Case Study
Commission Revenue Tracker
Direct overview to access the revenue and commissions of each strategy and each department.
- Client
- Tax Firm
- Industry
- Saas
- Role
- Project Manager and Dashboard Developer
- Date
- June 2026
01 / Business Problem
The department has no actual visibility into their client revenue and their commissions, solely relying on simple Google Sheets with manual computation and unreliable guessworks.
02 / Goals
- 01
Create a centralized system to oversee every departments revenue
- 02
Reduce manual labor by upto 60%
- 03
Build summarize dashboard for executives to view
03 / Process
From fragmented information to a usable system.
04 / Solution
Created a centralized revenue and commission dashboard that improved visibility into client earnings, departmental payouts, and payment status. This reduced manual reporting, made discrepancies easier to identify, and gave executives and managers faster access to reliable financial insights.
05 / Results
Evidence over decoration.
- $XXXK+ tracked
- Total Client Revenue
- X departments tracked
- Revenue by Department
- $XXK+ calculated
- Total Commissions
- 2 departments covered
- Commission by Department
Improved visibility into revenue and commission performance by giving executives and managers a centralized, up-to-date view of client earnings, payouts, and payment status. Reduced reliance on manual reporting and made financial monitoring faster and more consistent.
06 / Project Gallery
The system in practice.
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