Technology & Data
Data Canopy
Commission operations rebuilt for a secure infrastructure provider.
Data Canopy needed Salesforce and Spiff to calculate commissionable MRR, quota bonuses, and sales payouts with finance-level transparency.
Operating challenge
Commission logic had to account for products, opportunities, one-time versus recurring revenue, sales engineer and direct sales plans, monthly commission views, quarterly bonuses, and backwards-looking payout review.
What Lodestone shaped
- Mapped Salesforce opportunity and product fields into Spiff compensation logic.
- Reviewed commissionable MRR, quota bonus, product flags, and payout reporting needs.
- Helped align sales, finance, and leadership around what Spiff should calculate and what Salesforce needed to supply.
Resulting direction
- The team gained a cleaner path to trusted commission calculations.
- Sales and finance had better visibility into payout logic.
- Monthly commission and quarterly quota reporting could operate from a clearer Salesforce foundation.
Profile context
Secure hybrid cloud, colocation, and infrastructure provider
Infrastructure provider helping customers operate across colocation, cloud, connectivity, and secure data-center needs.
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Explore the leadership and specialist responsibilities that connect business priorities, architecture, and implementation.