Commission Dashboard

How it works

Retrieve Data

Automatically pulls live financial and transactional data from the connected ERP system at predefined intervals, ensuring commission reporting is always based on the latest source data.

Consolidate Data

Combines all relevant datasets into a single, reliable source of truth, reducing manual errors and ensuring consistent commission reporting across the business.

Analyse Performace

Interactive dashboards such as Commission Snapshot, Trends, and Drilldown give users instant visibility into commission accuracy, profitability, and performance, from high-level summaries down to transaction detail.

Configure Rules

Mapping tables manage the relationships between payment types, customers, and commission structures, allowing commission logic to be standardised, flexible, and aligned with approved business rules.

Control Access

Role-based access ensures users only see and manage information relevant to them, while transaction logging and exception handling support governance, auditability, and fast resolution of anomalies.

The Commission Dashboard Module provides a real‑time, end‑to‑end view of commission performance across company, customer, and account‑manager levels. Instead of consolidating spreadsheets or manually validating figures, users get instant, ERP‑aligned insights through an interactive reporting environment. By pulling live financial and transactional data from your ERP system and applying your configured mapping tables, the module creates a single, reliable source of truth for commission accuracy, profitability tracking, and overall performance management. Users can analyse results through three focused dashboards, Commission Snapshot, Trends, and Drilldown, moving easily from high‑level summaries to detailed transaction insights.

Overview

This module equips finance teams, sales leaders, and operations managers to quickly answer key questions, Are commissions correct? Who is performing well? Which accounts are profitable? Where do discrepancies occur?, all without manual effort or data manipulation.

Module Purpose

The purpose of this module is to automate, standardize, and simplify the entire commission reporting process. It removes the dependency on spreadsheets, eliminates manual consolidation, and ensures that every calculation is consistent with your approved business rules and ERP source data.


By integrating seamlessly with your ERP system and applying governed mapping structures, the module transforms complex commission data into clear, intuitive dashboards that any authorized user can access. This gives your teams visibility, confidence, and control, while reducing operational effort.

Key Benefits

Trusted, Accurate Commission Data

Automated data retrieval and built‑in validation ensure that all commission calculations match ERP source data and your defined business logic, eliminating disputes and manual rechecks.

Increased Time Savings Through Automation

Removes manual consolidation, spreadsheet maintenance, and repetitive calculations, enabling finance and operations teams to close faster and focus on high‑value analysis.

Total Transparency for All Stakeholders

Interactive dashboards offer clear visibility across company, customer, and account manager levels so teams can easily understand how commissions were generated and what is driving performance.

Strong Governance & Full Auditability

Every mapping change, data pull, and consolidation step is logged for compliance and audit requirements, supporting accountable and traceable commission management.

Flexible, Scalable Configuration

Mapping tables, access permissions, reporting views, and commission structures can be adjusted as your business grows, without needing development changes.

The module automates commission tracking by pulling data from the ERP system, applying mapping rules, and presenting results in real‑time dashboards, while ensuring integrity through logging, exception handling, and access controls.

Module Components

Key Capabilities

Data Retrieval

Automatically pulls financial and transactional data from the connected ERP system at predefined intervals, ensuring that calculations and reports are always based on the latest information.

Data Consolidation

Combines all relevant datasets into a single, reliable source of truth. This ensures accurate reporting and reduces the risk of manual errors.

Interactive Dashboarding

Offers intuitive dashboards such as “Commission Snapshot,” “Trends,” and “Drilldown” views. These visual tools help users analyse performance, validate commissions, and understand the underlying data with ease.

Exception Handling

Integrates with Freshservice to detect, track, and manage errors or anomalies, ensuring smooth processing and quick resolution of issues.

Mapping Table Management

Maintains dynamic relationships between payment types, customers and commission structures. This enables flexible commission rules that adapt to different businesses.

User Access Management

Provides controlled, role-based access to ensure users only view and manage the information relevant to them, supporting data security and governance.

Transaction Logging

Records all actions and system events to support auditing, traceability, and compliance requirements.

The module requires a set of key prerequisites to ensure proper functionality and seamless integration within the environment. These setup requirements include essential system configurations, necessary permissions and any dependent services or components that must be in place before deployment.

Setup Requirements

Compatible ERP Connection

An active, compatible connection to the ERP system must be configured to enable the module to retrieve, process and update financial and customer data. This configuration includes setting up API credentials, enabling the required endpoints and confirming successful communication between the module and the ERP platform.

Data extracted from the ERP system must be aligned with the approved module design, including data structures, field definitions, formats, business rules, and underlying assumptions. This alignment ensures data consistency, accuracy, and reliable processing across all module logic, workflows, and downstream outputs.

Aligned ERP Data

Module Enquiry

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