Making Commission Plan Configuration Safer

Making Commission Plan Configuration Safer

A guided enterprise workflow for configuring payout rules, checking tier logic, previewing consequences, and submitting plans for approval.

ROLE AND CONTEXT Associate Product Designer | Enterprise commission management | June 2024 to June 2025

I owned the design work end to end, coordinating with product, research, support, and engineering. The project operated within compliance and established design-system constraints.

THE PROBLEM Commission-plan configuration combines financial rules, tier thresholds, exceptions, ownership, and approval requirements. When this logic is hidden or fragmented, finance administrators can reach the final step without confidence that a plan will behave as intended.

EVIDENCE USED The redesign was informed by a support-feedback source containing more than 1,000 entries, together with input from research, support, product, and engineering partners. The portfolio screens are reconstructions because production capture was not available.

DESIGN DIRECTION I structured the experience around five decision stages: establish plan details and ownership, define tier thresholds, configure payout rules and exceptions, resolve validation issues, then preview and submit the plan with approval context.

KEY DECISIONS • Use a guided five-step structure instead of one dense form. • Make gaps and overlaps visible while tiers are being configured. • Separate blocking errors from warnings and explain the consequence of each. • Show payout scenarios before submission. • Carry ownership, change context, and approval state into final review.

OUTCOME AND EVIDENCE NOTE The work resulted in a five-step configuration direction and detailed handoff for implementation. Quantitative impact claims are intentionally excluded because the supporting measurement records have not yet been verified. The screens shown are reconstructed representations of the design direction, not production screenshots.

Full case study: https://savitasingh.vercel.app/case-studies/xactly