Rethinking Sales Dashboards

Our team embarked on a transformative initiative at a Financial Tech client, tasked with designing a comprehensive sales dashboard. The objective was to provide the sales team with an integrated view of their clients, incorporating details from market capitalization and employee count to recent invoices, ongoing projects, and precise forecasting.

Approach

Recognizing the diverse needs of the sales team, we adopted a user-centric approach. User interviews revealed the absence of a universal “right dashboard,” leading us to the concept of “right dashboards.” As the sole designer on the project, I assumed the responsibility of organizing existing user research and conducting additional interviews to pinpoint the challenges and pain points faced by users.

Existing Challenges

Despite the existence of numerous dashboards, they lacked organization based on user needs. Consequently, each dashboard contained fragmented information, requiring users to resort to creating personalized dashboards and reports, bypassing the available tools.

Solution Implementation

Through extensive conversations with various stakeholders, we formulated a series of dashboards and views tailored to real-life use cases. This ranged from a detailed review of a specific client’s invoice history and revenue to sales dashboards providing insights into top clients and current opportunities for individual users.