Wayroo Dashboard
New dashboard. Adding gamification to increase sales
Client
Wayroo
Services
UI & UX Design Visual Design
Platforms
iOS Android Responsive Web
Date
January 2024
Project
Wayroo Dashboard
Team
1 - Product Designer
2 - iOS Engineers
2 - Android engineers
3 - backend engineers
3 - QAs
Timeline
1 month
My role
I was the lead designer and tasked with ideation through execution. With few requirements, I delivered a blue-sky vision to the product team.
Overview
I redesigned Wayroo's landing page into an intuitive dashboard with interactive widgets that help retailers easily access essential reports and sales metrics.
As the lead product designer, I spearheaded the research, design, and implementation of these features, improving user accessibility and reducing cognitive load.
Goals
Research
The product team conducted in-depth user interviews and provide summarized feedback and key insights to the design team.
I searched through our backlog of customer requests to identify enhancement opportunities.
While the company's accelerated development timeframe didn't allow for more robust user testing, I applied my years of experience to supplement the findings.
Sarah Johnson
Retailer
“I often have to export data just to understand my sales trends.
It would be so much easier if the app had built-in reports that I could customize and access quickly.
Right now, it’s hard to get the big picture without a lot of effort.”
Marlene McCoy
Retailer
“Finding the data I need, like sales by product or region, takes too many steps.
I’d love a dashboard or shortcut to get straight to the most important stats.
It feels like I’m wasting time navigating instead of analyzing.”
Deedra Watson
Retailer
“It’s confusing. I never know where the reports are, and even when I find them, I’m not sure they’re the right ones.
I end up calling support just to get basic info like last week’s sales.”
Process
I started the project with one clear requirement: create a dashboard as the new landing page.
I based my requirements partially on competitive analysis. Instead of copying competitor features, I focused on solving user needs.
With a near blank slate, I worked with the support team to learn about common user complaints, requests, and manual tasks.
I found a recurring issue: users needed quick access to sales reports.
I also reviewed the customer request backlog and identified key data points like week-over-week and month-over-month sales charts. This led to the idea of gamifying sales with weekly, monthly, and annual goals to motivate retailers.
The dashboard would have to:
be modular, customizable for tenants in different industries
designed in chunks for devs and QAs to manage
improve navigation by highlighting key features of the app
After white-boarding some ideas, I broke down the dashboard into smaller manageable pieces ... widgets.
The dashboard will be modular and customizable and able to accommodate new widgets in the future.
The base set of widgets:
total sales chart
daily, monthly, yearly sales goals
current & pending balances
today’s sales
customer insights
Total Sales Chart
The sales charts show month-over-month and year-over-year data to give retailers a high-level view of their performance. Since locating these figures was a major source of inbound support calls, surfacing sales numbers is projected to save on support costs and improve customer satisfaction.
Goal: Reduce Support Calls
Sales Goals
Setting sales goals or using the auto-goal feature gamifies retailers into hitting their sales goals improving revenue. The feature lays the groundwork for badges and leaderboards in the future.
Goal: Increase Revenue
Today's Sales
Putting today’s sales front and center will help ease users into the new design. Tapping on the open orders card takes retailers to the orders page where they fulfill and move orders along in their process.
Goal: Familiarity
Available & Pending Account Balances
Customers complained that their current balances were buried in menus and difficult to find. I elevated the balance information to the dashboard and I styled them to look like their actual banking cards.
Goal: Increase customer communication
Customer Insights Widget
We created a new customer reports section. I wanted to surface insights that highlight top spending customers and regular customers that are starting to fall off in spending.
This would be a good opportunity to reward good customers and re-engage drifting customers.
I also created a widget to highlight customers who frequently do not pay invoices, tying up inventory. The new tool lets users address these problem customers and route inventory more effectively.
This case study focused on the iOS mobile version but Android and Web were updated as well.
Outcomes
I delivered a responsive prototype, full design spec, and component documentation. The dev team had everything needed to implement the feature, and stakeholder alignment was strong at handoff.