Console
Sales, Analytics, Inventory and Warehouse Management.
As the lead designer for retailcloud, I was tasked with developing a centralized management hub for multi-location retailers, providing complete oversight and control of all stores from a single platform.
Play interactive prototype
Role
End to End Product Designer,
Design Lead
Duration
Jan 2020 - Dec 2023
About the project.
The console dashboard provides insights into sales, inventory, and customer behavior. Our user-friendly interface ensures easy access to critical information, enabling data-driven decisions and improving sales processes, customer connections, and inventory management.
I’m excited to share this journey with you.
Why we did it?
We created a dashboard to revolutionize how businesses thrive in retail. The goal was to help retailers manage operations effectively. It provides a platform to monitor sales, track customer behavior, and manage inventory in real-time.
PERSONA
SURVEY
Creating a survey is a great approach to gather insights for designing an effective dashboard. Here's the survey and responses that I used to understand the difficulties and pain points of store owners in analyzing store data and making decisions.
What tools/methods do you use to analyze sales data?
50%
30%
20%
Spreadsheets
Pint of Sale system
Retail management software
How often do you review sales, customer, and inventory data?
40%
30%
20%
5%
5%
Daily
Weekly
Monthly
Rarely
Never
How do you gather insights about customer preferences?
30%
25%
20%
25%
Customer feedback forms
Social media interactions
In-store interactions
Loyalty programs
What are your main challenges when analyzing sales data?
25%
35%
20%
20%
Data overload
Lack of clear insights
Time-consuming process
Difficulty in spotting trends
What data is crucial for making informed store decisions?
40%
25%
20%
15%
Sales trends
Customer preferences
Inventory levels
Profit margins
What pain points do you face in handling inventory tasks?
25%
30%
20%
25%
Overstocking
Stockouts
Inventory inaccuracies
Tedious data entry
Mental model
This mental model depicts how Emily and Mark want their dashboard to streamline store operations, boost sales, and improve customer satisfaction, contributing to business success.
Goals
Efficient store management
Data-driven decisions
Inventory control
Enhanced customer engagement
Increased profitability
Components
User-friendly dashboard
Sales & inventory data
Customer insights
Financial overview
Customization options
Emotions & Satisfaction
Confidence
Informed decisions
Satisfaction
Empathy
Affinity diagram
High fidelity design
Sales DASHBOARD
"The sales dashboard is my compass, my guiding light," explains Emily, owner of a home decor store. She underscores the importance of metrics such as total transactions, net sales, cost of goods sold (COGS), markup, and markdown. These metrics offer a comprehensive picture of her store's financial health, enabling her to optimize pricing strategies and identify profit-driving avenues.
Mark, the proprietor of a Boutique clothing store, adds, "The sales dashboard goes beyond figures; it's about understanding trends. Monitoring markup and markdown percentages helps me strike the balance between profitability and providing value to my customers."
Customer DASHBOARD
“Our success hinges on happy customers," emphasizes Lisa, manager of a high-end fashion boutique. The customer engagement dashboard is her tool for achieving just that. Metrics like total customers, new customers, retention rate, store rating, customer satisfaction (CSAT), and survey responses provide insights into customer sentiment and loyalty.
Tom, operating a sportswear store, adds, "The customer dashboard is my secret sauce. It helps me measure how effectively we're nurturing relationships. A high retention rate and positive CSAT are my ultimate goals."
Inventory DASHBOARD
Susan, managing a multi-brand clothing outlet, attests to the significance of the inventory management dashboard. "Days in stock, GMROI, and inventory-to-sales ratio are my ammunition," she says. These metrics empower her to maximize inventory turnover and profitability. Additionally, tracking e-commerce orders, open purchase orders, open transfers, and purchase orders pending approval ensures a streamlined supply chain.
Merchandising for Masters Tournament
2500+ registers are powered by console during the masters tournament since 2022
2M
registers are powered by console
1000+
businesses adopted
40%
of the National Hockey League (NHL) use console for sales analytics, CRM and inventory operations
50+
pro teams using to create frictionless retail, food, and fan experiences for world class events
40%
improvement in inventory turnover by managing stock levels efficiently and maximizing profitability with real-time updates and automated tracking.
30%
increased customer retention with effective loyalty programs and superior engagement tools, fostering long-term relationships and repeat business.
Key takeaways.
These key takeaways highlight the project's user-centric approach, its emphasis on addressing challenges, and the importance of involving users and cross-functional teams in the dashboard design process.
User-Centric Vision: The project focuses on empowering businesses with a user-centric dashboard for gaining insights into sales, inventory, and customer behavior.
Ease of Use: The dashboard prioritizes a visually appealing and easy-to-navigate interface, ensuring effortless access to critical information.
Data-Driven Decisions: The goal is to enable businesses to make data-driven decisions, transforming the way they manage sales, customer relationships, and inventory.
Centralized Platform: The dashboard offers a centralized platform to monitor sales performance, track customer behavior, and manage inventory levels in real-time.
Data Visualization Clarity: Effective data visualization is essential to provide clarity and insights into complex data sets, enhancing decision-making.
Thank you for reading!
Let’s work together!
Reach out to me at 📧 msmanusankar98@gmail.com
