Contact Us
Automation Series by Function

Financial Planning & Analysis

Monitor real-time revenue streams and profit margins.

Staffing & Headcount Planning

Optimize staffing levels and employee allocation to balance workloads.

Bonus & Commission Distribution

Automate bonus and commission calculations based on real performance data.
Automation Series by Industry

Law Industry

Simplify billing, track performance, and impress clients.

Asset Management

Automate AUM tracking, performance insights, and client reporting

Accounting

The Accounting industry Pilot Program is accepting applications - contact us!

Custom Intelligence Solutions

Unlock the power of your data. Transform complex data into actionable insights that drive strategic decisions.

Learn More →

FP&A Automation Series

The Commissions Dashboard

The Commissions Dashboard, powered by Power BI and Power Automate, streamlines sales commission management. It consolidates sales data, adjustment requests, and notifications, leveraging our Process Intelligence Solutions for accurate tracking & timely processing through automated submissions & approvals.
The Commissions Dashboard
Core Features

Dynamic Filtering

Analyze data across various dimensions such as sales region, product line, and time period

$Tailor your analysis to specific segments, helping identify trends and performance metrics relevant to your sales strategies.

Comprehensive Data Views

Access a holistic view of your sales commission data, including actuals, targets, and multi-year trends.

$Compare and analyze different periods and datasets for a complete sales performance overview.

Interactive Visualizations

Engage with your data through real-time updates and drill-down capabilities.

$Explore sales data in depth, simplifying complex information and deriving actionable insights.

Integrated Commission Analysis

Obtain a comprehensive analysis of all sales commission metrics in one place.

$Integrate various data points for a detailed overview of sales performance and commission distribution.

The Benefits

Enhanced Commission Tracking & Forecasting

Gain detailed insights into sales performance and future trends.

$Access accurate and timely information to make informed decisions and plan strategically for growth.

Improved Decision-Making

Leverage real-time data to make strategic decisions quickly and confidently.

$Access up-to-date information instantly, reducing time spent on manual data gathering and analysis.

Identification of Key Performance Drivers

Pinpoint the main factors driving sales performance.

$Focus on the areas with the most significant impact on your sales and commission performance and optimize your strategies accordingly.

Comprehensive View

Achieve a complete overview of your sales performance with comprehensive oversight of all key metrics.

$Monitor your sales performance closely, ensuring accuracy and consistency in reporting and analysis.

Value Proposition & ROI

Immediate Insights

Quickly access actionable insights for faster decision-making, reducing decision-making time by up to 30%.

Operational Efficiency

Streamlined data processes save time and reduce operational costs, cutting manual data handling by up to 40%.

Customizable Reporting

Tailor reports to specific needs for better clarity and relevance, improving report accuracy by up to 25%.

Enhanced Accuracy

Ensure accurate commission calculations and distributions, reducing errors by up to 20%.
Commissions Dashboard

How It Works

From data collection to clean-up and full transformation in the implementation stage, we ensure accuracy and consistency, tailoring the solution to your needs with full customization, including your brand’s colors and logo.

Collection

Data Collection & Clean-Up

Gather, clean, and validate data from various sources for accuracy
Transformation

Process Automation Development

Automates the adjustment & approval process with real-time status updates.
Process

Transformation & Optimization

Connect data sources, develop KPIs and metrics, and prepare for integration.
Launch

Plug & Play Deployment

Integrate optimized data into the dashboard for immediate insights.
Customization

Customization & Access Controls

Apply your brand’s elements & set up security access controls.
Support

Ongoing Support & Optimization

See our Model Support Levels packages for comprehensive support options.

Process Developments within The Commissions Dashboard

During implementation, through automation, we streamline processes by reducing manual work, resulting in improved planning accuracy, enhanced efficiency, and better strategic decisions.

g

Included Features

ZAutomated Submission of Adjustment Requests
ZAutomated Workflow for Approval Routing
ZAutomated Multi-Level Approval Process
ZReal-Time Status Updates for Adjustment Requests

Customization & Access Controls

We offer full customization of each pre-made dashboard at no additional cost. This includes integrating your brand’s color palette and logo seamlessly.

g

Included Features

ZColor Palette Integration: Align the dashboard with your brand’s colors.
ZLogo Integration: Feature your company’s logo.
ZAccess Controls: Manage user access levels.
ZKPI Customization: Tailor KPIs to your terminology.
Illustrations by Storyset

Ready to transform your Financial Planning & Analysis?

Contact us today to learn more about this Plug-and-Play Power BI Dashboard.
Get an Estimate
Including ROI Estimation

Dashboard Components

Dashboard Components

The Dashboard Elements

The Commissions Dashboard simplifies sales commission calculations and distribution, with enhanced performance tracking and real-time data. Managers access team data, while employees view only their own securely. Below is a table summarizing the key elements, their focus areas, and the outputs they provide:

Element

Focus Area

Output

Element

The Overview

Focus Area

Comprehensive commission calculations summary

Output

Total sales commissions, pending & non-eligible items, lost revenue impact, metrics for multiple periods.

Element

Sales Summary

Focus Area

Quarterly sales performance

Output

Combined view of sold and lost items with detailed performance metrics.

Element

Adjustment Requests

Focus Area

Adjustment Requests tracking

Output

Submitted adjustments with statuses (approved, pending, rejected) and detailed tracking.

Dashboard Components

Dashboard Integrations: Process Intelligence Solutions

Powered by Power Automate, this Process Intelligence Solutions additional functionality enhances the Commissions Dashboard by enabling automated submission and approval processes for adjustments. This ensures accurate tracking and timely processing, improving efficiency and transparency.

Element

Focus Area

Output

Element

Automated Submission

Focus Area

Direct adjustment requests

Output

Employees submit adjustments directly from the dashboard.

Element

Automated Workflow

Focus Area

Approval routing

Output

Requests are routed to the appropriate approvers automatically based on predefined criteria.

Element

Approval Process

Focus Area

Multi-level approvals

Output

Requests can go through multiple levels of approval if necessary, ensuring thorough review.

Element

Status Updates

Focus Area

Real-time visibility

Output

Both requester and reviewer dashboards are updated in real-time with the status of the adjustment requests.

Dashboard Components

Dashboard Elements

Commissions Dashboard

The Overview

Summarizes total sales commissions for each employee, including oversight of pending and non-eligible items, lost revenue impact, and other metrics.

What it Shows

ZTotal sales commissions calculation.
ZOversight of pending and non-eligible items.
ZImpact of lost revenue.
ZAdditional performance metrics.

Client Benefits

ZHolistic Commission View: Complete overview of all commission metrics.
ZImproved Oversight: Easily monitor pending and non-eligible items.
ZStrategic Insights: Understand the impact of lost revenue.
ZEfficiency: Reduces time spent on data gathering and analysis.
ZReal-Time Data: Provides timely updates for quick decision-making.
The Commissions Dashboard
Commissions Dashboard

Sales Summary

Provides a combined view of sold and lost items for the respective quarter, with detailed performance metrics.
The Commissions Dashboard

What it Shows

ZCombined view of sold and lost items.
ZQuarterly performance metrics.
ZSales trends and patterns.
ZInsights for strategic planning.

Client Benefits

ZComprehensive Sales View: Understand both sold and lost items.
ZPerformance Tracking: Monitor quarterly sales performance.
ZStrategic Insights: Identify trends and patterns.
ZEnhanced Planning: Support strategic sales planning.
ZReal-Time Analysis: Access up-to-date sales metrics.
Commissions Dashboard

Adjustment Requests

Tracks submitted adjustments with statuses (approved, pending, rejected) and detailed tracking.

What it Shows

ZSubmitted adjustment requests.
ZStatus of each request (approved, pending, rejected).
ZDetailed tracking information.
ZNotifications and updates.

Client Benefits

ZAccurate Tracking: Monitor all submitted adjustment requests.
ZStatus Visibility: Easily see the status of each request.
ZEfficiency: Streamline adjustment request processes.
ZImproved Communication: Receive automated updates and notifications.
ZTransparency: Ensure clarity in adjustment tracking.
The Commissions Dashboard
Dashboard Components

Dashboard Integrations

Powered by Power Automate, Process Intelligence Solutions enhance the Commissions Dashboard by automating adjustment submissions and approvals. This integration ensures accurate tracking, timely processing, and improved efficiency and transparency.

Request & Submit Adjustments Flow
This flowchart illustrates the integration of Power Automate and Power Apps within Power BI to automate adjustment submissions & approvals, showcasing the process from submission to real-time status updates.

Automated Adjustment Submissions

Employees can submit adjustment requests directly from their Commissions Dashboard using a dedicated button.

The Benefits
Z
Efficiency: Reduces manual entries and minimizes errors.
Z
User-Friendly: Streamlined submission process.
Z
Security: Ensures that only authorized users can submit adjustments.

Features: Simple user interface, quick access, secure submission process.

Automated Submission Workflow

The submission triggers an automated workflow, routing the request to the appropriate approvers based on predefined criteria.
The Benefits
Z
Speed: Ensures requests reach approvers quickly.
Z
Consistency: Standardized approval process.
Z
Scalability: Handles high volumes of requests without delay.

Features: Automatic routing, criteria-based approval, real-time notifications.

Automated Approval Process

Requests go through a multi-level approval process if necessary. Approvers receive notifications and updates for actions required.

The Benefits
Z
Thorough Review: Ensures compliance with company policies.
Z
Accountability: Tracks who approved what and when.
Z
Flexibility: Adjusts approval paths based on request type or amount.

Features: Multi-level approvals, customizable approval paths, detailed tracking.

Automated Status Updates

Request Status is updated in real-time and notifications & reminders are sent upon any status change.
The Benefits
Z
Transparency: Clear visibility of request status for all parties.
Z
Communication: Keeps all stakeholders informed.
Z
Timeliness: Immediate updates prevent delays.

Features: Real-time updates, notification system, status tracking.

Request an Adjustment(s) Flow

This flow allows reviewers to submit commission adjustments, triggering an approval process based on the adjustment amount and providing real-time tracking and updates.
Adjustment Flow
[
Adjustment Flow

Adjustment Submission

Press a button in the dashboard to submit adjustment requests via a form.
Adjustment Flow
[
Adjustment Flow

Approval Process

Multi-level approval triggered based on the adjustment amount.
Adjustment Flow
[
Adjustment Flow

Real-Time Tracking

Status updates and notifications are processed in real-time.
Adjustment Flow
[
Adjustment Flow

Dashboard Updates

Submitter’s and higher management dashboards are updated if approved.

Ready to Optimize Your Sales Commission Management?

Get a personalized quote using our Calculator to see how our solutions can benefit your organization.
Learn More About Our Process Intelligence Solutions
Get An Estimate
Contact Us

Video Library

Commissions Dashboard

Frequently Asked Questions (FAQ)

We provide clear and concise answers to each question to help potential clients understand our services.

Share this post:

Get Started

Start a New Project Today...

Data-driven processes should be easy and intuitive. That is why we specialize in designing and implementing custom solutions that automate workflows and eliminate manual work, all while improving data quality.
Schedule a Call

Featured Work

Explore our success stories, innovative projects & interactive demos showcasing transformative solutions. From process optimization to strategic growth, witness how we empower businesses to thrive in today’s dynamic landscape.
The Staffing Dashboard

The Staffing Dashboard

Mar, 2024 |

Optimize your staffing processes with real-time trends, performance metrics, and comprehensive data views. The Staffing Dashboard, built entirely in Power BI, is designed to enhance workforce management by providing insights into recruitment, retention, and performance metrics.

read more