DAILY
REQUEST ANOTHER REPORT
← Lead Management System / Module 05
01 / ANALYTICAL MODULE
Analytical Module.
Real-time sales visibility without waiting for another report.
Managers could move from the whole sales organization to a team and then an individual, while tracking targets, overdue callbacks and operational performance in one connected view.
ADD ANALYTICS DASHBOARD IMAGE
A real-time view of targets, sales performance and operational activity.
02 / THE VISIBILITY GAP
Every question became another report request.
Managers had no direct way to investigate sales performance. Visibility depended on repeatedly requesting Power BI reports across every reporting cadence.
REPORT REQUESTS AT EVERY CADENCE
WEEKLY
REQUEST ANOTHER REPORT
MONTHLY
REQUEST ANOTHER REPORT
QUARTERLY
REQUEST ANOTHER REPORT
YEARLY
REQUEST ANOTHER REPORT
THE DEPENDENCY
MANAGER QUESTION→REPORT REQUEST→PROVIDED VIEW
Every new question required someone else to provide the visibility.
WHAT MANAGERS NEEDED TO FOLLOW
SALES PERFORMANCE
Progress against sales targets.
TEAM PERFORMANCE
How each sales team was progressing.
INDIVIDUAL PERFORMANCE
Where a specific representative required attention.
OVERDUE CALLBACKS
Whether customers were being left waiting for follow-up.
Managers could receive reports. They could not investigate performance independently.
03 / TARGET VISIBILITY
I made progress toward the target visible at a glance.
After benchmarking analytical patterns, running workshops with sales managers and validating the direction through usability testing, I selected gauge views for the two primary targets: premium value and number of sales.
The gauges brought actual, target and projected performance into one view, making the remaining distance feel visible rather than leaving managers to interpret disconnected figures.
ADD TARGET GAUGE IMAGE
Target progress shown by premium value and number of completed sales.
- PREMIUM VALUE
- Gross Written Premium: the total premium value written during the selected period.
- The total premium value written during the selected period.
- SALES VOLUME
- NUMBER OF SALES
- The number of completed sales measured against the selected target.
ONE VIEW, THREE REFERENCE POINTS
ACTUAL
Performance recorded so far.
TARGET
The result the team is working toward.
PROJECTED
The expected result based on the current view.
DESIGN EVIDENCE
BENCHMARKING→MANAGER WORKSHOPS→USABILITY TESTING
The visualization was selected through comparison, collaboration and validation rather than visual preference alone.
DISCONNECTED FIGURES→VISIBLE PROGRESS TOWARD A TARGET
Managers could understand position, distance and direction before exploring the detail.
05 / THE OUTCOME
The dashboard became the place managers worked from.
Once managers could investigate real-time performance themselves, ad hoc Power BI requests across daily, weekly, monthly, quarterly and yearly reporting needs stopped. The dashboard became their primary screen, kept open throughout the day.
DEPENDENCY REMOVED
AD HOC REPORT REQUESTS STOPPED
Managers no longer needed someone else to provide each new performance view.WORKING BEHAVIOR
OPEN THROUGHOUT THE DAY
The dashboard became the primary place managers followed sales activity.WHAT CHANGED FOR MANAGERS
Visibility became part of daily management, not another report request.
RETURN TO THE FULL CASE STUDYLead Management SystemSee how five product modules became one connected sales system.VIEW THE LMS CASE STUDY ↗04 / CONNECTED EXPLORATION
I let managers investigate the data from more than one direction.
The hardest part was not adding more charts. It was designing the relationships between them. I grouped related questions into tabs and made filtering available through both dedicated controls and direct chart selection.
DRILL-DOWN
WHOLE SALES ORGANIZATION→TEAM→INDIVIDUAL REPRESENTATIVE
Managers started with the shared performance view and moved deeper only when the data required attention.
ADD DASHBOARD VIEW
ADD DASHBOARD VIEW
ADD DASHBOARD VIEW
ADD DASHBOARD VIEW
Performance could be explored from the team level down to an individual representative.
CROSS-FILTERING
FILTER CONTROL
Choose a representative, date range or another available filter.
DIRECT CHART SELECTION
Select a chart value to investigate that part of the data.
RELATED VIEWS UPDATE
Connected views reflect the selected analytical context.
FOUR LENSES, ONE DATASET
EMPLOYEES
Team and individual performance.
STATUSES
Lead movement, duration and operational delays.
CHANNELS
Performance by acquisition source and subchannel.
COMPANIES AND PREMIUMS
Company results and insurance-premium distribution.
DASHBOARD TERMS:Gross Written Premium: the total premium value written during the selected period.·The average insurance premium generated per completed sale.·Insurance Premium: the amount assigned to the insurance contract, shown monthly or across the full contract term.
Managers could begin with the overview, then follow the question into the data.
LET’S CONNECT
Now I’d like to hear from you.
Whether it’s a role, a project, or just a conversation, I’d love to hear from you.
Nigu.
Doha, Qatar
nigudesigns@gmail.com
Linkedin ↗