Project Description

Analytics and commissions dashboard for Unleashed Software

Before the integration

Wholesalers using Unleashed Software and Xero who rely on a network of agents for sales don’t have a simple solution for calculating commissions to their agents. Unleashed records the sales person for each transaction, but doesn’t calculate commissions.

Simple sales by sales person reports include irrelevant components like shipping, tax, and unpaid orders. There was also a privacy issue with sales agents being able to see the number of sales of other agents as well as their own.

Our integration solution

We developed an agent dashboard, which is automatically populated with relevant sales data and removes irrelevant items like tax and shipping and credits. It now shows the sales by each sales person and the applicable commission based on their individual commission arrangement. Agents log in to see their commissions, review their KPIs and sales analysis by products or by customer.

Think you might benefit from a custom integration? Book a quick chat with ConvertworX and we will explore it with you.

Inbal Steinberg

Inbal Steinberg

Founder at ConvertworX
Inbal Steinberg is a cloud solution specialist and cloud integrator with Convertworx based in Melbourne, Australia. With over 20 years experience as an IT systems analyst, Inbal spends her days reviewing business processes, data flows, and finding the best cloud solutions for clients. Backed by the team at Convertworx, Inbal is the go-to person for cloud advice which is sought after by both SME’s and top accounting firms in Australia.
Inbal Steinberg