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            Default Top-Level Metrics in a Rep's Statement

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            Default Top-Level Metrics in a Rep's Statement

            At the top of a rep's statement in Salesforce Spiff, the Total Commissions, Commission Trend, and Commission Breakdown metrics are available by default.

            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

            Total Commissions

            A rep's statement lists the total commission amount for the period, which is the result of adding the commission totals of each payout rule. The number also includes any manual adjustments or manual draws. The statement shows when it was most recently calculated, so reps and admins can see how up-to-date the information is. Admins can recalculate an individual statement manually or kick off a global resync to recalculate all unfrozen statements if the Last Calculated timestamp is not as recent as expected.

            Commission Trend

            The Commission Trend metric shows a rolling total for the most recent 12-month commission amount. This value isn't a year-to-date or fiscal year-to-date total. This metric is useful if your company uses monthly statement periods, but it can’t be customized for other statement period cadences. If your statement periods aren’t a standard monthly cadence, we recommend removing this metric to avoid confusion with reps

            Commission Breakdown

            The Commission Breakdown metric helps reps and admins visualize each payout rule's percentage, with respect to the total commission amount for the period. Hovering over any section shows a link to the corresponding rule in the statement's Payout Rules section. This metric is most useful for plans that have more than one payout rule.

             
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