Professional Services 4 months

Performance Incentive Platform for National Sales Organisation

Custom incentive scheme software for a sales team of 85 across Australia. We replaced their quarterly spreadsheet nightmare with a real-time KPI and bonus calculation tool that everyone trusts. Key results: 90% reduction in bonus calculation time Zero disputes in first 6 months 22% improvement in sales team performance $320k annual admin savings

National Sales Organisation

Internal Business ToolsWeb Application DevelopmentCustom Software DevelopmentAPI Integration

90%Reduction in bonus calculation time

ZeroBonus disputes in first 6 months

22%Improvement in sales performance

$320kAnnual admin cost savings

Understanding the Problem

The Challenge

An Australian sales organisation with 85 reps across five states was calculating bonuses manually every quarter using a web of spreadsheets maintained by two full-time admin staff. Mistakes were common, disputes dragged on for weeks, and managers couldn't tell their team where they stood until the quarter was over. Sales reps were frustrated and disengaged because they had no visibility into their own performance until it was too late to act on it.

Strategic Implementation

The Solution

We built a web-based performance incentive platform that connects to their Salesforce CRM and Xero accounting system. Sales reps see their KPIs, targets, and projected bonus in real-time on a personal dashboard. Managers get team views with leaderboards and trend analysis. Finance runs bonus calculations with a single click at quarter-end — no spreadsheets, no manual data entry. The system handles tiered commission structures, team bonuses, overrides, and special incentive campaigns.

Technologies Used

ReactNode.jsPostgreSQLAWSSalesforce APIXero API

How We Did It

Our Approach

Discovery & Mapping

2 weeks

Mapped every incentive structure across the business — base commissions, accelerators, team bonuses, manager overrides, and quarterly spiffs. Interviewed sales reps, managers, and the finance team.

Design & Prototyping

3 weeks

Designed dashboards for three user types: reps (personal KPIs), managers (team performance), and finance (calculation and reporting). Tested prototypes with real users.

Platform Build

8 weeks

Built the platform with Salesforce and Xero API integrations, real-time calculation engine, and mobile-responsive dashboards.

Rollout & Training

3 weeks

Piloted with one state team, refined based on feedback, then rolled out nationally with training sessions.

Our sales team finally knows where they stand. They can see their numbers in real-time, which has completely changed how they work. And our finance team got their lives back — no more three-week bonus calculation marathons every quarter.
National Sales DirectorAustralian Sales Organisation

Measurable Outcomes