The Challenge: Complex Sales Data & Manual Commission Calculations
Our client needed far deeper visibility into their sales performance than what out-of-the-box Microsoft Dynamics 365 Business Central could provide.
Specifically, they required the ability to:
- Track freight charged to customers vs. actual freight costs, including both inbound and outbound shipments
- Allocate freight accurately through Item Charges
- Analyze profitability at a granular level across transactions
But the biggest hurdle? Their commission structure.
Unlike simple percentage-based models, their commissions depended on multiple variables:
- Item Category Code
- Salesperson Code
- Different calculation bases:
- Some sales reps earned commission on gross sales
- Others earned commission on net profit
This level of complexity made it nearly impossible to manage commissions within standard ERP workflows.
The Breaking Point: Spreadsheet Dependency
Because of these limitations, the client was forced to manage commissions entirely outside of their ERP system.
Each pay period involved:
- Exporting data into Excel
- Manually calculating commissions across multiple variables
- Double-checking formulas to avoid costly errors
This process was not only time-consuming—taking hours every cycle—but also introduced significant risk for human error, inconsistencies, and lack of real-time visibility.
The Solution: A Custom Sales & Commission Dashboard
To address these challenges, Siberus ERP designed and implemented a custom Sales & Commission Dashboard directly within Business Central.
This tailored solution enabled the client to:
1. Centralize All Sales & Freight Data
By integrating freight charges and costs into a single system, the dashboard provides a clear view of:
- True transaction-level profitability
- Accurate cost allocation for inbound and outbound logistics
2. Automate Complex Commission Structures
The dashboard was built to handle multi-variable commission rules, including:
- Conditional logic based on item categories and salespeople
- Flexible calculation models for both gross sales and net profit
3. Eliminate Manual Calculations
With automation in place, the client no longer needs to rely on Excel spreadsheets. Commission calculations are now:
- Accurate
- Consistent
- Instantly accessible
4. Provide Real-Time Insights
Instead of waiting until the end of a pay period, leadership and sales teams can now:
- Monitor commission earnings in real time
- Analyze performance trends
- Make faster, data-driven decisions
The Results: Efficiency, Accuracy, and Confidence
By implementing this custom dashboard, the client achieved:
- Significant time savings every pay period
- Elimination of manual errors in commission calculations
- Improved trust in financial and sales data
- Greater operational efficiency across finance and sales teams
Most importantly, they transformed commission tracking from a reactive, manual process into a proactive, automated system embedded within their ERP.