WORK

ABOUT

RESUME

Sales Pipeline Report

Making complex information and data more intuitive and accessible through visualization.

Team

Developers

Project Manager

Tool

Figma

Tımelıne

9 Weeks

My Contribution

Responsible for structuring information, selecting appropriate charts, and conducting user research on color accessibility for Sales Pipeline Reports, ultimately delivering an optimized UI.

Final Metrics

The Problem Space

Most Sales Pipeline Reports are cluttered and lack intuitive data visualization, making it difficult for users to quickly grasp key insights.

Our Solution

Using charts for data visualization, optimizing colors, and ensuring accessibility.

How Did I Achieve This?

Overview

MixCommerce is a CRM platform. We designed the Sales Pipeline Report to help sales teams track deals and optimize strategies. However, many CRM reports are cluttered and poorly designed, making key data hard to find. So, we aimed to enhance readability and usability through better UI design and data visualization.

How do other CRM platforms present sales reports?

We analyzed how HubSpot, Salesforce, Pipedrive, and Zoho structure their Sales Pipeline Reports, including the data they present, the charts and colors they use, and their strengths and weaknesses.

However:
Although they have considered different chart types and the representational meaning of colors, some platforms still suffer from complex interfaces, information overload, and poorly considered color choices.

HMW:
enable users to instantly capture key information through a large amount of data?

Defined requirements, structured information

I first outlined the architecture based on company requirements, then assigned potential chart types to each section.

Wireframe & Improvement

After aligning requirements with the PM, I created wireframes and iterated based on feedback.

Sales Forecast

Before

Used a combination of cards and bar charts to display monthly sales forecasts.

After

Used a line chart to show potential sales forecast fluctuations over a year.

Individual Performance

Before

Used tables and bar charts to display each sales rep’s performance and task progress.

After

Added sales reps' avatars, regional flags, and progress percentages for better clarity and emphasis.

Lead Conversion

Before

Split conversion data into a line chart and a pie chart for better visualization.

After

Integrated all data and combined line and bar charts for clearer visualization.

Color Research

We created four color palettes and conducted Data Vis Color Research. The second palette proved to be the most color-blind-friendly for 2% of users in the U.S., so we chose it.

Final Results

TAKEAWAYS

  1. Data Visualization Matters

I realized that choosing the right charts can make complex sales data easier to understand and act on.


  1. Accessibility Improves Usability

learned that a well-designed color scheme not only enhances aesthetics but also ensures inclusivity for all users.

Let’s Connect: cocofan200@gmail.com

Made by Passion, Patience and Americano

© 2025 Design by Coco Fan

© 2025 Design by Coco Fan

Made by Passion, Patience and Americano

© 2025 Design by Coco Fan