Immediate visibility into sales performance and compensation

Sales compensation tracking shouldn’t live in a spreadsheet that breaks every time you add another year of data. But for many distribution and CPG companies, that’s exactly where it lives, buried in Excel, rebuilt manually, and always one step behind.

This Service Spotlight shows how one food distribution company moved from fragile spreadsheets to a daily-refresh Power BI dashboard their leadership actually uses

THE CHALLENGE

A food distribution company was running sales compensation and YoY performance tracking in Excel. The file grew larger each year, causing performance issues. Every report required manual column relabelling, copy/paste, and pivot rework. Leadership lacked real-time visibility into Business Development rep performance, and the process couldn’t scale.

WHAT WE DELIVERED

The team built a Power BI dashboard connected to the client’s data with daily automated refresh. The dashboard delivers:

• YoY quantity and gross profit change by BD representative
• MTD and YTD performance comparisons
• Commission percentage tracking tied to rep attribution
• Filtering by BD representative for individual performance views

The solution replaced a fragile Excel workflow with a centralised, always-available dashboard accessible via the portal.

THE IMPACT

Daily manual Excel manipulation eliminated. Leadership now has immediate visibility into sales performance and compensation metrics without waiting for reports to be rebuilt. The dashboard scales automatically as new years of data are added.

Facing a similar challenge? We can help.