Top Accounts Order Tracking & Commission Dashboard

Overview:

Developed and implemented an automated dashboard to streamline order tracking, commission calculation, and reporting for top accounts at Sri Sri Tattva. The project aimed to improve operational transparency, reduce manual effort, and enhance accuracy in payment processing.

Objectives:

• Build a centralized system to track order flow, RTOs, and pending deliveries for key accounts.

• Automate commission calculations based on predefined margin structures.

• Minimize manual intervention in monthly reporting and reconciliation processes.

Process:

• Designed and managed Google Sheets dashboards to monitor order frequency, status, and delivery performance.

• Maintained detailed order logs to calculate line-item commissions with precision based on agreed margins.

• Automated monthly commission reports using formulas and structured data templates.

• Coordinated with sales and finance teams to validate data and ensure timely payouts.

Achievements:

• Improved reporting accuracy and reduced manual processing time by over 40%.

• Enhanced visibility into order performance and financial metrics for leadership teams.

• Enabled faster and error-free commission reconciliation, improving transparency and trust with top accounts.