AI-powered Deal Inspection Dashboard

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Overview

In collaboration with the product manager, customers, and engineers, I led the user research and UX design of the Deal Inspection dashboard. Through iteration, prototyping, and user testing, we launched an AI-powered sales experience designed to help sales teams anticipate the road ahead and drive more predictable results, quarter-over-quarter.

ROLE: lead UX DESIGNer, User Research

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USER RESEARCH

User interviews (internally and externally) + Co-development with customers.

Current user problems during the deal inspection process:

Lack of understanding of the true status of an individual deal
Lack of understanding into what are the best next steps for an individual deal
Lack of accountability/follow-up visibility
Information overload and inefficient forecast review calls and process (use of several tools to analyze a deal)

Proposed end-to-end user journey of an efficient and valuable process:

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IDEATION

In my ideation and wireframing, I focused on the user flow to find key opportunity areas to work on. To fix the information overload, I started by highlighting the priority information needed during a deal review from a first glance, and hiding other pieces of information for when a user wants to dig into each deal. This allowed for more visual breathing space, and the ability for the user to comprehend the information more clearly.

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THE SOLUTION

A one-stop-shop dashboard for everything a sales team needs to evaluate the health of a deal. Deal inspection is one of the most important workflows in many of our customers’ businesses. A sales manager or a sales operations user can use this insights-based deal dashboard during their weekly Deal Review calls to discover which activities and behaviors drive results.

These deal insights provide specific recommendations to monitor deal health and keep deals moving forward through:

Iconography to indicate the object and status
Color to indicate what needs attention and what’s healthy
Information hierarchy using specific interaction patterns: reveal more insights details on hover

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LEARNINGS & NEXT STEPS

Over 80% of users that have gone to the deal insights page have engaged by taking action on the deals.

However, it’s important to continue testing and user feedback to provide insights for iterations to provide a curated experience for different teams that conduct their businesses differently than others.