145,000 represents an accumulated variable, or the accumulation of ARR for the designated time period.

If you measure quotas or performance quarterly or yearly, but statements are monthly, accumulated variables can help you track deals for a longer time period than your statement.

For example, a monthly statement shows deals closed only in the month by using a data filter such as ClosedByRepInPeriod. If the accumulation occurs quarterly, set the accumulation filter on the accumulated variable to ClosedByRepInQuarter. Only deals in the current month are visible, but the accumulation includes the entire quarter.

Note A quarterly statement period using a ClosedByRepInQuarter data filter can’t have an accumulated variable with a shorter duration than the given period. A ClosedInMonth accumulation filter on a quarterly statement period causes deals in the quarter that are outside the ClosedInMonth filter to show an error.