Case study
Sales Command Center
Your whole sales floor, live on the office wall. Every rep watching their own numbers. Every commission traced back to a real payment.
An Australian trade-certification provider
Sales leaderboard
Office TV mode
Commission engine
Payroll export
Inside the system
Where the numbers come from
Which table feeds which dashboard, and is that feed healthy today?
1 / 4
The system from the ground up — the lineage behind every figure, the commission working, the portal the team opens, and the wall it all ends up on.
Client rollout proof
It didn't stay inside a dashboard link.
Final commission review before the workflow moved into normal operations.
The board running on the office TV, the morning the team found it there.
The strongest signal wasn't another metric.
The team put the system on the office TV. Sales performance became something the team could see throughout the day, while management had the same underlying data available for individual performance, commission review and finance-ready exports.
Watch one sale become everyone's business
This is the moment the system was built for.
2:14 PM
Payment received
recognised on the day the money arrives
The payment lands
A customer pays. The sale is recognised on the day the money arrives, and it is already on its way to the board.
Minutes later
2
#1
the top spot changes hands
The board moves
Commission lived in one person's spreadsheet
Sales ran through the CRM, but commission lived somewhere else: a personal spreadsheet, maintained by hand, that only one person fully understood.
Reporting was scattered too. Performance sat in one tool, cash in another and commission in the spreadsheet, so nobody was ever looking at the same picture. Reps had no live view of their own numbers, and the scoreboard only existed once the month had already closed.
And because the spreadsheet was the only source, payout day came with questions. Figures were checked, challenged and reconciled by hand, every single period.
Month end, before and after
Same numbers. A very different way to live with them.
Before: the spreadsheet
You exported the CRM and re-keyed figures by hand
Standings lived in one person's head until the month closed
Every payout started with a reconciliation session
You paid for a BI tool that never fit how you sell
After: the system
How the system works
From a payment landing in the CRM to an approved payslip, in six moving parts.
Payments flow in from the CRM
Every successful payment lands on the boards on the date the money arrives, not when a deal is marked won. Failed charges never double-count.
The team sees the floor
One portal carries the lot: team performance, the funnel, leaderboards and how the cash is actually arriving — every view across the day, week, month and year, with eleven reporting ranges on each.
The wall shows the score
A TV board rotates the standings in the office all day. When someone lands a big sale, the board celebrates it for two days.
Commission calculates itself
Received payments run through the gross-margin formula agreed with finance. Until final cost inputs land, commission is clearly labelled as estimated.
One portal, every view the floor needs
Management, sales and finance open the same system and land on the view their job actually needs.
The dashboards
Sales Team Performance
Who is generating revenue, and off how much calling and how many appointments?
1 / 5
Every commission figure opens up
Commission is calculated from received payments, and any number on the page can be opened until you are looking at the payment behind it.
The commission surface
What a period exposes
Which figures does finance get for a period, and across how many ranges?
1 / 3
The payroll hand-off
Finance chooses a detailed or summary export, groups it the way payroll wants it, and reviews before anything is paid. The system prepares the numbers; a person still signs them off.
Where every number on the board comes from
The system carries its own map: each source table, each field it reads, and the dashboards and KPIs that field ends up feeding.
A live map, not documentation someone has to remember to update — the feed health beside each table is read from the data itself.
When someone asks about their pay
The hardest question in a sales business becomes a thirty-second lookup.
- A rep asks
"Why is my commission this number?" A fair question when pay rides on it.
- They open their own dashboard
Every figure drills down to the exact deals and payments behind it. No waiting for finance, no arguing with a spreadsheet.
- The system shows its working
Sales count when money arrives, failed charges never double-count, and corrections in the CRM flow through on the next sync.
- The conversation ends differently
Questions about pay end at the payment behind the figure. Finance approves the export, and payroll runs.
In week one, a rep audited his own figure against his own records. The system answered him.
Accountability without a black box
The system shows its working. Every board figure, every commission line and every export traces back to an individual received payment, so nobody has to take a number on faith.
Visibility is deliberate. Each rep sees their own numbers, management sees the floor, and the business controls exactly who appears on each board.
And the system is candid about itself. Each view carries its own feed status, so a dashboard whose data has stopped refreshing says so on its face instead of quietly serving a stale number — and a map inside the portal traces every KPI back to the table and field it came from.
Only successful payments count; failed charges never duplicate a sale
Corrections made in the CRM flow through on the next sync
What adoption looked like in week one
No testimonials needed. The behaviour says more.
Every rep got their own dashboard
Individual views went live for the sales team, so each person could see their own performance and commission without asking anyone.
A rep audited his own pay
Within a day of go-live, one rep reconciled his figure against his own records and asked why they differed. The system answered: the gap traced to which payments had actually landed.
Feedback became features the same day
The drill-down gained the columns the team asked for and dropped the ones they did not, because the people paid from these numbers shaped them.
Finance took over the formula
The old manual commission spreadsheet arrived as the reference, and finance is now shaping the final cost inputs that turn estimated commission into exact commission.
What changed
The floor became visible Standings stopped living in one person's head. The team watches the same board, on the wall, all day.
Accountability stopped needing chasing Reps check their own numbers because they can. The scoreboard is simply part of the room.
Payout conversations changed Questions about commission now end at the deal and payment behind the figure, not in a spreadsheet dispute.
Month-end admin shrank The manual tally, the exports and the re-keying collapsed into a one-click payroll export with a human check.
People trust numbers they can open up. Traceability, not polish, is what turns a dashboard into the system a business pays from.
One system, three views
The same numbers, shown the way each role actually uses them.
Salespeople
Your numbers, always in view
Your own dashboard: performance, commission and every deal behind it
Live standings against the team, across any period
Answers about your pay without waiting for month end
Management
The whole floor at a glance
Honest boundaries
What the system runs on its own, what your people keep, and what is still being finished.
Runs on its own
Boards update as payments land
The wall rotates standings and celebrates big sales
Commission calculates from the agreed formula
CRM corrections flow through on the next sync
People decide
Payroll review and approval every period
Who appears on each board
The cost inputs behind exact commission
What stays manual on purpose
The system prepares the numbers. Decisions that touch money and people stay with people.
Payroll approval. The system exports; people review and sign off.
CRM hygiene. Attribution and record corrections stay with the team and flow through automatically.
Commission cost inputs, which finance owns and controls.
Course and product tagging, the inputs behind exact commission.
Who this system is for
This build fits teams who recognise their month end here.
Founders who want the sales floor visible without standing over it.
Sales leaders building accountability on live numbers, not verbal standings.
Finance teams paying commission who are done reconciling by hand.
Teams whose commission still lives in one person's spreadsheet.
Businesses paying for BI tools that never fit how they actually sell.
