commission tracker

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Commission Tracker – August 2009 (Visual Basic/VBA/Excel) The company this was developed for had an existing commission tracker that required manual entry by the sales staff. This was tedious at times, and each time there was a change of a price of a single product, a new version of the program would have to be created. When this happened, any information from older versions of the file would have to be re-entered into the new version of the program by the sales staff. This was creating massive dissension throughout the company. A new version of this program was developed that allowed the program to update itself or configuration data within it. This program saved the sales staff time, and provided them with additional tools to motivate them to sell more. This was the splash screen for the commission tracker program. It contained several functions. Manager Tools (information manipulation tools for managers), Quotas allowed new quotas each month to be entered (used to calculate eligibility and tiers), Crystal Ball would take all data entered month to date, and calculate the final trending commission, Submit would automatically upload the entire Excel workbook to an FTP server. Entry Functions allowed for various editing functions for data entry. Re-Update would force the workbook to pull an update for itself from the server (only if the automatic function failed). An external “Program Manager” app ran in the background, and when this workbook was used after an update was detected this screen would show up. This screen would pull the updated program from the server, and move all data into the new version. A list of changes in the newest version was available from the server, and would display on this screen for the user to read while the update was performed.

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Commission Tracker – August 2009 (Visual Basic/VBA/Excel) The company this was developed for had an existing commission tracker that required manual entry by the sales

staff. This was tedious at times, and each time there was a change of a price of a single product, a new version of

the program would have to be created. When this happened, any information from older versions of the file would

have to be re-entered into the new version of the program by the sales staff. This was creating massive dissension

throughout the company. A new version of this program was developed that allowed the program to update itself

or configuration data within it. This program saved the sales staff time, and provided them with additional tools

to motivate them to sell more.

This was the splash screen for the commission tracker program. It contained several functions. Manager Tools (information

manipulation tools for managers), Quotas allowed new quotas each month to be entered (used to calculate eligibility and tiers),

Crystal Ball would take all data entered month to date, and calculate the final trending commission, Submit would

automatically upload the entire Excel workbook to an FTP server. Entry Functions allowed for various editing functions for data

entry. Re-Update would force the workbook to pull an update for itself from the server (only if the automatic function failed).

An external “Program Manager” app ran in the background, and when this workbook was used after an update was detected

this screen would show up. This screen would pull the updated program from the server, and move all data into the new

version. A list of changes in the newest version was available from the server, and would display on this screen for the user to

read while the update was performed.

An import feature was eventually added to take information directly from the point of sale system and fill in this program

(preventing manual data entry).

A settings console allowed for the configuration of various settings.

This screen was a visual way for the sales reps to see their progress real time against quotas and tiers.

This was an example of one of the data entry forms. There were 5 different commission areas and all 5 had different

information required.