Skapa en beräkning som skapar en rapport om provisionens standardmåttkort år-till-datum (YTD) i en egen Salesforce Spiff-rapport. Du kan även använda denna beräkning för att visa provisioner för räkenskapsårets YTD som ett måttkort.
| Tillgängliga i: både Salesforce Classic (inte tillgängligt i alla organisationer) och Lightning Experience |
| Tillgängliga i: Enterprise, Unlimited, och Developer Editions |
| Tillgängliga mot en tilläggskostnad i: Professional Edition med Web Services API aktiverat |
| Användarbehörigheter som krävs | |
|---|---|
| Skapa kalkylbladsberäkningar: | En användarroll för Spiff med denna behörighet påslagen. Designerkonfiguration: Hantera |
=amounts_from(beginning_of_year(BeginningOfPeriod), days_ago(BeginningOfPeriod, 1), plan_name)sum() som aggregerar alla utbetalningar från varje affär.
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