Dashboard Case Study
Objective: Help car dealerships sell more tracking devices and stay operationally organized and efficient.
Deliverables: Competitive Analysis & Prototype
Software: Sketch, Invision, Illustrator, and Photoshop
Role: UX Designer & UI Designer
Timetable: 2 Days
Research - Competitive Analysis
Sisense dashboard
A business analytics company. You can create a dashboard for any metric. This is useful for large data, or comparing your processes and practices to others across the industry.
• Color scheme is consistent throughout dashboard, but there should be a contrasting color to signify an alert or a positive break
• Typefaces legible, but in some areas the information starts to overlap other areas. This makes it difficult to focus on the data you originally searched for
• No hierarchy in the data given. The viewers eye does not know where to begin or end.
A city strategy dashboard, with the primary user for their dashboard Germantown’s citizens. Citizens can click on an area to see the objectives, performance indicators, and action plans that contribute to its performance.
• The dashboard is straightforward. Click on the item needed to gain information you are searching for
• If this is for all citizens of the town, then the layout should be more clear for the common person using the product. Divisions between items need to be separated with more distance or by a harder line
Reviewing other companies and their approach to assist people with a dashboard, has made me understand what is necessary in a product. The following are important ‘DOs’ and ‘DONTs’:
• It needs to define the purpose of your visit, without offering too much information to cause confusion
• The numbers and metrics displayed need to be clear, and deliver the message needed.
• Color in a dashboard can make it compelling. But, misusing and over-using color will have the user lose it’s target.
Prototype
Two dashboard will be created for the following:
A sale performance dashboard
· Help with vehicles sales: number of vehicles they have in stock, have been added to their stock recently, have been in stock for over a year, sales conversion, and the number of vehicles that have been sold.
· Help with device sales: number of devices sold, amount of commission earned, commission missed opportunity.
An operations management dashboard
· Poor performing sales people
· Vehicle management: total vehicles, vehicles with battery issues, vehicles that have been borrowed to another dealership branch, vehicles with high mileage, test drives in last 7 days, most popular models driven
Pages designed: Sign-in, Sales-person window, Management window (performance view), and Management window (vehicle management view)
Descriptions:
Sign-in for either sales-person or management
Sales-person window
Selection tabs (Dashboard, Messages, Schedule)
Drop down menu for user
Company badges gained to be used for future rewards
Sales graph for user
Vehicle inventory
New vehicles in-stock
Vehicles in-stock for 1+ years
Devices sold, including commission numbers
Management window (performance tab)
Page tabs (Performance, Vehicle Management, Messages, Schedule)
Overview of employees and sales performance numbers
Selected employee performance numbers to be viewed
Vehicle Management overview
Details of selected vehicle
Prototype Tasks
Salesperson Task
- Log In as username: C_Sanc
- From drop down menu, select to view ‘This Week’
- View Sales made, device sales, Inventory of all available cars, and commission
- Log out
Management Task
- Log In as: Operations
- Select sales performance of employee: Charles Sanchez
- View sales performance of employee
- Now select ‘Vehicle Management’ tab and view Mustang with highest mileage
Task complete.
Next: Create layout for mobile use. This will allow the user to obtain information outside of the office and keep them focused on improving sales. Interviews with dealership employees may provide better insight on what is needed in an application and would possibly speed up the process when designing the interface.