Definition

• The Sum function calculates the total aggregate value of all values within a dataset, providing a collective performance measure that represents the combined achievement across the entire group.

Purpose

• Establishes a team-wide total performance metric that can be used to distribute bonuses based on collective achievement or to normalize individual contributions against the group's combined output.

How it works

• Takes all values for a specific KPI or component within the defined scope (typically team level)
• Calculates the total by adding all individual values together
• Returns this sum value to each individual in the group

Input

• Raw performance values (e.g., Sales vs Target percentages, absolute sales figures, custom KPI values)

Output

• The sum of all values from the dataset (same total value returned for all participants)

Scope

• Applied at the team level - sum is calculated among all positions within the same team for the specific bonus scheme

Use Cases

• Creating team-based bonus pools where individual rewards are calculated as a share of collective performance
• Establishing total performance metrics for revenue sharing or profit distribution schemes
• Implementing collaborative bonus structures that emphasize collective achievement over individual competition

Example Application

• A team of 5 sales representatives with Sales achievements of $85,000, $92,500, $78,200, $105,800, and $88,300 would all receive the sum value of $449,800.