Loading
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
            Lump-Sum Rule Examples

            You are here:

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

            Lump-Sum Rule Examples

            A lump-sum rule pays out one obligation amount that you define with calculations. The final payout calculation comes from a single cell in a worksheet. Worksheets contain formulas that have a single value, either entered directly or as the result of a formula.

            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

            In this example, a rep's commission is calculated each month by multiplying their monthly attainment by their $4,500 monthly target variable compensation. Assume that the rep has a monthly quota of $20,000 and they’ve closed four deals.

            Showing a rep's deals

            A lump-sum rule doesn't apply a calculation to each item in this filter. Instead, this rule sums the deal amount field to eventually determine the rep's attainment.

            Calculate the rep's sum for the amount closed in the period, TotalDealAmount. The four deals sum 3,000 + 3,000 + 5,000 + 375, which results in $11,375 for the period. 

            =sum(ClosedInPeriod!DealAmount)

            To find the rep's AttainmentPercent, divide the sum by the quota.

            =TotalDealAmount/Quota
            Two functions used to create a lump-sum rule

            Because the rep has a $20,000 quota, $11,375 divided by $20,000 results in 56.9% attainment for the rep that month. To calculate the rep's LumpSumCommission, the input criteria multiplies the attainment by the TargetVariableCompensation value of $4,500. The rep ends up taking home around $2,560.50 for the month.

            =TargetVariableCompensation*AttainmentPercent
            Function for calculating lump-sum commission

            Lump-sum rules are also helpful when you want to provide an incentive when reps exceed a target. For example, when the total annual recurring revenue from renewals that a rep brings in monthly is greater than $15,000, maybe the rep receives a $1,000 bonus.

            Note
            Note When you create a lump-sum rule, the functions and tracing that you select determine which records are shown in statements.
             
            Loading
            Salesforce Help | Article