Explore the Plans Page
Learning Objectives
After completing this unit, you’ll be able to:
- Describe the purpose of the Plans page.
- Identify key features of the Individual Plan page.
On the Salesforce Spiff Plans page, you can get a comprehensive overview of each commission plan, and monitor active users and access detailed plan information. With this overview, you can manage plan assignments effectively and ensure that the correct users are assigned to the appropriate plans so that commission calculations are accurate. From the Plans page, you can also drill down into individual plans to manage assignments, review payout rules, and update custom fields. Consider it your central hub for effective commission management.
Access the Plans Page
Select the Plans tab in the top navigation bar to access the Plans page. This is where you can see a list of every commission plan created within Designer. The page provides an overview of each plan, including the number of active users.
Navigate an Individual Plan Page
Click a specific plan from the Plans page to go to the Individual Plan page. The landing page for this view is the Assigned Users tab, which features the Plan Assignment Table.
Assigned Users Tab
The Assigned Users tab includes the Plan Assignment Table, which we cover in the next unit. On this page, you can also find the following elements.
Reps Assigned: Lists the users assigned to the plan.
Effective Dates: Displays the start and end dates for each user’s assignment.
Most Recent Frozen Statement Period: Shows the period of the most recent frozen statement.
User External ID: Identifies each user with an external ID.
Plan Assignment External ID: Displays the external ID for each plan assignment.
On the Assigned Users tab, you can manage individual plan assignments and review user-specific data related to the plan.
Rules Tab
The next tab on the Individual Plan page is the Rules tab. This tab provides an overview of the payout rules associated with the plan, including these features:
Payout Rule Name: Lists the rules assigned to the plan. Clicking a rule name redirects you to the Plan page in Designer, and highlight the selected rule.
Payout Formula: Displays the formula used to calculate commissions for the plan, allowing you to review and analyze the commission calculations.
Use the Rules tab to review and edit the payout rules that govern commission calculations for the plan.
Custom Fields Tab
The final tab on the Individual Plan page is the Custom Fields tab. This tab allows you to manage:
User Level Custom Fields: Displays custom fields specific to individual users, such as OTE (on-target earnings). These fields can be updated directly in the table by clicking the cell, entering the value, and clicking away to save.
Plan-Level Custom Fields: Shows custom fields that apply across multiple plans. For example, a ServicesRate variable may be shared, though it has different values for each plan. This tab lets you manage these variables efficiently.
The Custom Fields tab is where you manage fields that customize plan details and calculations based on user-specific or plan-specific variables.
In the next unit, we explore the Plan Assignment Table and how to update plan assignment settings.
Resources
- Salesforce Spiff: Custom Fields (login credentials required)