Sales Intelligence Dashboard

A' Design Award (Bronze)

Wins A’ Design Award in 2023 for Intelehealth App UX/UI Design

Project Brief

The Dashboard project aims to design a comprehensive and interactive dashboard for senior leadership, including the CEO, CFO, and National Sales Head, to monitor and analyze vehicle sales performance across India. The dashboard visualizes client’s historical sales data segmented by zones, dealers, product categories, individual products, and time periods, alongside competitor sales and market share insights. It will also track the complete sales funnel—from enquiries to test drives, bookings, and final sales—while highlighting conversion ratios at each stage. Additionally, the dashboard compares actual sales figures against forecasts and budgets to support strategic decision-making. The design will feature intuitive navigation, role-specific data views, flexible filters, and clean, visually engaging layouts optimized for laptop use, ensuring clarity, usability, and actionable insights for the leadership team.

Client Name

Leading Automotive Brand in India

Industry

Automotive

Geography

India

Expertise Used

Research, IA, UX Design, UI Design, Front End Development

Platform/Touch Points Covered

Web Application

Live Link

Key Highlights

Challenges

Managing and visualizing complex multi-dimensional data (zones, dealers, time, product types, competitors) in a clear, interactive format
Designing intuitive conversion funnels with trend tracking and conversion ratios across enquiries, test drives, bookings, and final sales
Allowing flexible filtering and drill-downs for different user roles (CEO, CFO, Sales Head) to view data by region, time period, or product
Presenting forecasts vs actuals effectively, along with visual cues, alerts, and summary insights to support decision-making
Creating a visually engaging, easy-to-navigate interface optimized for laptop view, while maintaining data clarity and storytelling

Solution

Use interactive dashboards with filters for zones, dealers, time, and products to simplify complex data navigation
Design a visual sales funnel with clear indicators for each stage and trend lines to track performance over time
Implement user-role based views or toggles to customize insights for CEO, CFO, or Sales Head needs
Integrate forecast vs actual visual comparisons using bar/line charts with alert icons or color codes for quick insights
Apply a clean, modular layout with minimal visual clutter, responsive components, and highlight key metrics for quick decision-making

Sales Intelligence Dashboard

Project Brief

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Process Steps Followed