Sales KPI Dashboard
Sales KPI reporting, commission tracking, and manager visibility in one system
The Challenge
KPI analysis and manager motivation were maintained manually in Excel. Data was exported and re-entered by hand, one person spent hours calculating commissions and checking formulas, and managers could not see their own progress until the central report was finished. The spreadsheet had become the system.
What We Built
- Role-based login for administrators and managers, with each manager seeing only their own KPI, client list, and motivation data
- KPI dashboard showing performance by company, brand, and manager, including yearly trends, fact vs plan, top clients, top products, and unpaid orders
- Client management model linking each salon to multiple sole proprietors, with structured plans, key dates, and reminders
- Automatic motivation calculation across base pay, brand commission, and new-client bonuses, plus PDF export for accounting
- Excel import with browser-side validation before saving, supporting the client’s existing spreadsheet format
- Telegram notifications for birthdays, missed plans, and KPI achievements
The Result
One internal system replacing the annual Excel file and the manual monthly reconciliation around it. Managers get live visibility into their own performance, administrators stop rebuilding KPI and commission reports by hand, and monthly reporting shifts from several hours of spreadsheet work to a process measured in minutes.
Operational Impact
Hours -> minutes
monthly KPI reporting prep
The proposal states report preparation drops from several hours to minutes once the dashboard replaces the spreadsheet workflow.
Immediate
performance visibility
Managers no longer wait for the central spreadsheet cycle to understand current KPI and motivation status.
Single upload
instead of manual re-entry
Validated Excel import removes the repeated copy-paste and cleanup step before reports can be trusted.
Zero formula checks
before sharing motivation data
Commission and bonus logic move into the system, so reporting no longer depends on someone rechecking spreadsheet formulas by hand.
- Managers can check KPI, clients, and motivation without waiting for a central report
- Monthly KPI reporting drops from several hours of spreadsheet work to minutes
- Commission and bonus calculations are standardised across brands and new-client incentives
- Client attribution history stays intact, so sales remain tied to the right manager over time
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