SalesTrack

SalesTrack Inc. needed a powerful and modern interface for their B2B sales performance platform—something that could help companies better manage sales pipelines, forecasts, and team productivity. They approached us to completely redesign their dashboard for clarity, usability, and real-time interaction across multiple teams.

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We worked closely with sales managers, field agents, and executives to understand their day-to-day challenges. Based on this, we created a layout that supports data hierarchy, visual storytelling, and efficiency. The dashboard is fast, highly visual, and allows users to navigate large volumes of information without confusion or clutter.

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Project Goals

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• Visualize KPIs and sales data in real-time
• Simplify tracking of team targets and performance
• Enhance reporting workflows and reduce manual errors
• Build a scalable, modular dashboard experience

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Key Features

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• Pipeline Overview—Visualized stage-by-stage deal progress
• Custom Goal Tracking—Assign targets per rep, region, or product
• Forecast Accuracy Module—Tracks past projections vs. actuals
• Top Performer Insights—Leaderboard to motivate team engagement
• Dynamic Filters—Slice data by time period, territory, or team
• Interactive Reports—Exportable charts and tables for presentations
• Compact Notifications—Updates and alerts without overwhelming the UI
• Data Sync Status Panel—Real-time sync updates with CRM

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Unique Aspects

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• Built with modular components for easy data widget customization
• Integrated drag-and-drop report builder for managers
• Implemented a dark UI theme for focused work environments
• Developed in a design-token-based system for seamless handoff to devs
• Utilized progressive loading states to handle heavy datasets gracefully

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Results

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• Reduced time spent generating sales reports by over 60%
• Boosted dashboard usage by 3x within the first quarter
• Positive feedback from sales reps and executives on UI clarity
• Improved forecasting accuracy due to cleaner visualization and real-time updates

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SalesTrack’s redesigned dashboard has become a vital internal tool, empowering teams with the right information at the right time. With strategic design choices rooted in real user behavior, we helped turn overwhelming data into a clear narrative—giving businesses the insights they need to sell smarter, faster, and more confidently.