Edit Top-Level Statement Metrics

Learning Objectives

After completing this unit, you’ll be able to:

• Describe top-level statement metrics and how they are calculated.
  
• Add existing metrics to a rep’s statement and understand their purpose.
  
• Create and customize your own top-level statement metrics.
  

Top-Level Statement Metrics Overview

Top-level statement metrics provide key performance insights directly on a rep’s statement. These metrics summarize critical information like total commissions earned, trends over time, and a breakdown of how commissions were calculated. Admins have full control over which metrics are displayed, allowing them to tailor the information based on company needs and plan structures.

It’s important to note that any adjustments made to top-level metrics will apply to all reps assigned to the same plan. While the metrics will update to reflect the specific information for each rep, you cannot add a unique metric for one rep without it also appearing for all others on the same plan. This ensures consistency and transparency across the board.

Each rep’s statement begins with three default top-level metrics, but admins can customize these by adding pre-built or custom metrics. This flexibility ensures reps receive relevant and up-to-date information, helping them better understand their earnings.

Here’s a look at the default top-level statement metrics.

Total Commissions This Period

This metric lets reps see the full value of their commissions earned during the current period. It aggregates commissions from all payout rules, including manual adjustments or draws. The Last Calculated timestamp provides transparency, so both reps and admins know how current the data is. For admins, this metric is key to ensuring accurate commission reporting and timely recalculations.

Commission Trend

If your company uses monthly commission periods, this metric lets reps visualize their commission performance over the past 12 months. It’s a great way to track trends and see whether earnings are increasing or decreasing over time. Admins should consider whether this metric is useful for their rep’s statement cadence; if not, removing it can prevent confusion.

Commission Breakdown

For plans with multiple payout rules, this metric breaks down how each rule contributed to the total commission. Reps can easily see the percentage of each rule, making it simple to understand how commissions are earned. For admins, it offers clarity into how various rules perform and helps in tracking payout accuracy.

Admins can remove any of these default metrics, add new ones, or rearrange their order as needed. Once changes are saved, they apply to all reps assigned to that plan.

Add and Remove Pre-Built Metrics

Admins have the flexibility to customize top-level metrics on rep statements by following these steps to add or remove pre-built metrics.

Here’s how you can add a pre-built metric.

1. Click Edit to enter Edit mode.
   
2. Click +Add Tile.
   
3. Select Metric Type from the first dropdown. You can choose between Commission Breakdown, Commission Trend, Total Commission, and YTD Commission.
   
4. Depending on the selected metric, you may need to choose a size: select either Regular or Compact (note that compact size is half the size of regular).
   
5. Click Add to include the metric on the statement.
   
6. Rearrange the metric cards as needed by clicking on and dragging them to your desired location.
   
7. Click Done Editing to exit Edit mode.
   

Here’s how to remove a pre-built metric.

1. Click Edit to enter Edit mode.
   
2. Locate the metric card you wish to remove, click the three-dot icon in the top-right corner, and select Remove Card from the options.
   
3. Confirm your choice to finalize the removal.
   
4. Click Done Editing to exit Edit mode.
   

Create Custom Top-Level Metrics

In some cases, you may need to add custom metrics that better reflect specific data points relevant to your business. Custom metrics are ideal for situations where the default metrics don’t cover everything your reps need to know.

Here’s how you can add a custom metric.

1. Click Edit to enter Edit mode.
   
2. Click +Add Tile. Select Metric Type from the dropdown menu, and choose Custom to create a metric based on previously defined calculations in Salesforce Spiff Designer.
   
3. Choose a field from the dropdown that appears, and select the specific calculation you want to use for your custom metric. If multiple calculations share the same display name, the API name will appear in parentheses next to the display name to help you distinguish between them.
   
4. Select the visualization type by deciding how you want to display the metric. You can choose Single Value to display it as a numerical value. If the metric is a percentage, you can select Progress Ring but note that this option will only be available for percentage metrics.
   
5. Choose the size for the metric card by selecting either Regular for the standard size or Compact to fit two cards in the space of one. Note that compact size is only available for single-value metrics.
   
6. Add the Metric by clicking the Add button to place the new metric on the statement.
   
7. Rearrange the metric cards as needed by clicking on and dragging them to your desired location.
   
8. Click Done Editing to exit Edit mode.
   

Add Blank Metrics for Customization

Blank metrics can be used for two primary purposes: grouping related metrics on the statement or adding custom messages directly to the statement.

Organize Metrics

You can use blank metric cards to space out other metric groups. For example, if you want to keep certain commission data separate from performance indicators, blank metrics act as placeholders.

Create Custom Messages

If you’d like to leave a note or personalized message for reps, you can use a blank metric to display that text. Simply create a worksheet calculation with the formula = “Insert custom message here” and change the display name to a dash (-). This feature is useful for communicating plan updates or important notices directly in the rep’s statement.

Both of these use cases enhance the clarity of the statement and help reps focus on the most important information.

Top-level statement metrics help reps understand their commission earnings and performance at a glance. Admins have full control over these metrics, allowing them to customize the statement based on business needs. Whether you’re adding default metrics or creating custom ones, these insights ensure that reps are always informed about their commissions.

In the next unit, you learn about Rule Metrics, another important aspect of commission plans. You learn how to manage these metrics and ensure your payout rules are accurately represented on each statement.