Account Prioritization Tool for Sales Teams
Information Design / Dashboard / Prototype
Client Top tier consulting firm in the US
Tools Adobe XD, InVision
Role Information design
Project Goal
This tool is designed for sales team leads to prioritize accounts for the whole team and individual sales representatives. Users are able to view team portfolios at a glance, and adjust the weightings of metrics to customize account priorities.
This tool is designed for sales team leads to prioritize accounts for the whole team and individual sales representatives. Users are able to view team portfolios at a glance, and adjust the weightings of metrics to customize account priorities.
The table shows key numbers of each team member.
The team portfolio is presented as a simple table, which allows sales team leads scan team members' data. Sales team leads can also use the tabs to quickly browse through each team.
The stack bar charts illustrate scores composed by key factors of the top 25 accounts. The Share of Wallet is highlighted in the image.
The top accounts' scores are displayed by stacked bar charts, so that users can view the total scores and the composition at the same time. They are also able to highlight one factor at a time.
The weighting adjuster allows users to adjust percentage of weighting for each key factor.
Sales team leads can use the adjustment tool to customize the weighting of each factor that contributes to the final scores.
