Sales dashboard

Turning raw data into an accessible and useful visual dashboard for market and sales insights, improving business relations, and increasing profits.

Role

Product designer

Client

Ambev

Year

2020

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The project

Some wholesale and market information are transmitted from providers in raw data format. The client contacted us to translate this rough data into a better visual representation, aiming to assist users in their investments choices and negotiation strategies, bringing an overview of the performance of the retail and wholesale chains and their stores.

What I did

  • Wireframes and visual concepts for raising funds for stakeholders projects
     

  • User interview to understand workflow and data interaction
     

  • User workshop to validate solutions and usability testing 
     

  • Desktop and mobile interface design keeping close contact with software engineers
     

  • Assisting nationwide users training

     

Outcomes

For users

75% less manual actions

For the company

+ 60% access to sales strategy

For our consultancy

3x Expansion of contract and profit

Main objectives

  • Design Two different dashboards for two distinct user profiles: Nationwide Key Account Managers and their assistants, considering different levels of experience and skills.
     

  • Translate rough data sent from provider into a better visual focusing on strategy
     

  • Deliver the desktop versions in 3 weeks
     

  • Learn both providers and clients business terminology
     

  • Follow specific tech requirements, as the interface had to be replicable inside Power BI tables

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Getting funds

Before talking to users, as it was an innovation project, we had to create an initial concept to guarantee the internal investment for our client.

 

After analyzing the briefing and all material provided, we synthesized and clustered data into groups to create the wireframes and a visual concept for validation with stakeholders and developers.

 

With their approval and funds raised to continue the project, we proceeded to validate it with users during interviews.

Black Edition

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