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Designing Analytics Dashboard
Designing an analytics dashboard that empowers sales managers with actionable, data-driven insights. The dashboard provides interactive visualizations of key sales metrics, product performance, distributor effectiveness, and sales representative results to support strategic decision-making and performance optimization.
TIME 3 weeks
TYPE Design Challenge (Enterprise E & Y)
TOOLS Sketch | InVision | Adobe Suite
MY ROLE User Research, UX/UI Design
TEAM PT Nallam, Bhavya Sinha
OVERVIEW
An FMCG company has identified the need for its sales manager to view a custom dashboard in Microsoft Dynamic to track various business data & KPI's.
The task is to design a customizable data dashboard that visually tracks, analyzes & displays Key performance indicators. and metrics to help Sales Managers(SM) make the best decisions based on data.
The Process
As this project is about the needs and requirements of sales managers, I kicked off this project with understanding the role and responsibilities, KPI's, stakeholders' expectations of the Sales Manager of an FMCG company- Reckitt Benkiser.
A focused interview with follow-up questions to understand how can we best design the data dashboard for sales managers.
User Research
Believes in Work-Life Balance
AAKASH KAUL
Area Sales Manager
Reckitt Benkiser
User's Work Hierarchy
// Organisation Structure
User's Work Stakeholder
// Sales Team Structure
What is Aakash dealing with?
Aakash's Responsible for
// Key Performance Indicator (KPI)
Design Decisions
As this project is about the needs and requirements of sales managers, I kicked off this project with understanding the role and responsibilities, KPI's, stakeholders' expectations of the Sales Manager of an FMCG company- Reckitt Benkiser.
A focused interview with follow-up questions to understand how can we best design the data dashboard for sales managers.
// Problem 1
Sales Managers have to deal with lots of data and have to look at multiple metrics before taking a business decision.
// Design Focus
How to provide a unified view of various different KPIs that impact business decision making?
// Problem 2
Sales managers have to keep track of multiple team members in order to promote sales
// Design Focus
How can we show the performance of each team member in a hierarchal order?
How can we show the comparison by using various filters, time , brands, channels to help SM?
Revenue Generated (Green) & Forecasted (Peach)
Only for specific products
Describe your image
Revenue Generated (Green) & Forecasted (Peach)
// Problem 3
There is no unified way of showing data and comparing that data is too difficult.
// Design Focus
Screen Gallery
