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Sales · in use

Sales dashboard

The supervisor uploads their Excel file in whatever format it's in; the system calculates targets and commissions and gives each sales advisor their own portal on their phone.

React · Node.js · SQLite

Supervisor's executive summary with targets, weekly sales and a leaderboard, using sample advisors
Supervisor dashboard
Advisor portal on a phone showing sales progress and target attainment, using sample data
Advisor portal

The problem

A team of sales advisors tracked targets and commissions in Excel files whose format changed every month; the data lived on a single PC and the advisors couldn't see their own progress.

The solution

A system that installs on each supervisor's PC with a double-click, reads their Excel file as is, and gives each advisor their own portal on their phone.

Key features

  • Flexible Excel importer: recognizes columns even when their order or names change, with a preview and "undo".
  • Calculation of targets, attainment and commissions.
  • Advisor portal with their 8 key metrics and the team ranking.
  • Logins managed by the supervisor, with a required password change.
  • Access link generated automatically, without paying for a server.
  • Automatic daily backups.

Status

In use.

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