Sheets and Tables in Salesforce Spiff Designer

Worksheets

Worksheets provide the functionality to create calculations that produce a single output, unlike a datasheet calculation that's applied to rows of filtered data. Worksheets are more structured than Microsoft Excel spreadsheets, as fields have version history and calculations are contextual to the time period, plan, and user selected in Designer.

Worksheet fields have these characteristics.

• Show a single value that applies to a period, rep, and plan.
• Save memory because you can reuse them if the calculation doesn't equate to a different value per opportunity, deal, or line item.
• Support quotas, plan assignments, base rates, and aggregated amounts.

Datasheets

A datasheet is a set of filtered records that originate from your data sources. In a datasheet, create and apply calculations to this data. For example, a filter called ClosedInPeriod returns only opportunities closed by the specified rep in the specified period. When you apply that filter to a datasheet, you can add or create calculations that apply only to the defined set of data.

Datasheet fields have these characteristics.

• Show a different value on each row from a data filter. Create a datasheet field only if the value can change from row to row.
• Support ARR and attainment percentage calculations.

Tip For functions that return a list and not a single value, hover over the cell for a window that shows the number of returned items, the first few items in the list, and an option to copy the list to the clipboard.

Tables

Range tables and lookup tables are common features of many incentive compensation or commission plans. Range tables are most commonly used with accelerators, and lookup tables are frequently used for applying different rates based on product categories or SKUs.

Quota tables outline sales targets within a specific period.