Business Problem

• Sales allowance requests were managed through emails and Excel sheets
• Lack of standardized approval workflow
• No visibility on approved, pending, or rejected requests
• High chances of calculation errors and duplicate claims
• Delays in approvals impacting sales operations and settlements

Solution

• Developed a Power Apps-based Sales Allowance application
• Integrated with Dataverse / SharePoint for centralized data storage
• Integrated with Power Automate for approval workflows
• Integrated with Power BI for reporting and dashboards
• Digitized the entire request → approval → tracking process

Key Features

• Digital form for sales allowance request submission
• Role-based access (Sales Rep / Manager / Finance)
• Multi-level approval workflow
• Real-time status tracking
• Automated allowance calculation logic
• Email notifications & reminders
• Audit trail for all transactions

Results / Benefits

• 50% reduction in processing time
• Eliminated manual errors in calculations
• Improved transparency and tracking
• Faster approvals and settlement cycles
• Real-time reporting for management

Before vs After (Key Metrics)

• Metric: Approval Time — Before: 3–5 days, After: < 24 hours, Improvement: 60–70% faster
• Metric: Manual Effort — Before: ~6–8 hrs/week, After: ~2 hrs/week, Improvement: 65% reduction
• Metric: Error Rate — Before: 8–10%, After: < 1%, Improvement: 90% reduction
• Metric: Request Visibility — Before: Limited, After: Real-time, Improvement: 100% transparency
• Metric: Processing Volume — Before: 100/month, After: 250+/month, Improvement: 2.5x scalability

ROI Calculation (in USD)

• Business Impact: Better control over sales incentives and allowances
• Improved decision-making with real-time insights
• Increased sales team productivity
• Reduced dependency on manual tracking

Why Power Apps?

• Rapid development with low-code platform
• Seamless integration with Microsoft ecosystem
• Scalable and secure solution
• Cost-effective compared to custom development