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Statements in Salesforce Spiff
Sales reps track their individual commissions from a certain time period on statements, which shows details about metrics and payout rules used for calculating commissions. Admins can also view, analyze, and manage 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 |
- Rep View of a Statement in Salesforce Spiff
Statements are specific to plans, and every rep on the plan sees the same information layout in their statements. If a rep has multiple plan assignments, they select a plan before they can view the statement for that plan. - Admin View of a Rep Statement in Salesforce Spiff
The admin's view of a rep's statement is very similar to what the rep sees. However, the admin's view includes functionalities not available to the rep. - Creating and Deleting Statements in Salesforce Spiff
You don't manually create or delete statements in Salesforce Spiff. Instead, a nightly automated job creates and deletes statements based on changes in plan assignments, statement periods, user mappings, user records, and team automation. - Commissions Summary Page in Salesforce Spiff
The Commissions Summary page is the landing page for admins upon login. The page shows an overview of all commission statements for the period and provides tools for reviewing, recalculating, syncing, and analyzing commission statements. - Freezing and Unfreezing Statements
Freezing statements locks the commission statements and prevents future recalculations from affecting the shown amount or fields. You can freeze individual statements, bulk-freeze multiple statements, and set up automatic statement freezing. - Recalculating Commission Statements
After a data import or change in plans or commission logic, you can manually recalculate individual or all unfrozen statements to get accurate commission amounts. - Considerations for Statement Period Management
Create, rename, and delete statement periods, and manage automatic freeze and generation of statement periods. - Accounting for Inter-Period Plan Changes for Reps
Make sure that reps who transition from one plan to another within a statement period are paid for the plan they were assigned to when the deal closed. - Make Manual Adjustments and Manual Draws in Statements
Make manual adjustments or add draws to any rep statement. Both manual adjustments and draws don’t tie back to any specific opportunity and they don’t count towards quota attainment, and multiple adjustments/draws will display a single sum in reports. Manual adjustments and manual draws are best used for one-time, top-level adjustments to a commission statement total. - Managing Commission Statement Approvals
Some states and municipalities require companies to have a rep approval process for commissionable wages. Some larger companies want to add security in addition to compliance by defining the approval route to prevent system abuse, institute controls, and reduce risk. In Salesforce Spiff, request statement approvals manually or set up an automatic process for end-of-period statement approvals. - 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. - Adjust Payout Rule Display in a Rep’s Statement
To make sure that reps stay focused on the most important data, you as an admin can change the display of the Payout Rules section of the rep’s statement. Adjust the displayed metrics, the order in which metrics appear, and the columns in the Obligations table. - Overwriting Rep Statements
Change the value of a CRM field in Salesforce Spiff. An admin can overwrite a calculation or data contained in a rep’s statement. An admin can change the information from the statement itself or from the Data Sources page. - Exclude Specific Deals from a Statement
In some cases, you want to exclude specific deals from a rep's statement. You can use plan assignments to designate the excluded opportunities. - Solve Data Drift Issues in a Rep's Statement with Historical Data
Data that changes over time causes data drift. For example, an opportunity that changed ownership as it moves through different stages can show up in a rep's data filter in Q1 but not in Q2. Salesforce Spiff administrators sometimes need to know the commission value from a previous period, such as how much a rep earned on new deals three months ago. Because of data drift, that value can be different now than it was when the commission statement was first calculated. To overcome this issue and look up past commission statement and payout rule values, use theamounts_fromfunction. - Capture Trace View in Salesforce Spiff
Admins and reps in Salesforce Spiff can visualize how metrics, rule totals, and deal amounts are calculated in statements. In trace view, also called Capture Trace, users can click into a highlighted item and view more details. Tracing calculations in Spiff helps you debug calculations, test new calculations, provide transparency, or conduct an audit. Admins can turn off trace for some items in Designer. - Ticket Management for Statements in Salesforce Spiff
Resolve reps' statement and obligation issues with a built-in ticket management system in Salesforce Spiff. You can also integrate an external ticket management system. - Customizing Statements in Salesforce Spiff
Admins can customize the information shown in rep statements in Salesforce Spiff. Modify the metrics that are included in statements, change display names, freeze columns and adjust column widths on payout rule tables, and add some fun to the experience with emojis. Every rep on the same plan has the same statement layout, so editing a statement for a rep applies changes to everyone on the plan.
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