Scope & responsibilities
End-to-end UX for CRM and sales analytics workflows
Dashboard design, reporting, and data visualization
Information architecture for complex customer and sales data
Wireframes, prototypes, and high-fidelity UI design
Focus areas
End-to-end UX for CRM and sales analytics workflows
Dashboard design, reporting, and data visualization
Information architecture for complex customer and sales data
Wireframes, prototypes, and high-fidelity UI design
Outcome
The redesigned Cirrus platform improved clarity and usability across core sales workflows, enabling teams to better track performance, understand customer relationships, and make informed decisions based on real-time data.
The work established a stronger foundation for continued product evolution and long-term maintainability of the platform.
Sales performance & long-term trends
A consolidated overview of revenue development, budget alignment, and long-term trends over 36 months. Designed to give leadership an immediate understanding of performance, direction, and risk areas.
A consolidated overview of revenue development, budget alignment, and long-term trends over 36 months. Designed to give leadership an immediate understanding of performance, direction, and risk areas.
Pipeline visibility and opportunity management
A structured view of the sales pipeline with real-time values per stage, top opportunities, and next actions. Enables sales teams and managers to prioritize efforts and forecast outcomes with confidence.
A structured view of the sales pipeline with real-time values per stage, top opportunities, and next actions. Enables sales teams and managers to prioritize efforts and forecast outcomes with confidence.
Daily execution and operational control
A modular dashboard supporting day-to-day sales work — combining personal agenda, key metrics, budget follow-up, and short-term goals. Built to reduce friction and keep focus on the right actions.
A modular dashboard supporting day-to-day sales work — combining personal agenda, key metrics, budget follow-up, and short-term goals. Built to reduce friction and keep focus on the right actions.
Customer potential and strategic segmentation
Analytical views supporting long-term decision-making, including customer loyalty vs. growth potential and product/segment performance. Helps identify strategic accounts, growth opportunities, and portfolio imbalances.
Analytical views supporting long-term decision-making, including customer loyalty vs. growth potential and product/segment performance. Helps identify strategic accounts, growth opportunities, and portfolio imbalances.
