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Fair Goal report

A dashboard that splits the store's goal according to each salesperson's shift and day, and shows attainment and performance in one place.

Reference images. The screens in this case are recreations with fictional data, not the real product, to protect the confidentiality of the platform and its clients.

Context

The Fair Goal report helps set each salesperson’s goal based on the real opportunity they have in the store. It takes into account the hours each person works, so that goals are realistic, aligned with store operations, and help maximize results.

The report already existed in the previous BI platform, but it had usability issues. Its redesign was part of the migration to the new BI platform, where views, interactions and flows were rethought based on those issues.

My role

I worked as Product Designer and UX/UI Designer. I ran the discovery, interviewed the report’s different users, designed the new version, and validated it with the development team and internal stakeholders until it reached production.

Process

  1. Discovery and interviews. I talked with users to identify their main pain points and what they found most difficult in the previous report.
  2. First designs. Based on the findings, I put together initial proposals and refined them over several iterations until reaching the current design.
  3. Refinement with development. I reviewed the design with the development team to adjust the scope and feasibility of each interaction.
  4. Usability tests. I presented the report to internal stakeholders and ran usability tests with them before it went to production.

Key decisions

  • Full redesign. Instead of adjusting the previous version, the report was rethought from scratch, with new views and more direct flows.
  • Gamification. A performance ranking (Top 5) was added to encourage goal attainment among salespeople and among the company’s stores.
  • Sales versus goal at a glance. A chart compares sales with each group’s goal and shows its attainment percentage, to quickly spot who is above or below expectations.
  • From summary to detail. Below the chart, the Detail and Attainment tabs open a table with goal, sales, hours, items, tickets and average ticket, with an indicator selector and filters by date and day of the week.

Outcome

A friendlier, visually cleaner report with clear interactions and improved flows, now in production. Beyond showing attainment, it adds gamification elements that motivate salespeople and stores to reach goals adjusted to their reality.