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., [login to view URL], 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.

Project ID: 39691478