Create a Meeting Count Payout Rule

Help reps earn commissions for a specific number of meetings.

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 a meeting count rule:	A Spiff user role with these permissions turned on. Designer Configuration: Manage Quotas: Edit

User Permissions Needed

To create a meeting count rule:

A Spiff user role with these permissions turned on.

Designer Configuration: Manage
Quotas: Edit

In this example, the rep receives monthly compensation, so you identify meetings by rep and period.

In Designer, create a data filter and sub-data filters.
1. Create a data filter named MeetingsBySDRInPeriod, based on the Meeting object.
  This filter references two sub-data filters that you create next.
```
MeetingsBySDR AND SDRMeetingsInPeriod
```
2. Create one of the sub-data filters, MeetingsBySDR, that matches each rep's ID to a field that indicates ownership of the meeting. Name the field SDR_Id.
```
SDR_Id = rep.Id
```
3. Create the other sub-data filter, SDRMeetingsinPeriod, hat confirms the meeting occurred within the payout period. Enter the date_between? function, which places the Meeting_Date field within the specified statement period.
```
date_between?(Meeting_Date, statement_period.start_date, end_of_period(statement_period.end_date))
```
Create quota tables.
1. Create a quota table, SDRMeetingCountQuota, with quota values, such as 20 meetings per month, that use the number format for the meeting counter.
2. Create another quota table, SDRMonthlyTargetVariable, that specifies the target variable compensation values, which represents the amount that reps are paid if they meet their quota.
Create the SDRMeetingCountAttainmentInPeriod calculation.
1. Create a datasheet, MeetingsBySDRInPeriod_SimpleMeetingCountRuleExample, and include Meeting_Date.
2. To determine the meeting count, apply the count function to the MeetingsBySDRInPeriod data filter.
3. To determine attainment, divide the meeting count by the quota.
Create a worksheet, SimpleMeetingCountRuleExample_Worksheet, and add worksheet calculations.
1. Create a worksheet calculation, SDRMeetingCountInPeriod, that determines the total count of meetings by the SDR within the period.
```
=count(MeetingBySDRInPeriod_SimpleMeetingCountRuleExample!Meeting_Date)
```
2. Create a worksheet calculation, SDRMeetingCountQuota, that references the SDRMeetingCountQuota quota table.
```
=quota("SDRMeetingCountQuota")
```
3. Create a worksheet calculation, SDRMeetingCountTargetVariable, that references the SDRMonthlyTargetVariable quota table.
```
=quota("SDRMonthlyTargetVariable")
```
4. Create the final payout rule calculation, Payout_SimpleMeetingCountRuleExample, that multiplies the attainment by the target variable compensation.
  In this example, the attainment calculation represents 75% of the target variable.
```
=SDRMeetingCountTargetVariable * SDRMeetingCountAttainmentInPeriod
```