Revenue Dashboard | Mediamorph
ROLES: visual design, information architecture
Revenue Dashboard is an internal data visualization tool to provide film studios insight into their revenue metrics with real-time reporting capabilities.
Problem at hand
Sharing key financial metrics with stakeholders is an important part of the sales and marketing team's day-to-day at Mediamorph Inc. Account managers and sales representatives spend majority of their time using excel spreadsheets to build complex statistical models to analyze this data. When this information is shared with studio clients, many of them are time-bound and want to be able to glean over information quickly. Furthermore, as is the nature of spreadsheets and any static content, spreadsheets tend to get out-dated quickly. Keeping track of the ever-changing revenue metrics thus becomes a grueling task for both parties.
After several discussions with internal teams and stakeholders, the consensus was to build a dashboard-style interface with customizable widgets with the ability to easily switch-out individual widgets based on customer type and role. Since we were starting from scratch, the team thought it best to start building an MVP prototype and have that tested out with real users before jumping right into architecting a full-fledged product. Doing this provided the flexibility to iterate early in the process. Putting it out in front of real users provided great insight into the existing problem areas and pain points of our users.
Below is a screenshot of an early iteration of the UI. To seamlessly integrate it with the existing product stack, the dashboard UI was added as a new tab to the main application top navigation.
In my experience, a lot of times users rarely know what they want. At such times, putting something out in front of users, albeit an unfinished product, provides tremendous value as it gives them a real-hand experience into using your product. It makes it easier for them to point out what it can do better to complement their existing process and be a real value add. Since we had the expectations set early on and due to our long-term relationship with our clients we were able to pull this off. Few things that stood out were, an urgent need to provide real-time reporting capabilities, customizable modules and charts, flexibility in visual theming to reflect their brand.
After collecting feedback from our stakeholders and executives I went through a few rounds of iterations over the design and interactions, while the team worked on perfecting the feature set and UI performance.
The ultimate goal was to build a full-fledged robust dashboard UI which is, in equal parts user friendly, interactive and real-time, while keeping the functional requirements of the users a central focus of the project.