A SaaS company encountered difficulties in ensuring precise and transparent revenue allocations across various stakeholders, including sales leaders, business units, finance teams, and sales compensation teams, owing to frequent product and packaging adjustments. The existing manual process proved error-prone and challenging to interpret. To address this, iOPEX introduced a sophisticated Revenue Allocation workbench solution driven by rules and configurations, eliminating the need for manual intervention. Additionally, personalized self-service dashboards were provided, offering clear and concise explanations of intricate allocation rules to sales and business unit teams as part of the project.

Join for free to read