SaaS Sales Commission Automation Platform

Project Name: Sales Commission Automation SaaS Platform
Project Owner: Kedar Neopaney
Objective: Build a scalable, multi-tenant SaaS platform that automates sales commission
calculations, integrates with external systems, and provides subscription-based access to
businesses.
Goals
- Automate commission calculations based on customizable rules
- Provide dashboards and reports for sales reps and managers
- Enable integration with CRMs, ERPs, and spreadsheets
- Offer subscription-based access to multiple companies
- Ensure scalability, security, and data isolation
Core Features
1. User Management
- Multi-tenant architecture (each company has isolated data)
- Role-based access control (Admin, Manager, Sales Rep)
- User registration and login (OAuth, email/password)
2. Commission Rule Engine
- Dynamic rule builder (e.g., % of sales, tiered commissions)
- Support for multiple commission types (flat, tiered, bonus-based)
- Rule validation and simulation
3. Data Integration
- API connectors for CRMs (e.g., Salesforce, HubSpot)
- File upload support (CSV, Excel)
- Scheduled data sync and error handling
4. Dashboard & Reporting
- Real-time dashboards for performance tracking
- Commission statements for reps
- Manager overview reports
- Export to PDF/Excel
5. Workflow Automation
- Approval flows for commission payouts
- Notifications (email, in-app)
- Audit logs
6. Subscription & Billing
- Stripe integration for monthly billing
- Free trial and tiered pricing plans
- Company onboarding wizard
7. Security & Compliance
- Data encryption (at rest and in transit)
- GDPR-compliant data handling
- Activity logging and access control
Technical Requirements
Backend:
- Language: Node.js / Python
- Framework: Express / Django / FastAPI
- Database: PostgreSQL / MongoDB
- Hosting: AWS / Azure / GCP
Frontend:
- Framework: React / Vue.js
- Responsive design for desktop and mobile
- Charting library (e.g., Chart.js, D3.js)
DevOps:
- CI/CD pipeline
- Docker containers
- Monitoring (e.g., Datadog, Prometheus)
Project Phases
Phase | Duration | Deliverables
---------------------|----------|---------------------------------------
Discovery & Planning | 1 week | Requirements doc, wireframes
MVP Development | 6 weeks | Core features, basic UI, integrations
QA & Testing | 2 weeks | Bug fixes, performance testing
Launch & Handover | 1 week | Deployment, documentation
Success Criteria
- MVP deployed and functional for at least one test company
- Commission rules configurable without developer input
- Data integrations working with at least one CRM
- Subscription billing live and tested.