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            Calculate a Line-By-Line or Lump-Sum Rule

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            Calculate a Line-By-Line or Lump-Sum Rule

            After adding a rule to a plan page, calculate the rule and view it on the rep statement.

            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 calculate a rule:

            A Spiff user role with these permissions turned on.

            • Designer Configuration: Manage
            • Statements: Recalculate
            1. In Designer, click Calculate.
            2. Select the period, plan, and rep that the rule applies to and click Calculate.

              Selecting all periods, plans, or reps can extend processing time.

              When the calculation process is finished, the Calculate button changes to green and shows Complete. Detailed statement calculation information appears, such as the number of statements that were successfully calculated and any statements with errors.

            3. View the rule on a rep's statement.
              1. Exit Designer.
              2. On the commissions page, select the period where you applied the rule.

                The rule appears next to the rep where the rule was calculated.

             
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