Loading
Help Agent Performance DegradationRead More
Sales Performance Management
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create a Report for Opportunity Commissions

            You are here:

            1. Salesforce Help
            2. Docs
            3. Sales Performance Management

            Create a Report for Opportunity Commissions

            If you have the Salesforce Spiff Commission Admin permission set, create a Salesforce report based on the opportunities with commission data. To help you get started, the Spiff Commission Estimator provides a default custom report type, Opportunities with Spiff Estimated Commission Data.

            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 Salesforce reports: (Salesforce) Report Builder (Lightning Experience)

            Only users with the Spiff Commission Admin permission set can create a report. Users who don't have this permission set can see the custom report type, Opportunities with Spiff Estimated Commission Data, but can't access any of the fields to create a report. Instead, these users can build a commission report in Spiff.

            1. From the App Launcher, go to Reports.
            2. Click New Report and get started with these details.
              Options for creating a report.
              1. In the Category column, select All (1).
              2. For report type, search for Opportunities with Spiff Estimated Commission Data, and select it (2).
              3. In the Details column, click Start Report (3).
            3. To show data from more fields on the Spiff Commission Data custom object, add columns.
              Add columns to the report and refresh the view.
              1. On the Outline tab, select a field from the Add column dropdown (4).
              2. Click Refresh (5).
            4. Optionally, add filters to the report, such as opportunity stage or close date.
            5. Click Save & Run.

            See Also

             
            Loading
            Salesforce Help | Article