Calculated Fields in Salesforce Spiff Data Filters

When you create a data filter, you can reference any field that Spiff calculates on the same object. A calculated field can be derived from a variety of functions, and you can use standard data filter behaviors with the calculated field.

For example, maybe you have a commission plan where reps are eligible for payment only when their Split Annual Recurring Revenue (ARR) exceeds $20,000. Reps are compensated for only the percentage split of the deal. Even if a rep secures a deal worth $20,000 in ARR and the split percentage is 50%, the rep's eligible Split ARR is $10,000, below the required threshold.

To calculate the Split ARR accurately, create another calculated field, SplitArr.

=SplitPercent*ARR

One option is using a double filter to remove records that the rep isn't paid for. Or, skip the additional filtering step with a calculated field within the data filter.

ClosedInPeriod AND ByRep AND Split_Percent__c != null AND SplitARR >= 20000

In addition, we recommend that you enclose these calculations in sub-data filters.

SplitPercentNotNull = Split_Percent__c != null
SplitARRMoreEqual20000 = SplitARR >= 20000

ClosedInPeriod AND ByRep AND SplitPercentNotNull AND SplitARRMoreEqual20000