Spiff Recipes™

In this section we provide recipes for cooking up everything you might need to run commissions. Examples include "how to build ramps," "how to create a rule that doesn't pay out every period," "how to create an accelerator," etc.

15 Articles

  • How to Build Ramps Ramps are a common feature of many commission plans.  Many companies also call ramps "guaranteed commissions."  Typically companies will...
  • How to Use Deal Splits Sometimes multiple reps are involved in closing a deal. So, often reps split the attribution of deals and they split the commission for...
  • Creating a Rule That Only Pays Out at the End of A Quarter Sometimes you want to commission an employee but only at a certain time, for example at the end of a quarter.  We can do this by taking...
  • How to Exclude Deals Closed When the Rep Wasn't On A Plan Reps often get compensated on a set of deals closed during a given period.  For example, you may have a rep that gets a quarterly...
  • How to Create an Accelerator Accelerators are common features of many incentive compensation or commission plans.  Accelerators typically involve paying reps...
  • How to Create a Roll Up Roll Ups (or Roll-Ups) are a common feature of many manager commission plans.  Roll Ups typically refer to revenue (or some other...
  • How to Create a Team Teams are an integral part of nearly every business. Teams are important for incentive comp / commission plans as well.  Often team...
  • How to Calculate An Average Value A lot of companies use averages in commission calculations. For example, it is common to see companies commission reps on the average...
  • How To Return a Date N-Number of Quarters Ago Sometimes you might need to create a scope of deals from the previous quarter or possibly even n-number of quarters ago.  Let's say for...
  • How to Create Draws Draws are a frequent component of many commission plans.  Draws are like borrowing against future commissions.  Companies give reps...
  • How To Handle Same Period Transfers Many commission software systems struggle to handle same-period transfers.  What are same period transfers?  This is when a commissioned...
  • How to Create an Override Overrides are common features of many company's commission plans.  Overrides occur when managers get commissioned on the closed deals of...
  • How to Create a Plan Plans are one of the most important concepts in Spiff. Plans are just a collection of commission rules. You can create as many plans as...
  • How to handle rep plan changes For whatever reason, there are times when you're going to need to change the plan a rep is on. Examples of when this may occur include:...
  • How to Handle Projected Commissions Some companies want to be able to show projected commissions.  These are commissions on deals that occur in the future. A lot of...