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            Quarterly Payout Rule Examples

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            Quarterly Payout Rule Examples

            Sometimes you want to pay commission to an employee but only at a certain time, such as at the end of a quarter. If you have monthly statement periods, you can use Salesforce Spiff date functions to pay out at a time you choose.

            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

            Dynamic Dates

            The end_of_quarter() function returns the last day of the quarter for a hard-coded date. For example, if you pass February 5 as the date to this function, the return value is March 31.

            Instead of a hard-coded date, we recommend using dynamic dates, such as the end date of a statement period.

            =end_of_quarter(statement_period.end_of_date)

            With a dynamic date, the function continues to work regardless of the specific period being calculated. For example, a statement period of April returns an end of quarter date of June 30. You can avoid updating your logic every quarter.

            Calculating End of Quarter

            A summary calculation on a worksheet determines whether the current statement period is the last period of the quarter.

            =statement_period.end_date = end_of_quarter(statement_period.end_date)

            If the statement period is March, June, September, and December, the summary calculation returns true. Otherwise, the summary calculation returns false.

            To make sure that the rule pays out only at the end of a quarter, add an if statement in the calculation. The rule results in any commission being multiplied by zero unless it is the last period of the quarter. The TotalDealAmountInPeriod still gets calculated, but commission gets paid only when you want it to.

            =if(IsEndOfQuarter, 1, 0) * TotalDealAmountInPeriod * 10%

            Or, structure the rule where the first argument of the if function determines whether the current statement period end date matches the end of the quarter. In ‌periods where the argument is true, the rule pays out the commission you define in your payout variable. In ‌periods where the argument is false, the rule pays out zero. The BonusPayout gets calculated only for the end-of-quarter months, and reps can’t trace through the calculation unless it is the last month of the quarter.

            =if(IsEndOfQuarter, TotalDealAmountInPeriod * 10%, 0)
             
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