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SOAR - Sales Management App

situation

Sales teams often struggle with performance tracking, goal alignment, and consistent communication between managers and salespeople. Many sales managers find it challenging to oversee their team’s daily, monthly, and quarterly progress without an intuitive tool to streamline goal setting, performance tracking, and feedback.

task

The goal was to design and develop a user-friendly software platform that helps sales managers:

• Track salespeople’s performance and goals.

• Provide actionable insights into team productivity.

• Enable clear communication of targets and feedback.

• Generate reports for monthly and daily performance metrics.

action

  1. ‍User Research: Conducted interviews and surveys with sales managers and salespeople to identify pain points and key requirements for the platform.‍
  2. Wireframing and Prototyping: Designed wireframes to map the user flow, focusing on simplicity and ease of navigation. Created prototypes to test the dashboard and reporting features with actual users.‍
  3. Feature Development:‍
    • Developed a dashboard to display daily, monthly, and quarterly performance metrics at a glance.
    • Built goal-setting tools for managers to assign and monitor individual and team targets.
    • Integrated real-time tracking and notifications for goal progress and upcoming deadlines.
  4. Designed reporting tools to provide detailed insights into sales trends and team performance.‍
  5. Iterative Design: Used feedback from beta testers to refine the user interface, ensuring that it met the needs of both managers and salespeople.
Figma
Lucid
Centiment
User Interiews

results

  • Increased Manager Productivity: Sales managers reported a reduction in time spent on manual performance tracking and report generation.
  • Improved Salesperson Accountability: Salespeople achieved higher goal completion rate due to clear target tracking and progress visibility.
  • Actionable Insights: Managers leveraged detailed reports to identify top performers and provide tailored coaching for underperformer.