You are here:
quotas
Returns a list of quota values from a quota table in Salesforce Spiff. The quota values are for a specific user in a specific time period.
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 |
Syntax
quotas(users_or_users, quota_name, start_date, end_date)Arguments
| Argument | Required? | Description |
|---|---|---|
| user or users | Optional | The user or list of users to return quota values for.
|
| quota_name | Optional | The name of a quota from a quota table, enclosed in double quotes. This argument updates automatically when the name of the quota table changes. To specify a list of multiple quota tables, enclose the list in brackets with comma-separated values. |
| start_date | Optional | The lower bound of the date range to get quota values for. This argument supports any date functions. To specify a date as a string in YYYY-MM-DD format, use the date() function and enclose the string in double quotes. |
| end_date | Optional | The upper bound of the date range to get quota values for. This argument supports any date functions. To specify a date as a string in YYYY-MM-DD format, use the date() function and enclose the string in double quotes. |
Considerations
Combine the sum() function with the quotas() function so you can sum a list of quota values.
Examples
Return quota values for a specific user, Teresa Lee. Create a data filter on the User object that contains only the rep, and use the single() function within the quotas() function to select the user from the data filter's list.
=quotas(single(TeresaLee), "CorporateAEQuarterlyQuota")Return quota values for the current rep for the calendar year.
=quotas(rep, "CorporateAEQuarterlyQuota", beginning_of_year(statement_period.start_date), end_of_year(statement_period.end_date))Return values for all users from multiple quota tables.
quotas(null, ["CorporateAE", "EnterpriseAE"])Return values for the current rep for the current quarter.
quotas(rep, "CorporateAE", beginning_of_quarter(statement_period.start_date), end_of_quarter(statement_period.end_date))Return quarter-to-date quota values.
quotas(rep, "CorporateAE", beginning_of_quarter(statement_period.start_date), statement_period.end_date)Sum quotas in the fiscal year.
=sum(quotas(rep, "CorporateAE", StartOfFiscalYear, EndOfFiscalYear), amount)Sum all team member quotas.
TeamManaged =choose(1, direct_manager_of(BeginningOfPeriod, EndOfPeriod))
UsersInManagedTeam =users_in_team(TeamManaged, BeginningOfPeriod, EndOfPeriod)
SumTeamQuotas =sum(quotas(UsersInManagedTeam, "QuotaTable", BeginningOfPeriod, EndOfPeriod), amount)Sum team member quotas in different currencies.
sum(quotas(members("team"), "QuotaTable", beginning_of_quarter(statement_period.start_date), end_of_quarter(statement_period.end_date)), convert_currency(amount, "USD", statement_period.start_date))