Create a Custom Metric for the Aggregated Value Needed to Reach the Next Accelerator
Tier
Boost motivation by showing reps how close they are to the next accelerator level. Create a custom metric that displays this information on their statements.
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 custom metric:
A Spiff user role with these permissions turned on.
Designer Configuration: Manage
Designer Range Tables: Manage
In your range table, add a column named BottomOfNextTier
that calculates accelerators.
You can also build a new range table specifically for this purpose.
Create a worksheet calculation named ARRToNextTier and add this formula, where AttainmentPercent is a worksheet calculation for the sum total or aggregation of all ARR or QuotaAmount.
To avoid an error when the rep has maxed out their tiers, wrap part of the formula with an if function that returns 0 instead of a negative ARR value.
In the rep's statement, add the new custom metric.
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