Soko Mungunsukh | Product Designer & Content Creator

B2B Sales Dashboard

Salesio is a B2B sales dashboard designed for a clothing brand, providing essential insights into product performance and sales management.

Overview

In this project, I wanted to explore how I could simplify the manual labor involved in sales reporting and stock analysis, transforming complex data into an intuitive and easy-to-use dashboard in my previous company. This dashboard was created to streamline sales reporting, data visualization, and product inventory management. Through Salesio, business owners can easily track sales, revenue, expenses, and profits on daily, monthly, and yearly levels.

My role

Product Designer

Branding

Timeline

Sep 2024 - Oct 2024

(4 weeks)

Industry/Org

Vision Project

(B2B SaaS)

Problem

In the fast-paced world of retail, particularly in a clothing business, tracking sales performance, analyzing product categories, and managing stock manually is time-consuming and prone to errors. Without proper data visualization tools, businesses often struggle to make data-driven decisions, leaving them at risk of overstocking, understocking, and missed financial opportunities.

Solution

Centralized and interactive sales dashboard with insights
Daily, monthly, and yearly sales reports

Real-time insights into most and least sold product categories
Highest and lowest profit margin products for forecasting
Product category breakdowns to optimize stock preparation
Current financial status through linked bank accounts

Centralized and interactive sales dashboard with insights
Daily, monthly, and yearly sales reports

Real-time insights into most and least sold product categories
Highest and lowest profit margin products for forecasting
Product category breakdowns to optimize stock preparation
Current financial status through linked bank accounts

Design Process

By conducting interviews with a sales associate from my previous company, I identified key features needed to improve the flow of information, focusing on revenue tracking, product sales analysis, and inventory management. Then, after few wireframing and iterations, I eventually got everything together and finalized the dashboard through high fidelity prototyping.

visit figma file

try prototyping

UI COMPONENTS

Challenges and Constraints

Challenges

✷

Designing for light & dark mode

Designing for light and dark mode

One of the key challenges was creating both light and dark modes using the same accent colors and components while only adjusting the text and background colors.

I resolved this by exploring color palettes that maintained sufficient contrast for readability and accessibility.

One of the key challenges was creating both light and dark modes using the same accent colors and components while only adjusting the text and background colors.

I resolved this by exploring color palettes that maintained sufficient contrast for readability and accessibility.

✣

Content Design for Sales Management

Content Design for Sales

Choosing the right and insightful content to display, especially in a way that’s easy for non-experts to understand, was a significant hurdle.

I tackled this by speaking with a sales manager from my previous company to get a better understanding of what data points matter most.

Choosing the right and insightful content to display, especially in a way that’s easy for non-experts to understand, was a significant hurdle.

I tackled this by speaking with a sales manager from my previous company to get a better understanding of what data points matter most.

❖

Data Presentation in Infographics

Presenting complex data in a clean and visually appealing way without overwhelming the user was a key challenge.

By adhering to the brand’s color palette and typography, I maintained consistency, all while ensuring the visual hierarchy made it easy for users to digest critical data points at a glance.

Presenting complex data in a clean and visually appealing way without overwhelming the user was a key challenge.

By adhering to the brand’s color palette and typography, I maintained consistency, all while ensuring the visual hierarchy made it easy for users to digest critical data points at a glance.