Request & Submit Adjustments

Our Process Intelligence Solutions also automate commission adjustments, streamlining the submission and approval process with real-time tracking and updates for enhanced efficiency and transparency.
Request & Submit Adjustments

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
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Efficiency: Reduces manual entries and minimizes errors.
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User-Friendly: Streamlined submission process.
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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
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Speed: Ensures requests reach approvers quickly.
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Consistency: Standardized approval process.
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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
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Thorough Review: Ensures compliance with company policies.
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Accountability: Tracks who approved what and when.
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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
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Transparency: Clear visibility of request status for all parties.
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Communication: Keeps all stakeholders informed.
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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
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Adjustment Flow

Adjustment Submission

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

Approval Process

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

Real-Time Tracking

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

Dashboard Updates

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

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