Rank Up
Academy
A tailored Real-Time Sales, Payments, and Commissions Management platform.
Introduction
Rank Up Academy needed a dynamic dashboard system tailored for different user roles within a sales organization. The system required real-time updates on sales, payments, and commissions, integrating seamlessly with Stripe for payment processing. The goal was to provide a comprehensive and user-friendly platform to manage sales data and financial metrics for various user roles including Admin, Setter Manager, Closer Manager, Setter, and Closer.
Challenges
at a glance
Here are the challenges we encountered during the application's development phase
Lack of Access Control System (ACS)
The system lacked distinct user roles, each with specific access rights and functionalities. This in turn, prevented users from getting appropriate access to data and tools relevant to their responsibilities.
Inadequate Real-Time Data and Commission Tracking
The system was lacking accurate commission calculations and tracking for different sales roles with real time data synchronization was missing.
Inefficient Data Management and Reporting
The system was missing detailed dashboards for various roles to track sales performance, commissions, and team metrics. Substandard data security and inefficient handling of large volumes of sales data along with the client transaction details.
Solutions Blueprint
DEVtrust implemented several innovative solutions to address these challenges
Custom Dashboard Development
Built user-specific dashboards using Laravel for both frontend and backend, with MySQL as the database.
Developed tailored interfaces for Admin, Setter Manager, Closer Manager, Setter, and Closer roles to ensure each user had access to relevant data and tools.
Real-Time Integration with Stripe
Integrated Stripe for payment processing, enabling real-time updates on sales, payments, and commissions.
Implemented accurate commission calculations, ensuring real-time visibility of earnings for sales personnel.
Comprehensive Data Reporting and Management
Designed detailed reporting features for tracking sales performance, commissions, and team metrics.
Developed tools for managing client transactions, future revenue projections, churn rate analysis, and payment issue reporting.
Impact and
Achievements
The implementation of solutions yielded impressive results
Enhanced Operational Efficiency
Improved data visibility and management for all user roles with 40% reduction in administrative tasks due to automated real-time updates and reporting.
Accurate and Transparent Commission Tracking
Real-time commission calculations and transparent earnings reports for sales personnel has increased sales team satisfaction, leading to a 25% boost in overall sales performance.
Improved Financial Management
Impact: Seamless Stripe integration for efficient payment processing and tracking made 30% reduction in payment processing errors and faster resolution of payment issues.
DEVtrust’s solutions not only addressed the initial challenges but also provided significant improvements in operational efficiency, user satisfaction, and financial management for Rank Up Academy.
Rank up Academy's user-friendly interface
Provides real-time updates on sales, payments, and commissions
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