Month-end performance review in one click
Every month-end, 4 people spend up to 2 days pulling numbers, checking incentive math and waiting on your approval.
Before and after.
Every month-end, sales operations pulled performance numbers, cross-checked them across markets, calculated incentives and chased manager approvals. Four people were involved, managers could take up to 2 days to validate, and account managers waited to see how they did.
- 4 people checking the same numbers
- Up to 2 days waiting for approval
- Incentive math done by hand
- Scores calculated before the manager looks
- 1 Approve button in Slack
- Every account manager gets their report same day
What we built, step by step.
Score every account manager
The workflow pulls the month's data, splits it by market and scores each account manager with the same rules every time.
One message, one button
The manager gets one Slack message with every result color-coded and a single Approve button.
Reports go out by email
Approval sends every account manager a personal report by email on the same day.
Ops tasks run in the background
Smaller workflows forward invoices, send low-balance reminders, upload leads to the CRM and look up WhatsApp numbers.
From busywork to running on its own.
The problem
Every month-end, sales operations pulled performance numbers, cross-checked them across markets, calculated incentives and chased manager approvals. Four people were involved, managers could take up to 2 days to validate, and account managers waited to see how they did.
What we built
We built one workflow that pulls the evaluation data, splits it by market for Singapore, Hong Kong and the Philippines, and scores each account manager automatically. The manager gets a single Slack message with color-coded results and one Approve button, which sends each person their own report by email. Smaller workflows also handle invoice forwarding, low-balance WhatsApp reminders, CRM lead uploads and WhatsApp number lookups.
What changed
A 2-day, 4-person process became one click. The math is done before the manager looks, so approval is a decision rather than a check, and every account manager hears back on the same day each month.
Built in-house by our founder, before or alongside Workchestra. Names and numbers in the screens are samples; the results are real.
Want this for your team?
A free 20-minute call with the founder. We will tell you honestly if it is worth automating.