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Add a Designer Field or Calculation to a Report in Salesforce Spiff
Reports in Salesforce Spiff are generated from fields and metrics used in plan statements or commission logic. Designer fields or calculations not used in statements or commission logic aren't available for reports by default. To show one of these fields in a report, add the field to the payout rule that calculates commission.
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 add a Designer field or calculation to a report: | A Spiff user role with these permissions turned on.
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When you create a report in Spiff, the Data Status indicator shows the availability of each field.
| Data Status | Description |
|---|---|
| Healthy | Data is populated for all or most fields. |
| Okay | Data is populated for some but not all fields. |
| Bad | Data isn't populated for most fields. |
| Empty | Data isn't populated for any field. |
| Unknown | Data status isn't determined for any field. |
If a field's status is Empty or Unknown and you don’t want to add it to a statement, you can add the field to commission logic so that it's available for reporting. Add the field to a payout rule, and make sure that you don't affect the commission value. The way that you add the field depends on the whether the payout rule is a line-by-line rule or a lump-sum rule.
The field must have a calculation that uses the metric you want to show in the logic, but make sure that the calculation doesn't affect payout amounts. Some payout rule calculations already have similar fields, called ReportingFields, ShowFields, VisibleFields, or FieldsToShow.
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To check whether the payout rule is line-by-line or lump-sum, go to the payout rule in Designer. On the Plan page, hover over the Payout Amount for the rule, and click the highlighted text to open the datasheet or worksheet where the payout amount field was created.
- If the payout amount is on a datasheet, the rule is line-by-line.
- If the payout amount is on a worksheet, the rule is lump-sum.
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Create a calculation in the datasheet or worksheet.
- If the rule is line-by-line, create a datasheet field on the first level of the rule.
- If the rule is lump-sum, create a worksheet calculation on the first level of the formula.
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Add the calculation to the end of the payout rule formula.
When creating a report field for a lump-sum rule, make sure that the field is derived from a worksheet calculation on the same worksheet where the lump-sum rule's final payout amount is generated.
- Hover over the new calculation formula and select New Field.
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Add your metric to the calculation, and make sure that the calculation always returns zero so that it doesn't affect the payout amount.
=if(MakingFieldsAvailableOnReports_Worksheet!TeamTotalARRInPeriod, 0, 0) - Add other fields or worksheet calculations.
- Recalculate all unfrozen statements.
Even if the field isn’t visible on the statement, the statement must be calculated with the reporting fields as part of the commission calculation.
Frozen statements don’t include any new fields because they aren't recalculated.
