Sales Dashboard

Our Sales tool consisted of a mobile app and a web app. The web app was meant to serve Admin users as well as Sales Reps, but the Reps were expected to use the web app differently than they would their mobile app. Through research we found that Reps almost exclusively used their iPads or phones to take orders for their customers, but were wanting more reporting around that activity that they could then leverage to sell more. When asked, Reps told us they rarely used a web app, but would when it came to looking at data and metrics. Given this, we knew we had to create a dashboard experience in the web app that would give Reps, and their Admins, all of the data they were looking for in an easily digestible format. 

We used cards to serve up general stats that users would want to know, and a full-page graph depicting the main information they would want to see: Sales. The sales graph would show their current sales compared against that same time last year, so Reps could easily see if they were on target or if they needed to change tactics. We used tables to deliver other reports that would be key for them in their Sales process. On the dashboard we would show a limited number of rows, but user could click to go to the full report with all applicable data to make informed decisions. The overall Dashboard design was modular, allowing for a future version where Reps could customize the reports and widgets seen on their Dashboard to be tailored- made for them and their process.

We designed a notification panel that could be launched from anywhere in the application, keeping Reps up to date on all the happenings of their customers, their orders, and their company. We included a dropdown in the top navigation, so where applicable, Reps could switch between Brands that they were working within. 

Early on we weren't sure how much the Sales Reps and the Admins would want to see on the dashboard, or how they would want to interact with that information. We played around with several different layouts utilizing modular cards. For our MVP, we would have a preset display, but expected with future releases we would give users the ability to customize their dashboard to their preferred information and display. 

What would not be customizable would be how the users would switch between the different brands they were working within. From our research we learned that very few of our target users would work for multiple brands/manufacturers, so the number of users who would utilize the brand switching was expected to be very low. Given this we decided to move the brand selection to the top navigation, and utilize a dropdown control for those users who would need it. This ensured those users who wouldn't have work for multiple brands wouldn't have their dashboard space impacted, and those users who would work for multiple brands would be able to switch the active brand at any time, from any page in the app.

Below is a view of the post-MVP dashboard mocked up with an activity calendar and sales goals, as well as more analytic-type reports. We also designed for all different states, including empty reports and errors fetching data.