Sales Force APP

Retail

Objective

Redesign the client menu into a dynamic dashboard that prioritized the most relevant information for each sales rep — balancing user needs and business requirements — and improving field decision-making.

Process

1. Information Audit & Prioritization

• Analysis of existing dashboard information

• Identification of the most frequently used data in daily workflows

• Data prioritization based on frequency, client type, and sales context

• Definition of relevant notifications and alerts vs. secondary information

• Identification of visible business requirements

• Client segmentation definition

2. UI Design

• Multiple dashboard proposals based on prioritized information

• Exploration of visual hierarchy and reusable components

• Iterative adjustments based on early feedback
   

3. Testing & Validation

• Testing sessions with sales reps from different profiles in Chile and Bolivia

• Validation of comprehension, usefulness, and information relevance

• Review meetings with internal stakeholders to align business goals
   

4. Collaboration with Development

• Technical feasibility review and design adjustments

• Handoff of components and specifications

• Implementation follow-up