Financial Services
Revenue Operations Commission Dashboard
A growing financial services firm was struggling with commission calculations across multiple revenue streams and complex compensation structures.
PROBLEM
Commission logic lived across spreadsheets and disconnected systems, creating delays, errors, and internal disputes.
APPROACH
We redesigned the calculation engine to be rule-based, auditable, and transparent rather than replicating spreadsheet complexity.
BUILD
- Automated data ingestion from CRM, billing, and HR systems
- Rule-based commission calculation engine with audit trails
- Real-time dashboards with drill-down visibility
- Exception handling workflows with approvals
RESULT
Commission cycles now complete in minutes with zero manual intervention. The firm doubled sales headcount without adding operations staff.
STACK / ARTIFACTS
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