Karl Joe is a regional sales manager who is tasked with meeting sales targets. He finds the sales data he currently has access to is difficult to analyze and gain insights from due to the large amount of raw and unrelated data presented in tables. This makes it challenging for him to identify problems and take corrective actions. The proposed sales dashboard solution aims to provide Karl Joe with a customizable and visually-rich interface that presents key metrics and filters in an intuitive way. It also leverages voice search and questions to help Karl analyze trends and drill down into store or product-level details more easily. The goal is to empower Karl to make data-driven decisions and monitor performance against goals in a quick and simplified manner.

1. Sales
Dashboard’ for Regional
Sales Manager
Assignment
Johnson Minz
16 July 2018

2. Problem statement
You have to design a ‘Sales Dashboard’ for Regional Sales Manager of Electronics Company for them to view, analyse and manage their Sales data.
The goal of this dashboard is to allow the user (Regional Sales Manager) to quickly access the available information, derive insights from sales data,
identify problems, make decisions and determine where corrective actions needs to be taken.
There are thousands of stores all over the world (across various countries) with various sales data, so preventing users from having to scroll through
long lists of store related data is very essential.
Some of the key piece of data associated with the sales (Monthly, Quarterly and Yearly) is -
· Number of units produced for devices of different models
· Sales volume (Total and Country wise)
· Sales revenue (Total and Country wise)
· Sales Expense (Store expenses, Marketing Expense, etc.)
· Net revenue (Total and Country wise)
You can add more data points which could be important for the Regional Manager to achieve his/her goal.
Some of the sample User Scenarios are as follows
- User wants to know how many devices are sold of each model in each store
- User must be able to know the trend of the top selling models in different countries
- Which are the best performing stores and which are the stores with poor sales?
- What is the net expense and net profit? What is the store-wise expenses and Profit?
- User must be able to filter and analyse the profit and loss for each store
Assumption: You can add more user scenarios as per Business Understanding and Business Needs. You can assume relevant and
realistic data.
User expects simplistic, intuitive and rich-visual interaction.
• 1. Requirement Document – User Needs, Use cases, User Scenarios/Stories, Business Understanding and Business Needs
2. Information Architecture & Task Flows
3. Concept Wireframes (UI Flow)

3. Solution
https://youtu.be/ECAXG6umRWo
See the customer journey of the solution

4. User Ecosystem
Zonal
Sales Manager
Regional
Sales Manager
Store
Manager
Gives Sales Target
Assigns the budget
divides Sales Target
to store level
Closely monitors the
Sales figure to achieve target
Get Sales Target
Of product
Closely monitors
product and stocks.
Assumption:
Electronics Company has three level of hierarchy .
a) The top level is Zonal sales manager who set the vision of Sales .
b) The mid Level is Regional Sales manager who gets the target and aligned it for the store
to achieve it.
c) The lower level is store manager who has to fulfil ,the sales number as specify by the
Regional sales manager.
Electronic Company which is making Consumer Products Go to market : Exclusive Stores

5. Personas
Kelly Fox, Zonal Sales
Manager
Age : 48
Goal : To increase the
Profit . To increase the
product performance. To
forecast the sales and
based on that she sets the
target for the regional
mangers
Karl Joe, Regional
Sales Manager
Age : 42
Goal : To meet the sales
target. Constantly
improves the sales
number. To improve the
sales process. To
monitor the store sales
Neil Matt, Store Sales
Manager
Age : 39
Goal : To Meet the sales
target . To increase
customer satisfaction.
To ensure the stock ,
sales and profit, as given
by regional manager

6. Persona
Goal : To meet the sales target. Constantly
improves the sale number. To improve the sales
process. To monitor the store sales
Karl Joe, Regional Sales Manager
Age : 42
Technology : He has smartphone, company owned
laptop, smart watch. He browse internet and very
active in social media.
Pain Points : It is very tedious job to search relevant
data. The raw data are complex and very tabular ,
which makes very hard to gain insight from

7. Scenerio
Karl Joe, Regional Sales Manager
User has target to
achieve for
This month. To achieve
this ,he is constantly
monitoring the key
metrics
1 2
User finds out that the
revenue growth is not
as good as he
aspected
3
User finds too many
table and unrelated
data. Which makes
extremely difficult to
figure out the problems
4
After hours and hours
of data mining he finds
out that, Some his low
performing stores
stocks are low, That to
of highest selling
models

8. Problem
Pain Points
1
User finds too many table and unrelated data. This make extremely difficult to figure
out the problem
User Actions
View / and observes Data
Analyse and observation Create Insights
Take action as per as insights
2 3
4

9. Problem
Important Business number KPI
Sales(vol)
Revenue
Forecasted sales ( target )
Price per unit
Gross Margin
Variance
Profit
Revenue YTD
Expenses
Inventory
Stocks
Customer Services
Supplies
Activities
Important Data Buckets Product wise
Trends
Location wise
Trends
Time wise
Trends

10. Problem
Purpose of dashboard To achieve the Targets
To gain insight of the sales figure of stores
Who is the user Regional Sales Manager
How often it is observed 5-6 times a day
How does it look like Monitoring Dashboard
How much data ? As less as possible
Type of chart More of visual, less of piecharts
Time period Quick sessions

11. Secondary research
FinalTake away

12. BrainStorm

13. Possible Directions
User expects simplistic, intuitive and rich-visual interaction.
Less data, easy to switch the visual representation.
Custom Watch-lists, Quick search
Ai Based algorithm which automatically analyses the data and
gives manager, the insight
Voice Search
Ask Questions

14. Directions
Less data, easy to switch the visual representation
Custom Watch-lists, Quick search
Voice Search
Ask Questions

15. Information Architecture
Overview
Product wise
revenue
Store/location
wise revenue
Action/Tasks Calendar
Highlights of
A) Kpi
B) Product wise
revenue
C) Store wise revenue
D) Action to be taken
E) Meeting and
schedule ahead
F) Leader board
A) Sales
B) Sale revenue
C) Profit
D) Expense
E) Gross margin
F) Planning
G) Trends
Filters
A) Sales
B) Sale revenue
C) Profit
D) Expense
E) Gross margin
F) Planning
G) Inventory
H) Stocks
I) Customer service
J) Trends
Filters
A) Generate Task
B) Generate Report
C) Resolve a task
D) Expense
E) Appointment
A) Subject
B) Assignee
C) Date
D) Priority
E) Follow ups
F) Status
G) Watchlist
A) Add Event
B) View Event
C) Delete Event
D) Action triggers
E) Meetings
A) Birthday
B) Appointments
C) Marketing
campaign
D) Store activity

16. Iterations

17. Rough wire frame

18. Rough wire frame

19. Final Solution

20. Features
1. Fully customisable
Dashboard. Easy to
remove cards
2. Change the view of
card. Explore new
chart to fit your need
3. Mining of data is fun
now. Thanks to “Ask
anything”. It will give you
everything, just ask it. The
auto suggestion will
further help you to gain
useful insight in quick time

21. Simple Flow

22. Simple Flow

23. Simple Flow

24. Wireflow Flow

25. Wireflow Flow 1
View Data and analytics
Fluidly
1. Fully customisable
Dashboard. Easy to
remove cards
Set new Kpi And add to the watch-list

26. Wireflow Flow 1
Next Page
Each data can be filter
And condition as per as user
need
The cart visual can be
Changed on the go

27. Wireflow Flow 1
Get to the finest details
To create greater
understanding of problem

28. Wireflow Flow 2 (Ask me)
He searched of top
Looser store
User start his Search when
He saw revenue down
He searched of top
grossing model

29. Wireflow Flow 2After getting two data fact
user is probing deep
He sees the detail data of shop

30. Wireflow Flow 2Finds out stock of
top selling model is low
He see raise the issue for its representative

31. Watch the journey
https://youtu.be/ECAXG6umRWo
See the customer journey of the solution

32. Mobile Version
Landing Page
Ask anything to
“Ask me”
Deep dive into finest detail
And improve your sale

33. Future scope of work
Heuristic Evaluation
Usability testings
Ui styling
Iterations and more

34. Thank you