Sales Dashboard Feature
Nutrien Experience Platform
I was the designer leading this project along with the Product Manager ideating early concepts, running design sprints, workshops, presenting regularly to leadership, and delivering final assets for production. I worked with multiple cross-functional teams that included product managers, engineers, and Product owners.
Role
UX Designer
UI Designer
Researcher
Usability Tester
Tools
Figma
Miro
Platforms
iOS
Android
Team
Product Designers
Developers
Project Managers
Product Owner
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Project Summary
In response to the intricate workflow of Sales Managers accessing data from disparate sources a transformative vision has emerged. Recognizing the complexity of their current routine, which involves retrieving granular information and meticulously Slicing and Dicing it to align with present needs, there is a clear opportunity to enhance their experience through an intuitive and powerful solution.
The Problem
Over the years, we've received feedback from Sales managers expressing the increasing challenges in performing their roles. The primary hurdle stems from spending a considerable amount of time extracting data from an outdated software system and manually inputting it into Excel Sheets to monitor and manage their performance. This cumbersome process not only consumes a significant amount of their valuable time but also contributes to a sense of overwhelm.
Our Goal
The Sales Reporting App isn't just about consolidating data, it's about crafting a seamless user experience for Sales Managers, turning data into actionable insights effortlessly. Imagine a virtual cockpit designed exclusively for Sales Managers, eliminating the need to navigate through multiple reports. Our goal is to empower Sales Managers with a comprehensive view of products, enabling them to anticipate, track, and meet customer demands with unparalleled efficiency.
Phase 1
Discovery - Understand and Immerse
In order to understand our users we decided to conduct workshops, this was a great way to understand how they use current tools and what pain points they encounter.
Phase 1
Research - Emphasize and Define
Good UX design starts with a deep understanding of our users, their goals, and their needs. We conducted user research, created user personas, and gathered feedback to inform our design decisions.
Phase 1
Key Features For The Solution
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Performance Tracking Features: Ability to Track Forecast against Shipped, To-Go and Remaining.
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Application to view by Product, Customer, Source and Delivery mode.
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Customization Features: Ability to select Favorites and Drag & Drop Features.
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Ability to drill down to more granular data.
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Ability to link to Inventory Reports.
Phase 2
Design - Create and Iterate
After gathering all the data and insights from our users we moved on to creating the first concepts. Underneath you can see the design process and journey we went through.
Phase 3
Low-fi Concepts
Our goal was to check and test functionality of our early concepts with low-fi prototypes rather than the visual appearance of the product.
Phase 3
User Testing
By testing low-fidelity concepts with users allowed us to gather early feedback. This feedback is invaluable for understanding user needs, preferences, and pain points, which can guide further development. This helps us ensure that the final solution aligns with our user expectations.
Phase 3
High-fi Concepts
Based on our all of our findings shown above, we narrowed our focus into 4 areas for potential improvement of our original dashboard:
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Improve the data we provide
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Improve navigation
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Improve actionability
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Improve notification
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Improve workflow
Improve the data we provide
I learned that a majority of our clients want more details on how much they’re selling each day, how much of the products have been shipped, commitments to go and remaining forecast.
I wanted to display the data in a more visual way for it to be better digested and appealing. Keeping in mind of technical constraints, I made sure we were using charts and graphs from an existing library.
Improve Navigation
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Through our research, we discovered that structuring our list by both "Customer" and "Source" significantly enhances user navigation within the table.
This approach ensures a streamlined and
user-friendly experience, aligning with our goal of providing clear and intuitive navigation.
Improve Actionability & Notification
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What can Sales managers do once they see their customer's forecast?
What happens when they're behind forecast?
We thought of a few ways to help guide and enhance the experience by prompting warning icons during different states, since it's important for our users to see their customers inventory depending on the source.
Improve workflow
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We prioritized a seamless user experience, allowing users to effortlessly review their clients' contracts without disrupting their current workflow.
To achieve this, we introduced a 'drill down' option, empowering users to delve deeper into their clients' details and contract information directly within the interface.
FInal Phase
Before and After
Prior to the introduction of the dashboard, Sales Managers spent 2 to 4 hours daily assembling a comprehensive data chart, navigating through various reports to grasp their sales goals.
The redesigned dashboard has streamlined this process, now requiring 2 minutes for Sales Managers to access and gain a comprehensive view of products. This efficiency not only allows for swift anticipation and monitoring but also empowers them to meet customer demands with unprecedented ease.
