dashboard
A clearer and more personalized management of activity
With Eugène, Product Manager, we designed a dashboard for sales teams, offering a clear and concise overview of their activity.
This dashboard allows each salesperson to track their tasks, goals, contacts, and associated lots at a glance, with customization options according to needs (view by day/week/month, or by program).
The goal was to centralize all the information on a single page, while maintaining enough flexibility to allow for future development.
❌ Salespeople lacked a centralized and visual space to manage their daily activity.
🎯 Design a unique, customizable dashboard that centralizes all key information for sales reps: tasks, contacts and lots tracking, goals to be achieved.
🎯 Lay the foundation for a scalable tool, integrating gamification elements in the future to motivate teams around manager-defined objectives (number of calls, meetings, etc.).
👉 A clear and customizable interface based on each salesperson’s preferences (by day/week/month or program).
👉 Quick visualization of task, contact, and lot tracking, with progress indicators.
👉 Integration of Unlatch’s design system to ensure visual consistency and support future updates.
👉 Foundation of a gamification system based on manager-defined goals to energize teams.
Card Sorting Workshop
Interviews with sales reps to identify the most important elements to display and understand their real daily needs.
We conducted a card sorting phase.
The goal was to identify and prioritize the essential information to display in the interface to optimize readability and decision-making.
Designing the mockups
Dashboard
Opening a filter
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