The Challenge
Before adopting Everstage, Macrobond Financial was managing its entire sales commission process manually using Excel. While the company leveraged Salesforce as its primary data source, commissions were calculated and tracked in manual spreadsheets. This setup posed several critical challenges for the business.
Alex, the Head of Revenue Operations and FP&A at Macrobond Financial, spent up to 10 days per quarter calculating commissions on Excel. The manual nature of it meant that even small adjustments required extensive back-and-forth with spreadsheets, often involving multiple stakeholders such as managers and finance approvers. This labor-intensive process increased the risk of errors and delays, particularly during end-of-quarter calculations and payouts.
Sales reps had minimal visibility into how their commissions were calculated. This opacity led to frustration and shadow accounting, where reps maintained their own spreadsheets to estimate earnings. The absence of a centralized, real-time view also meant questions and disputes often arose at the end of a quarter, increasing organizational friction.
The Solution
Macrobond Financial partnered with Everstage to modernize its sales commission process. The Everstage platform and the team helped them transition from Excel models to a transparent, scalable, and automated solution.
Seamless integration with Salesforce
One of Everstage’s early wins was its ability to integrate cleanly with Macrobond’s Salesforce environment. By mapping data fields and using predefined Salesforce objects, the integration ensured reliable data flow to support accurate and timely commission calculations.
Easy plan building with the No-Code Plan Builder
Everstage’s no-code interface allowed Alex to build and iterate on comp plans without depending heavily on engineering resources. The drag-and-drop logic builder, prebuilt functions, and customizable fields made it straightforward to replicate complex business rules and segment plans across different roles.
Multi-source plan management
Macrobond Financial runs compensation plans not just for sales teams but also for other functions like customer success and product specialist teams, each focusing on different performance metrics. Everstage supports combining Salesforce data with manually uploaded inputs for qualitative KPIs and MBOs, allowing for holistic visibility across varied roles.
The Result
Macrobond Financial began to realize immediate benefits in transparency, efficiency, and employee experience after implementing Everstage.
Time Savings and Operational Efficiency
Alex observed a significant reduction in time spent on managing commissions within the first few months of implementing Everstage. The automation of recurring processes and visibility into real-time calculations allowed him to shift focus to higher-value tasks.
Improved rep transparency and experience
For the first time, sales reps gained clear visibility into their earnings. With deal-level breakdowns and real-time dashboards, users could proactively understand their commissions and ask questions earlier in the quarter. This reduced end-of-cycle confusion and shadow accounting drastically.
Impact during broader organizational transformation
In the context of broader company level changes, Everstage became something that brought clarity to at least one complex business process. The platform’s ease of use and rapid deployment helped foster early adoption and build confidence among all the stakeholders.
