Adjust Compensation Variances with a Lump-Sum True-Up Rule

A lump-sum true-up rule in Salesforce Spiff helps you adjust compensation if a rep is over- or underpaid in a period.

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 true-up rule:	A Spiff user role with these permissions turned on. Designer Configuration: Manage Statements: Recalculate

User Permissions Needed

To create a true-up rule:

A Spiff user role with these permissions turned on.

Create a YTDEarned calculation, which depends on the commission rule.
- Create a line-by-line commission where each deal earns its own commission. The YTDEarned calculation sums the commission values for a TYD filter, such as =sum(ClosedInYear!NewBookingsPayout_AE).
- Create a lump-sum commission where commission is earned based on overall progress toward a goal, calculated by multiplying attainment by OTE. The YTDEarned calculation multiplies YTDAttainment by the Annual Variable, such as =QuotaAttainmentYTD * AnnualVariable.
Create a YTDPaid calculation that uses the amounts_from() function to find commission amounts from the prior statement periods.
- Handle true-up payout amount at the rule level, True-Up = RuleA_Earned - RuleA_Paid. True-ups at the rule level require the fourth argument in the amounts_from() function to find the payout amounts from a specific rule, rather than from the statement as a whole.
- Handle true-up payout amount at the statement level, True-Up = TotalStatement_Earned - TotalStatement_Paid.
To calculate the true-up rule, create a worksheet calculation with a simple formula.
```
YTD_Earned - YTD_Paid
```
If there aren’t any amounts or statements to reference, recalculate statements chronologically.

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