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Reports and Dashboards in Salesforce Spiff
Salesforce Spiff provides several prebuilt standard reports for individual commission breakdowns, team performance summaries, and time visualization. Spiff also includes custom reports so managers can create their own reports for more strategic incentive compensation insights. Prebuilt dashboards organize all your visual reports and custom reports in one place.
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 |
Reports
Build simplified, custom, and exportable tables of the data that lives within Spiff. Unlike the default statement export, custom reports let you control what data comes out of Spiff. You can choose which fields, calculations, and metrics to include in the report.
For a list of currently created custom reports, click Reports on the Reporting tab.
The Custom Reports tab shows a table of available custom reports. Filter the reports in the list by All Reports or My Reports, which shows only reports created by you.
You can complete these actions for custom reports.
- Preview and customize reports before you export them.
- Add and remove columns.
- Filter reports by plan, team, period, or rep. In an Obligation report, filter by rule.
- Pin, sort, and filter columns.
- Group rows.
- Pivot to aggregate numerical data.
- Share reports with admins and managers.
- Download reports.
Dashboards
Dashboards help admins drive operational excellence within their sales organization. You don’t need to find different report types to download or access the data you want. Instead, you can group all reports that apply to a team or plan into one dashboard for quick access.
To see your dashboards, click Dashboards on the Reporting tab.
- Obligation Reports and Statement Reports
The statement report provides a general overview of your data in Salesforce Spiff. The obligation report shows a more detailed look at specific obligations. You can add any field or calculation shown in a statement or used in Spiff logic to these reports. - Considerations for Creating and Managing Reports in Salesforce Spiff
Reports in Salesforce Spiff can have gaps and performance issues due to frozen statements, the amount of data you're working with, and the rules you're using. - Connector Fields and Calculations in Salesforce Spiff Reports
When you’re using connector fields or calculations in Salesforce Spiff reports, encapsulate each those items in their own calculated field. - Create and Customize a Custom Table Report in Salesforce Spiff
After you create a table report in Salesforce Spiff, customize its display. - Columns and Filters Options for Table Reports in Salesforce Spiff
After you create a custom table report, use the Columns and Filters ribbon for additional options. Group records by a selected column, and aggregate numerical column data with pivots. - Show Currency Codes in a Report in Salesforce Spiff
When you add a currency column to a report in Salesforce Spiff, by default the report doesn’t show the currency code. You can add the currency code for the Commission Amount column in statement reports and obligation reports. - Requirements for Sharing Reports and Dashboards in Salesforce Spiff
Some roles in Salesforce Spiff have permission to view, edit, and share custom reports and dashboards. - Add a Designer Field or Calculation to a Report in Salesforce Spiff
Reports in Salesforce Spiff are generated from fields and metrics used in plan statements or commission logic. Designer fields or calculations not used in statements or commission logic aren't available for reports by default. To show one of these fields in a report, add the field to the payout rule that calculates commission. - Add Currency Conversion Rates to Reports in Salesforce Spiff
To show currency conversion rates in a report in Salesforce Spiff, create a calculation that shows the conversion. Make sure that you know the exact conversion rate, typically from your company's currency to another specific currency. You can include the calculation in a reporting field or visible field for statements and reports. - Standard Reports in Salesforce Spiff
Help users in Salesforce Spiff visually compare commission metrics of their reps. Export, share, or save visual reports. - Create a Custom Visual Report in Salesforce Spiff
You can create your own line or bar graph for any calculation you want to explain visually in Salesforce Spiff. For example, create a visual report in the Leaderboard format for a worksheet calculation that's shown as a metric card on a rep statement. - Include Freeze Status in Custom Reports in Salesforce Spiff
In custom statement reports or obligation reports in Salesforce Spiff, show a time stamp for when statements were frozen and include the name of the user who froze them. - Audit Report for Obligations in Salesforce Spiff
Gather all the essential data you need to audit obligations in Salesforce Spiff with the Audit Report template. The report includes the frozen status of obligation lines, the last calculation time stamp, statement error date, and more. Add columns from the Audit Report template to any custom obligation report. You can also customize the template by adding any field available in a typical obligation report. - Create a Payroll Report in Salesforce Spiff
Ensure accurate and efficient reporting of payroll data for each rep in Salesforce Spiff. Automate the payroll process and make payroll data readily available for every custom report. - 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. - API Reports and Salesforce Spiff Reporting API
Integrate Salesforce Spiff commission data with other systems, such as automated payroll or analytics tools. Create a custom report that's accessible by Salesforce Spiff Reporting API endpoints, which you can use to export and download the report for use with other systems. To get started, set up the report in Spiff, generate a Client ID and Client Secret for API access, and generate an OAuth 2.0 bearer token with those credentials. - Create and Customize a Dashboard in Salesforce Spiff
Create a custom dashboard that groups your favorite visual reports and custom reports in Salesforce Spiff. For example, group all reports that apply to a team or plan. - Set Up the Leader Dashboard in Salesforce Spiff
Show sales managers their teams' performance at a glance with the default Leader Dashboard in Salesforce Spiff. To get started, turn on the dashboard from Spiff company settings. Then, create a quota amount calculation and quota attainment calculation in your plan commission logic.
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