Rebate & Volume-Tier Tracker

The problem this kills

Tiered supplier deals are quietly leaking money. You sign a rebate agreement that pays 2% at $500K, 3% at $750K, and 4% at $1M for the year - and then you find out in January that you landed at $740K. You missed the next tier by a rounding error, and nobody saw it coming because the spend lived in three different systems and one tired spreadsheet.

Then there's the other half of the leak: the rebates you did earn but never claimed, or claimed at the wrong rate because nobody untangled whether the tier was "stepped" (the higher rate only applies to spend above the threshold) or "retroactive" (the higher rate applies to all spend once you cross). Periods don't line up. Claimed-versus-received never gets reconciled. Real money walks out the door.

This tool turns all of that into something you can actually steer: a live view of how close each supplier is to its next threshold, a projection of where you'll land if nothing changes, an alert while there's still time to shift a purchase, and a defensible rebate-owed figure at period end that a manager signs off before you ever send a claim.

What you'll build

A private, login-protected web app for your procurement team that:

• Imports your rebate agreements - each supplier's tiers, thresholds, rate or amount, period, and whether tiers are stepped or retroactive.
• Imports actual spend per supplier per period (from a CSV/Sheet export today, from your ERP later).
• Computes current attainment - where each supplier sits right now against every tier.
• Projects period-end spend using your run-rate, so you can see "you'll land at $740K - $10K short of the 4% tier."
• Fires near-threshold alerts by email while you still have time to steer spend toward (or away from) a supplier.
• Reconciles at period end - computes the rebate owed, lets a category manager review and approve the figure, then exports a clean claim/accrual CSV.
• Tracks claimed vs received, so you know which rebates are still outstanding.
• Shows a dashboard of tier progress across all your agreements at a glance.

What's inside the Implementation Plan

• It starts by interviewing you about your business. Before a single line is built, the plan has the AI agent ask you about your real agreements, your spend systems, your naming and SKU conventions, your volumes, your approval rules, and your messy edge cases - then it reflects a short tailored spec back and waits for your thumbs-up. You get a tool shaped around your deals, not a generic template.
• A step-by-step build, each step ending in a ready-to-paste prompt for your AI coding agent.
• The exact data model for agreements, tiers, spend, and rebate claims - including correct handling of stepped vs retroactive tiers and period alignment.
• The projection and near-threshold alert logic.
• The human approval gate around the rebate-owed figure.
• A full "No API yet?" fallback so you can build and run the whole thing today from a Google Sheet or CSV, with a clean CSV export in the exact columns your finance/ERP system expects.
• A verification checklist so you know it actually works before you trust it with a claim.

The governance it includes (this is the point)

This isn't a spreadsheet with extra steps - it's built with the controls procurement and finance expect:

• Login so only your team can open the tool.
• Row-level security so each organization only ever sees its own agreements and spend.
• A complete audit trail - who imported what, who changed a tier, who approved which rebate figure, and when.
• A hard human-in-the-loop gate: the projection is informational, but the rebate-owed claim figure must be reviewed and approved by a category manager before it's used to claim or accrue. The AI drafts; a person signs off; only then does it commit.
• Duplicate guards so the same spend transaction can't be counted twice and the same agreement-period rebate can't be claimed twice.

Who it's for

Category managers and procurement leads who manage tiered or rebate agreements and are tired of missing thresholds by a hair or leaving earned rebates unclaimed. If you've ever found out after the period closed that you just missed a tier, this is for you. No coding experience needed - you'll build it by talking to an AI agent.

You've got this - paste the first prompt and let the interview tailor it to your deals.