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            Create a Rollup Filter of Team Deals

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            Create a Rollup Filter of Team Deals

            Manager commission plans in Salesforce Spiff often include rollups for business metrics such as revenue, gross profit, and number of deals closed. A manager can receive commission on the sum of the revenue closed by the team. Some companies refer to this kind of rollup as an override plan, where a manager receives an override on the performance of their team.

            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 rollup filter:

            A Spiff user role with this permission turned on.

            Designer Configuration: Manage
            1. In Designer, click Data and then Filters.
            2. Hover over the object or table that contains the records or deals that you want to roll up to a manager, click the three dots, and select New Rollup Filter.
            3. Select how you want to credit the rollup and click Next.
            4. Save your changes.
            5. Enter a name, selecting matching deals, and select a time period.
            6. Apply the filter to a datasheet.

              For example, the ClosedByTeamInPeriod filter combines the ByTeam rollup filter with other filters to return all deals closed by a team in the period. Select the ClosedByTeamInPeriod filter on a datasheet.

              Team deals rollup filter
            7. Create a rule based on the datasheet, or reference the datasheet in worksheet calculations for attainment, team sales, or counting team deals.
              Team deals rollup filter in a datasheet
             
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