D2D Sales Commission Web App
The Product
This web app was created to calculate commission pay for D2D Sales Reps. The app includes two views, one for creating pay periods, managing customer pay structures and payees, one for sales managers to view pay history and sales stats for reps they oversee.
My Role / Responsibilities
User research, interface design, and overall product management including:
- Learning users process and pain points
- Designing user interface
- User testing
- Feature prioritization / backlog management
- Sprint management
The Problem
D2D Sales commission pay is often custom per rep and very time consuming to calculate. Full commission is paid out in three or more different payouts. Each payout calculation includes looking at individual sales and determine how much should be paid based on different information including type of service, account status, and contract value.
The Goal
Decrease the amount of time it takes to calculate payroll, thus saving payroll employees.
Understanding the User
To fully understand the details of how pay periods are created and calculated, I had to immerse myself in the commission payroll world. Because I would ultimately be explaining and QA’ing the engineer’s math and logic for pay calculation I had to understand it inside and out. I spent several hours shadowing and helping with pay audits.
The necessity of this created a valuable opportunity for me to feel some real empathy for my user’s pain points.
Primary Pain Points
Time Spent Calculating Pay
Calculating pay for each rep took about 20 minutes which made making pay deadlines nearly impossible.
Pay Accuracy
Since all account data was pulled manually and calculated by hand there was always errors. There was no pay history per account that a rep could see.
Manual Pay Stub Creation
All pay stubs had to be manually created which limited what could be displayed.
Storing Payee Information
Users had no way of storing payee information like tenure, sales team, bank info, tax info etc.
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