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          Create an Accumulated Variable for a Marginal Payout Function

          Create an Accumulated Variable for a Marginal Payout Function

          Create an accumulated variable for the initial_value argument in the mamount() and mpercent() accelerator functions in Salesforce Spiff.

          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 configure an accumulated variable in Spiff Designer:

          A Spiff user role with this permission turned on.

          Designer Configuration: Manage

          1. In a datasheet, create a calculated field, Accumulated_ARR, and enter the variable that you want to accumulate, ARR__c.
            Accumulated_ARR column in a datasheet
          2. In the right panel, open Accumulation and turn on Accumulated.
          3. Optionally, select Accumulation Filter and Accumulation Sort options.
            Accumulation Filter The data filter for the accumulated variable. Typically, this filter is the same data filter applied to the commission rule. For example, if the datasheet uses the ClosedInPeriod data filter, also use ClosedInPeriod for the accumulation filter. The ClosedInPeriod accumulation filter specifies that accumulation restarts at the beginning of each period.
            Accumulation Sort The value to sort accumulated records by. Sorting by CloseDate accumulates ARR in chronological order. To sort deals that close on the same day, select a different field, such as ID.
            Accumulation Filter and Accumulation Sort values for an accumulated variable
          4. Save your changes.

            The The Accumulated_ARR field accumulates values throughout the period. The last value in chronological order is the sum of all of the ARR__c for the period.

            Accumulated_ARR column in the datasheet, showing accumulated values for the period
          5. Create another calculated field, Previous_ARR, that subtracts the current deal ARR from the accumulated ARR.
            The Accumulated_ARR represents a running total of ARR after each deal is closed. But if you want to know a rep's ARR before a current deal closed, remove the value of the current deal from the accumulation.
            =Accumulated_ARR - ARR__c
            PreviousARR column in the datasheet

            Use PreviousARR for the initial_value argument in the mamount() and mpercent() functions.

           
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