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← Stromeus
CRMAutomation Project Energy & Utilities

Stromeus · Sales Commission Accounting

Monthly commission accounting calculates sales payouts, prepares reports and lets the team confirm and close each accounting period.

Duration 12 weeks
Tasks 22

This project turns sales records into monthly commission statements. The team can review the figures, generate PDFs and close a completed accounting period.

What was built

  • Record the sales details needed for commission tracking.
  • Calculate commissions for individual sales and sales volume tiers.
  • Generate monthly commission statements automatically.
  • Prepare PDF statements from the accounting view.
  • Confirm and close completed accounting periods.

Recently touched

  • 2026-04-23 Stufenprovision + Einzelprovision (laut Vereinbarung) Done
  • 2026-04-23 Build/update Make scenarios for commission lifecycle Done
  • 2026-04-23 Agentenabrechnung - monthly commission system Done
  • 2026-04-23 Phase 3: Make scenario C - confirm & close period Done
  • 2026-04-22 Phase 2: Make scenario B - monthly Abrechnung generate Done

Other projects in this case study

  • Salesforce Lead Migration

    The planned move to Salesforce defines how call enquiries should be recorded and which leads should return to Pipedrive for sales follow up.

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  • Sales Operations Support

    Ongoing support keeps calculator enquiries, sales records, call information and commission calculations working together.

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  • Energy Tariff Calculator

    Customers compare electricity and gas plans by location and usage, while enquiries and supporting documents reach the sales team in Pipedrive.

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  • Pipedrive + JustCall

    JustCall conversations update contacts, call history, and sales progress in Pipedrive so Stromeus staff can follow up from one place.

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