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            Create a Year-to-Date Commission Calculation in Salesforce Spiff

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            Create a Year-to-Date Commission Calculation in Salesforce Spiff

            Create a calculation that generates a report on the year-to-date (YTD) commission default metric card in a Salesforce Spiff custom report. You can also use this calculation to show the fiscal year YTD commissions as a metric card.

            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 worksheet calculations:

            A Spiff user role with this permission turned on.

            Designer Configuration: Manage
            1. Create a worksheet calculation, YTDCommissionsUpToPreviousPeriod, that calculates the full year except for the current statement period. 
              =amounts_from(beginning_of_year(BeginningOfPeriod), days_ago(BeginningOfPeriod, 1), plan_name)
            2. To identify the calculation from each payout amount on the plan, go to the Plans page, hover over each active payout rule, and identify the calculation name.
            3. To open the worksheet or datasheet with the calculation, click the payout value.
            4. Create a CurrentPeriodCommission calculation for the amount for the current statement period.
              • For a datasheet, create a sum() calculation that aggregates all payouts from each deal.
              • For a worksheet, you can reference the existing calculation.
            5. Create the YTDCommission calculation by combining the YTDCommissionsUpToPreviousPeriod and CurrentPeriodCommission calculations.

            See Also

             
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