Client: Deloitte

Sales Dashboard

Project Details:

Project Duration: Oct '25 - July '25 

Role: Sr. UX/UI Design Consultant

Overview & Objective

  • Goal: Create a B2B centralized sales dashboard for sales representatives across all levels

  • Purpose:

    → Provide a clear, actionable view of opportunities across all deals in one universal dashboard

    → Guide users toward the most effective action(s) for closing won deals quickly

  • Key Outcomes:

    → Reduced time spent on repetitive tasks and manual information digging

    → Cut research time by 50% through a centralized dashboard, using AI and insight-driven design

    → Enabled faster, more informed decision-making, using key visuals — helping sales rep prioritize tasks

Business Context

  • Deloitte’s legacy system, Jupiter, lacked an intuitive UX and the ability to easily direct users to take proper next steps

  • A major pain point was that data wasn’t actionable — users couldn’t easily identify what required attention or how to prioritize tasks

  • Sales representatives requested a dashboard that highlights critical opportunities and recommends actions to optimize workflows

  • For example, when an account was nearing closure in the sales pipeline, the UI needed to guide reps on specific actions to help finalize “close won” deals.

Discovery & Research

  • Mapped workflows and conducted interviews with Deloitte sales reps to identify user needs

  • User interviews uncovered pain points, desired features, and ideas on how to enhance task efficiency

  • Collaborated with the client to gain alignment on deliverables, and define key success metrics

  • Designed a dashboard to surface opportunities, track performance, and reveal relationship insights

  • Developed low-fidelity wireframes for conceptual validation; refined into high-fidelity prototypes based on stakeholder feedback

Design Iteration & Prototyping

  • Began with a request for a manager-level dashboard to track an unknown number of opportunities and accounts.

  • We decided to conduct user interviews which revealed what is most important to these sales reps and what would be most helpful

  • Concluded the dashboard needed to be universal — effective for both managers and individual sales reps with fewer opportunities

  • This will result in data changing dynamically depending on what user is logged in ex/ a director might log in and see thousands of accounts and opportunities vs. a less seasoned sales rep might see very few in their pipeline

  • Created and tested a clickable prototype, refining it through stakeholder feedback with iterative changes

Design Iteration Clickable Prototype

AI Integration:

  • Identified a need for more actionable user guidance within the dashboard

  • Integrated Salesforce Einstein tool (AI) for interactive, data-driven recommendations

  • Einstein allowed users to ask questions and receive next-step suggestions in real time

  • Added action buttons for quick navigation to relevant pages or contacts

  • Created a clickable prototype showcasing AI-driven interactions and outcomes

AI Chatbot Prototype

Outcome & Impact

  • Designed a Salesforce Einstein–powered dashboard to deliver actionable sales insights

  • Explored Next Best Action AI tool and Chatbot AI tools to allow for quick, data-informed decisions

  • Quickly pivoted when licensing and data limits emerged, optimizing the design with available tools

  • Delivered a streamlined, user-friendly dashboard highlighting key metrics and next-step actions

  • Resulted in a clear, efficient interface that empowered sales teams to act decisively and improve prioritization

  • Decided that the final prototype would allow the user to benefit from a “Whitespace” tab, to be aware of the gaps in the market

  • Decided that the final prototype would allow the user to benefit from a “My Network Trends” for the sales rep to know the current trends

Final Prototype

Final Deliverable

  • Pivoted from a complex AI solution to a scalable, streamlined dashboard due to data and licensing limits

  • Maintained transparent collaboration with the client throughout the redesign process

  • Delivered a universal solution that met diverse sales team needs and resolved prior UX pain points

  • Produced a clear, user-friendly interface that improved usability and laid the groundwork for future AI integration, when licensing becomes approved