CURRENTLY SEEKING PRODUCT DESIGN, PRODUCT OPERATIONS AND UX OPPORTUNITIES
CURRENTLY SEEKING PRODUCT DESIGN, PRODUCT OPERATIONS AND UX OPPORTUNITIES
Sales Agent Performance Dashboard
Project Overview
Designed and built an interactive sales performance dashboard that transformed complex operational data into a clear, user-friendly experience for individual sales agents. The dashboard combined live performance metrics, commission calculations, target tracking and forecasting into one place, allowing agents to quickly understand both their current performance and projected earnings throughout the month.
Designed and built an interactive sales performance dashboard that transformed complex operational data into a clear, user-friendly experience for individual sales agents. The dashboard combined live performance metrics, commission calculations, target tracking and forecasting into one place, allowing agents to quickly understand both their current performance and projected earnings throughout the month.
Excel
The Problem
The existing reporting process relied on a large spreadsheet that had grown organically over time. While it contained all the necessary information, it was difficult to navigate and wasn't designed with the end user in mind.
Sales agents often needed answers to simple questions such as "Am I on target?" or "How much commission have I earned?", but finding those answers required digging through large amounts of data or manually interpreting complex commission rules.
The Goal
Create a personalised dashboard that gave each sales agent an instant overview of their performance, targets and commission without requiring them to understand the underlying data.
The solution also needed to work alongside the existing spreadsheet rather than replacing it, allowing the sales manager to continue using their familiar workflow while providing agents with a much simpler experience.
Design Decisions
Rather than altering the original spreadsheet, I created a structured data layer that organised the existing information into a format that could power the dashboard without disrupting the sales manager's workflow.
From there, I built the calculations needed to account for every commission rule, performance metric and forecasting scenario. The dashboard itself became the presentation layer, while the complexity remained hidden behind the scenes.
The Solution
The final dashboard allowed agents to select their name and reporting month using simple dropdown menus, with every graph, KPI and commission figure updating automatically.
To make performance easier to understand, I introduced clear visual hierarchy, consistent branding and custom charts that highlighted progress throughout the month. One of my favourite additions was a target progress chart that combined current performance with the current date, allowing agents to instantly see whether they were ahead of or behind their expected pace.
Complex commission structures, bonuses and deductions were all calculated automatically, giving agents confidence that their earnings were accurate while keeping the experience as simple as possible.
Key Takeaways
This project reinforced how good dashboard design isn't about displaying more data. It's about presenting the right information in a way that can be understood within seconds.
What I took away from this project
Good dashboards answer questions before users need to ask them.
Clear labelling and information hierarchy make complex data much easier to interpret.
Designing around existing business constraints is just as important as designing the interface itself.
Visual feedback, forecasting and progress indicators help users understand performance at a glance.
The best internal tools hide complexity rather than exposing it.
← Previous
The Problem
The existing reporting process relied on a large spreadsheet that had grown organically over time. While it contained all the necessary information, it was difficult to navigate and wasn't designed with the end user in mind.
Sales agents often needed answers to simple questions such as "Am I on target?" or "How much commission have I earned?", but finding those answers required digging through large amounts of data or manually interpreting complex commission rules.
The Goal
Create a personalised dashboard that gave each sales agent an instant overview of their performance, targets and commission without requiring them to understand the underlying data.
The solution also needed to work alongside the existing spreadsheet rather than replacing it, allowing the sales manager to continue using their familiar workflow while providing agents with a much simpler experience.
Design Decisions
Rather than altering the original spreadsheet, I created a structured data layer that organised the existing information into a format that could power the dashboard without disrupting the sales manager's workflow.
From there, I built the calculations needed to account for every commission rule, performance metric and forecasting scenario. The dashboard itself became the presentation layer, while the complexity remained hidden behind the scenes.
The Solution
The final dashboard allowed agents to select their name and reporting month using simple dropdown menus, with every graph, KPI and commission figure updating automatically.
To make performance easier to understand, I introduced clear visual hierarchy, consistent branding and custom charts that highlighted progress throughout the month. One of my favourite additions was a target progress chart that combined current performance with the current date, allowing agents to instantly see whether they were ahead of or behind their expected pace.
Complex commission structures, bonuses and deductions were all calculated automatically, giving agents confidence that their earnings were accurate while keeping the experience as simple as possible.
Key Takeaways
This project reinforced how good dashboard design isn't about displaying more data. It's about presenting the right information in a way that can be understood within seconds.
What I took away from this project
Good dashboards answer questions before users need to ask them.
Clear labelling and information hierarchy make complex data much easier to interpret.
Designing around existing business constraints is just as important as designing the interface itself.
Visual feedback, forecasting and progress indicators help users understand performance at a glance.
The best internal tools hide complexity rather than exposing it.
← Previous
