Sales Portal Dashboard
My role:
Timeline: 6 Months
As a large-scale fast food chain, Chick-fil-A had a need for keeping sales records for each licensee locations. The dashboard needed 2 parts: the licensee sales portal and administrative portal
The prior dashboard design was antiquated and made it difficult and cumbersome for users to correctly input monthly sales. In addition, it lacked a way for users to go back and rectify errors.
- Design a licensee sales portal (LSP) that serves as a directory to keep track of sales records
- Design an administrative sales portal (ASP) where accountants and administrators can use to close the books
Before (2022)
After (2023)
UI design included:
- Calendar inputs for monthly sales
- Inputs for third party mobile app sales, and monthly catering sales
- Upload file feature for monthly sales report
- Total monthly sales record
- Submission status directory
Then, they input third-party mobile app sales, monthly catering sales and upload the monthly sales report in PDF form.
After that, the contact information, name of the food service director and other contingencies get confirmed by the checkboxes
The final step is either saving the form as a draft or submitting it.
UI design included:
- Review for pending submissions
- Licensee location directory
- Modals to include individual licensee locations
- Ability to approve and deny sales submissions
The administrator (who is usually an accountant or Regional Director) sees the pending monthly sales submissions that have yet to be approved.
Once the “View” CTA is clicked, a modal appears giving them a view on a specific location’s total sales for a given month.
From there, administrator will approve or deny the submission.
The Licensee Location section was designed so that the administrator can see all the locations and their statuses on one easy-to-read dashboard rather than combing through a messy excel sheet.
In this example, the administrator sees a location they need to approve, and then simply clicks the “View” CTA. Then, a modal appears to give them insights on that specific location.
- Reduced help desk tickets by 20% in the first quarter following new UI launch
- Improved system response time to under 1.5 seconds and reduced loading speeds to under 2 seconds for all usage periods within 12 months
- Increased the accuracy of sales data entries to 98.6% by reducing errors to 1.4%
- Reduced the time taken for daily, weekly and monthly sales reconciliations by 34%
- Reduced errors in monthly and quarterly revenue reporting by over 52% through improved reporting form submissions
Licensee Visit Report
Timeline: 6 Months
As a large-scale fast food chain, Chick-fil-A had a need for keeping sales records for each licensee locations. The dashboard needed 2 parts: the licensee sales portal and administrative portal
The prior dashboard design was antiquated and made it difficult and cumbersome for users to correctly input monthly sales. In addition, it lacked a way for users to go back and rectify errors.
- Design a licensee sales portal that serves as a directory to keep track of sales records
- Design an administrative sales portal where accountants and administrators can use to close the books
UI design included:
- Calendar inputs for monthly sales
- Inputs for third-party mobile app sales, and monthly catering sales
- Upload file feature for monthly sales report
- Total monthly sales record
- Submission status directory
Licensee location manager inputs monthly sales in the calendar forms separated by each day of the month.
Then, they input third-party mobile app sales, monthly catering sales and upload the monthly sales report in PDF form.
After that, the contact information, name of the food service director and other contingencies get confirmed by the checkboxes
The final step is either saving the form as a draft or submitting it.
If the manager decides to save a draft, there is a Submission Status section after the form that serves as a directory to view Monthly Sales listed in chronological order.
UI design included:
- Review for pending submissions
- Licensee location directory
- Modals to include individual licensee locations
- Ability to approve and deny monthly sales submissions
The administrator (who is usually an accountant or Regional Director) sees the pending monthly sales submissions that have yet to be approved.
Once the “View” CTA is clicked, a modal appears giving them a view on a specific location’s total sales for a given month.
From there, administrator will approve or deny the submission.
The Licensee Location section was designed so that the administrator can see all the locations and their statuses on one easy-to-read dashboard rather than combing through a messy excel sheet.
In this example, the administrator sees a location they need to approve, and then simply clicks the “View” CTA. Then, a modal appears to give them insights on that specific location.
- Reduced help desk tickets by 20% in the first quarter following new UI launch
- Improved system response time to under 1.5 seconds and reduced loading speeds to under 2 seconds for all usage periods within 12 months
- Increased the accuracy of sales data entries to 98.6% by reducing errors to 1.4%
- Reduced the time taken for daily, weekly and monthly sales reconciliations by 34%
- Reduced errors in monthly and quarterly revenue reporting by over 52% through improved reporting form submissions
- Design a licensee sales portal that serves as a directory to keep track of sales records
- Design an administrative sales portal where accountants and administrators can use to close the books
UI design included:
- Calendar inputs for monthly sales
- Inputs for third party mobile app sales, and monthly catering sales
- Upload file feature for monthly sales report
- Total monthly sales record
- Submission status directory
Licensee location manager inputs monthly sales in the calendar forms separated by each day of the month.
Then, they input third-party mobile app sales, monthly catering sales and upload the monthly sales report in PDF form.
If the manager decides to save a draft, there is a Submission Status section after the form that serves as a directory to view Monthly Sales listed in chronological order.
UI design included:
- Review for pending submissions
- Licensee location directory
- Modals to include individual licensee locations
- Ability to approve and deny monthly sales submissions
The administrator (who is usually an accountant or Regional Director) sees the pending monthly sales submissions that have yet to be approved.
The administrator sees a location they need to approve, and then simply clicks the “View” CTA. Then, a modal appears to give them insights on that specific location.
- Reduced help desk tickets by 20% in the first quarter following new UI launch
- Increased the accuracy of sales data entries to 98.6% by reducing errors to 1.4%
- Reduced the time taken for daily, weekly and monthly sales reconciliations by 34%
- Reduced errors in monthly and quarterly revenue reporting by over 52% through improved reporting form submissions