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            Calculate an Average Value in Salesforce Spiff Designer

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            Calculate an Average Value in Salesforce Spiff Designer

            Some companies use averages in commission calculations. For example, companies often pay reps on the average of the total value of the contract, or Annual Contract Value, rather than just the first month's value or the total value. You can create a calculated value for the average in your datasheet based on the value and total duration.

            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 modify a datasheet:

            A Spiff user role with this permission turned on.

            Designer Configuration: Manage

            In this example, calculate the average of the total commission value of a contract.

            1. Find or calculate the total commission value.
              1. If the value is a field in the CRM, make sure that the field is available for use. Hover over the object the field originates from on the Fields tab under Data in Designer. Click the three dots and select Manage Fields.

                A list of fields is available on that object. A checkmark means that the field is already available and can be referenced. If the field isn't checked, click the + button to make the field available for use.

              2. In Plans, go to the datasheet where you want to build the rule calculations and add a column for this field by clicking the + button on the far right column.
              3. Enter the name of the field to show it in the dropdown menu and select it from the list.
                Add a values column to the datasheet.

                The field populates on your datasheet.

                Values column in the datasheet
            2. Find or calculate the total duration.
              • If the CRM has a field for the total contract duration of the deal's contract, you can add that field in the same way you added the total value.
              • If you have a contract start date and a contract end date, you can use the months_to() function. Create a calculated field called TotalContractDuration and enter this formula, which returns the total duration of the contract in months. 
                months_to(Contract_Start_Date__c,Contract_End_Date__c)
            3. Divide the total value by the total duration. Create a new calculated field called AverageContractACV and enter this formula. 
              If(TotalContractDuration=0,0,TCV__c/TotalContractDuration)

              The if() function makes sure that zero is returned if the TotalContractDuration is zero.

              Average Contract ACV calculation

            See Also

             
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