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SUCCESS STORY

Simplified commission calculation for paying sales reps on profits

“We have 97% more accurate commission calculations after ElevateHQ”

Zoe Evans,

Senior Finance Leader

2 weeks

Implementation Time

50%

Less Manual Effort

97%

Less Payout Errors

About the company

Fresh Consulting is a strategy, design, software, and hardware innovation company that offers end-to-end services with integrated teams. They design and build strategies, brands, products, robotics, systems, and apps to help their customers stay fresh.

Problem

Fresh Consulting was managing commissions manually on spreadsheets. With complex commission structures, it was time-consuming to process commissions every cycle.

Outcome

With all the automation set up, commission calculations are now done in real-time. Spreadsheets used to be highly error-prone. Complex calculations led to frequent errors, which have been completely eliminated.

What were the pain points?


Here's what troubled them the most:

1. Multiple data sources, complex structures

All data is managed on Sage Intacct in multiple tables and multiple deal owners. Commissions are paid on project margins and are split among multiple teams within the company.


2. Commission advances and clawbacks

Commissions are paid in advance and clawed back, if necessary. Managing this manually on spreadsheets was time-consuming.


“We pay commissions of profit margins, and the commissions for different people involved in the project are based on their hierarchy. The senior people in the hierarchy work with multiple projects, making tracking difficult on spreadsheets.”

Zoe Evans,

Senior Finance Leader

What were their requirements?




How ElevateHQ changed their game?


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Seamless integrations

We easily integrated with Sage Intacct and Big Query (data sources), making data reconciliation easier.

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97% less errors

Automated the calculation with all variables on the plan designer, making almost no room for errors.

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50% less manual work

They no longer need to check an employee's rate start date, end date, and billing rate from spreadsheets.

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Reps have full visibility

Complete commission calculation and earnings transparency, enabling less friction and back and forth with the finance team.

"With complete visibility into their commissions, recruiters are not in the dark anymore. They’re more motivated and our invoice collection timeline has also improved."

Zoe Evans,

Senior Finance Leader

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