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Create a Marginal Payout Rule for an Accelerator
Create a simple line-by-line marginal payout rule based on a range table 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 create a marginal payout rule for an accelerator: | A Spiff user role with these permissions turned on.
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In Plans, create a folder for the marginal payout rule.
We recommend that you save all the items related to this rule in a convenient, shared location.
- Create the range table according to your commission payout scenario.
- Create a data filter that determines which deals the calculation applies to, or use a prebuilt data filter, such as ClosedInPeriod.
- Create a datasheet in the same rule folder as the range table, specify an object and select the data filter you created, and add required fields.
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In the datasheet, add a calculated field that uses the
mpercent()function to return the commission rate.See mpercent. - In the datasheet, add columns for the accumulated ARR and the ARR amount before the deal closed, and turn on Accumulated in the right panel.
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Optionally, create an accumulated variable for the
mpercent()function's initial_value argument. - In the datasheet, add a Commission column that multiplies the calculated rate by the ARR.
- Add a payout rule to a plan. Name the rule and select the field for the commission amount.
- Calculate the statement.
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