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            Create a What-If? Rule

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            Create a What-If? Rule

            Motivate reps to close deals with What-If? rules. Show reps potential commission earnings when they meet the criteria you define in your data filter. For example, let reps see the commission they can earn if they close all pipeline deals for the period.

            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 What-If? rule:

            A Spiff user role with this permission turned on.

            Designer Configuration: Manage
            Note
            Note What-If? rule amounts don’t affect a rep’s commission total.
            1. In Designer, create a data filter that determines which records to include, such as a specific deal stage or date range. 
              PendingClosure AND ByRep AND NewType AND EffectiveDates
              Data filter for what-if rule
            2. Create a datasheet to calculate the commission amount. For payout rules where the rep earns commission deal-by-deal or line-by-line, select the data filter you created from the right panel.
              Selecting the data filter applies the formula you define to only the records that meet the parameters of the data filter.
            3. Enter the formula that calculates PendingCommissionPayout, the potential commission the rep is paid if the deals close. 
              =ARR*PendingRate
              Formula for what-if rule
            4. On the plan where you want to add the What-If? rule, click New Payout Rule.
            5. Name your payout rule and add the field that the payout amount is coming from.
            6. With the correct payout rule selected, turn on What-If?.
             
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