home

Abbott

A unified dashboard to monitor business health across Pacific Asia, combining key metrics and visual insights with peer comparisons.

20+

metrics

divider

14

regions

divider

4

members

Made in Figma. Designed for Power BI.

PREFACE

Objective

Post research and interviews, we could identify the problems and clubbed them into three main areas:

 

UX and Navigation Challenges

Excessive scrolling and confusing navigation structure make it difficult for users to quickly access important data.

 

Information Overload and Redundancy

Cluttered data presentations and repeated KPIs across sections create confusion and make it hard for users to focus on key metrics.

 

Design and Accessibility Issues

Inconsistent design elements and poor space utilization impact visual clarity and accessibility, making it challenging for users to find relevant information quickly.

Expectations

Support affiliate commercial leaders to review SFE & Training metrics across channel by month & YTD.

 

Enable leads to discuss KPIs with respective channel leads to drive productivity

Stakeholders
  • Vice President

 

  • Deputy Vice-President

 

  • Country General Manager

 

  • Sales Heads

 

  • Marketing Heads

 

  • Commercial Excellence Leads
Data Source
  • Ethcal SFE KPIs

 

  • Trade SFE KPIs

 

  • Training KPIs
Publication

Published on third week of every month

 

Communication are made via automated mail containing the Power BI report link to all stakeholders

User Pain points

The clients were quite clear that there won’t be any direct interaction with the end users, so the main source of gathering user data & pain points was through forms and surveys. Once collated, all pain points could largely be clubbed under three requirements, which gave us the next directions.

Information access

Clients:

We need to view the logics & thresholds of the KPIs.

 

Inference:

Better information architecture & easy access to all relevant information.

Sync status

Clients:

Is the data displayed in the dashboards up to date?

 

Inference:

Time-stamps to display the data loading & refresh time.

Visualisation

Clients:

We are getting the information, but can it look better?

 

Inference:

Aesthetic & decluttered visuals for information display.

Dashboard usage

With the stakeholders using a common dashboard, it was imperative to identify the distinct needs of the Global Directors and General Managers, while also showing where their focus areas overlap—capturing both individual requirements and the common insights they rely on.

  • Global Directors

    Set plan for upcoming month based on current  month data

     

    To check overall performance of PA countries

     

    To check performance of General Managers respective regions

  • Common Goals

    Usage during PA Regional meets to check overall performance of PA region

     

    Identify & focus on underperforming countries

     

    Usage during internal monthly meets to discuss next course of actions

     

    Quick access to relevant information within the same reports

  • General Managers

    To check countrywise performance of their assigned regions

     

    Early forecasting of shortcomings & proactive mitigation

IMPACT

Business value

With the key pain points & requirement identified, our next step was to pick the right approach to solve the challenges. Leveraging on reviews & feedback sessions from the stakeholders, we were able to add business value and make a strong impact.

Aim

To provide focus areas for information display

 

To minimize clutter across reports

 

To enhance look & feel of the report designs

Approach

Introduce global navigation tabs across reports

 

Efficient use of tool tips to display secondary information

 

Revisit information architecture across reports

 

Alternate arrangement for layout of information

 

Use of a clean, minimal & relevant design system

 

Standardizing color guidelines across reports

Impact

Quick, easy access to information

 

Clean, visually balanced reports

 

Modern, aesthetic dashboard designs

Screen Comparisons

Home Page

Older screen (left)

Excel-like visuals with no visual balance

 

No color harmony, and parameter groupings not prominent

 

Absence of an intuitive navigation to country-wise  One Page Summary

 

Cluttered layout of content heavy information

 

Last Refresh data not available

Redesigned screen (right)

More modern & aesthetic layout

 

Optimized usage color with ample negative spaces

 

Easy navigation- either specific to a country, or generally across the reports

 

Presence of quick information cards at the top to give an overall lay of land

 

Quick access to Last Refresh data

Scorecards

Older screen (left)

Cluttered layout in a compact space

 

No clear information grouping or hierarchy in place

 

Usage of odd sized iconography to denote the status of each country/ region

 

Overall Status of the each KPI is not prominent enough in the accent bar

 

No way to access additional information like threshold value

Redesigned screen (right)

Better usage of screen space for displaying the KPI cards

 

Information grouping via sub-navigation & KPI pills for a better focus area

 

More prominent accent bars displaying the status of each KPI

 

Information icon & tool-tips to give quick access to secondary level of information like KPI definition, threshold value, range etc.

Monthly Trend Analysis

Older screen (left)

Mismatch between graph legends and actual bar graphs

 

No grouping of information, and hence all graphs are displayed in one place with lengthy scrolling

 

For percentage display, transparent backdrop with low contrast colors may cause eye strain to users

Redesigned screen (right)

Uniform color for bar graphs, resulting in easier association of data

 

Grouping of information in sub-navigation panel results in more focused viewing areas with lesser scroll lengths

 

Pleasant color for graphs makes for easy access to figures without any strain

One Page Summary

Older screen (left)

Confusing navigation in terms of KPI-Country  toggle, with no intuitive way of returning to current screen

 

Absence of information grouping

 

Currently, accent bars are the only way to track changes over a period

 

KPI title does not have clear prominence within the information displayed

Redesigned screen (right)

Information grouping via sub-navigation & for a better focus area & data absorption

 

Color coded status cards with KPI trend to give

a more holistic view

 

Information icon & tool-tips to give quick access to secondary level of information like KPI definition, threshold value, range

 

Larger display of data results in a better viewing experience

DESIGNS

Considerations

Since the screens were designed in Figma specifically for the Power BI platform, we had to follow platform-driven design constraints from the outset. Working within limitations related to typography, screen dimensions, and production layout, along with a strict branding constraint from the stakeholders made it a creatively challenging project.

Aa

Segoe UI

Callout

28 px, Bold

Navigation

16 px, Semibold

Headers

14 px, Bold

Captions

12 px, Semibold

Body

12 px, Regular

Screen Size

1280x720

004F71

Pills & Indicators

009CDE

Accents

D4F2FF

Accents- Light

F9F9F9

Natural Grey

FFFFFF

Background

000000

Typography

008E33

Success

E1FFEC

Success- Light

CCA700

Caution

FFFBE8

Caution- Light

E40028

Error

FFE5EA

Error- Light

Let’s get in touch!

Currently based out of Bengaluru, I am just a phone call or mail away.

Or better still, let’s discuss your next idea over coffee!

 

debnath.debayudh@gmail.com

+91 82776 06905

home

Abbott

A unified dashboard to monitor business health across Pacific Asia, combining key metrics and visual insights with peer comparisons.

20+

metrics

divider

14

regions

divider

4

members

Made in Figma. Designed for Power BI.

PREFACE

Objective

Post research and interviews, we could identify the problems and clubbed them into three main areas:

 

UX and Navigation Challenges

Excessive scrolling and confusing navigation structure make it difficult for users to quickly access important data.

 

Information Overload and Redundancy

Cluttered data presentations and repeated KPIs across sections create confusion and make it hard for users to focus on key metrics.

 

Design and Accessibility Issues

Inconsistent design elements and poor space utilization impact visual clarity and accessibility, making it challenging for users to find relevant information quickly.

Expectations

Support affiliate commercial leaders to review SFE & Training metrics across channel by month & YTD.

 

Enable leads to discuss KPIs with respective channel leads to drive productivity

Stakeholders
  • Vice President

 

  • Deputy Vice-President

 

  • Country General Manager

 

  • Sales Heads

 

  • Marketing Heads

 

  • Commercial Excellence Leads
Data Source
  • Ethcal SFE KPIs

 

  • Trade SFE KPIs

 

  • Training KPIs
Publication

Published on third week of every month

 

Communication are made via automated mail containing the Power BI report link to all stakeholders

User Pain points

The clients were quite clear that there won’t be any direct interaction with the end users, so the main source of gathering user data & pain points was through forms and surveys. Once collated, all pain points could largely be clubbed under three requirements, which gave us the next directions.

Information access

Clients:

We need to view the logics & thresholds of the KPIs.

 

Inference:

Better information architecture & easy access to all relevant information.

Sync status

Clients:

Is the data displayed in the dashboards up to date?

 

Inference:

Time-stamps to display the data loading & refresh time.

Visualisation

Clients:

We are getting the information, but can it look better?

 

Inference:

Aesthetic & decluttered visuals for information display.

Dashboard usage

With the stakeholders using a common dashboard, it was imperative to identify the distinct needs of the Global Directors and General Managers, while also showing where their focus areas overlap—capturing both individual requirements and the common insights they rely on.

  • Global Directors

    Set plan for upcoming month based on current  month data

     

    To check overall performance of PA countries

     

    To check performance of General Managers respective regions

  • Common Goals

    Usage during PA Regional meets to check overall performance of PA region

     

    Identify & focus on underperforming countries

     

    Usage during internal monthly meets to discuss next course of actions

     

    Quick access to relevant information within the same reports

  • General Managers

    To check countrywise performance of their assigned regions

     

    Early forecasting of shortcomings & proactive mitigation

IMPACT

Business value

With the key pain points & requirement identified, our next step was to pick the right approach to solve the challenges. Leveraging on reviews & feedback sessions from the stakeholders, we were able to add business value and make a strong impact.

Aim

To provide focus areas for information display

 

To minimize clutter across reports

 

To enhance look & feel of the report designs

Approach

Introduce global navigation tabs across reports

 

Efficient use of tool tips to display secondary information

 

Revisit information architecture across reports

 

Alternate arrangement for layout of information

 

Use of a clean, minimal & relevant design system

 

Standardizing color guidelines across reports

Impact

Quick, easy access to information

 

Clean, visually balanced reports

 

Modern, aesthetic dashboard designs

Screen Comparisons

Home Page

Older screen (left)

Excel-like visuals with no visual balance

 

No color harmony, and parameter groupings not prominent

 

Absence of an intuitive navigation to country-wise  One Page Summary

 

Cluttered layout of content heavy information

 

Last Refresh data not available

Redesigned screen (right)

More modern & aesthetic layout

 

Optimized usage color with ample negative spaces

 

Easy navigation- either specific to a country, or generally across the reports

 

Presence of quick information cards at the top to give an overall lay of land

 

Quick access to Last Refresh data

Scorecards

Older screen (left)

Cluttered layout in a compact space

 

No clear information grouping or hierarchy in place

 

Usage of odd sized iconography to denote the status of each country/ region

 

Overall Status of the each KPI is not prominent enough in the accent bar

 

No way to access additional information like threshold value

Redesigned screen (right)

Better usage of screen space for displaying the KPI cards

 

Information grouping via sub-navigation & KPI pills for a better focus area

 

More prominent accent bars displaying the status of each KPI

 

Information icon & tool-tips to give quick access to secondary level of information like KPI definition, threshold value, range etc.

Monthly Trend Analysis

Older screen (left)

Mismatch between graph legends and actual bar graphs

 

No grouping of information, and hence all graphs are displayed in one place with lengthy scrolling

 

For percentage display, transparent backdrop with low contrast colors may cause eye strain to users

Redesigned screen (right)

Uniform color for bar graphs, resulting in easier association of data

 

Grouping of information in sub-navigation panel results in more focused viewing areas with lesser scroll lengths

 

Pleasant color for graphs makes for easy access to figures without any strain

One Page Summary

Older screen (left)

Confusing navigation in terms of KPI-Country  toggle, with no intuitive way of returning to current screen

 

Absence of information grouping

 

Currently, accent bars are the only way to track changes over a period

 

KPI title does not have clear prominence within the information displayed

Redesigned screen (right)

Information grouping via sub-navigation & for a better focus area & data absorption

 

Color coded status cards with KPI trend to give

a more holistic view

 

Information icon & tool-tips to give quick access to secondary level of information like KPI definition, threshold value, range

 

Larger display of data results in a better viewing experience

DESIGNS

Considerations

Since the screens were designed in Figma specifically for the Power BI platform, we had to follow platform-driven design constraints from the outset. Working within limitations related to typography, screen dimensions, and production layout, along with a strict branding constraint from the stakeholders made it a creatively challenging project.

Aa

Segoe UI

Callout

28 px, Bold

Navigation

16 px, Semibold

Headers

14 px, Bold

Captions

12 px, Semibold

Body

12 px, Regular

Screen Size

1280x720

004F71

Pills & Indicators

009CDE

Accents

D4F2FF

Accents- Light

F9F9F9

Natural Grey

FFFFFF

Background

000000

Typography

008E33

Success

E1FFEC

Success- Light

CCA700

Caution

FFFBE8

Caution- Light

E40028

Error

FFE5EA

Error- Light

Let’s get in touch!

Currently based out of Bengaluru, I am just a phone call or mail away.

Or better still, let’s discuss your next idea over coffee!

 

debnath.debayudh@gmail.com

+91 82776 06905

home

Abbott

A unified dashboard to monitor business health across Pacific Asia, combining key metrics and visual insights with peer comparisons.

20+

metrics

divider

14

regions

divider

4

members

Made in Figma. Designed for Power BI.

PREFACE

Objective

Provide a framework to monitor the health of business through various metrics across Pacific Asia markets. The dashboard brings various parameters in one place with visualisation to enable insights & compare data with peer groups.

Expectations

Support affiliate commercial leaders to review SFE & Training metrics across channel by month & YTD.

 

Enable leads to discuss KPIs with respective channel leads to drive productivity

Stakeholders
  • Vice President

 

  • Deputy Vice-President

 

  • Country General Manager

 

  • Sales Heads

 

  • Marketing Heads

 

  • Commercial Excellence Leads
Data Source
  • Ethcal SFE KPIs

 

  • Trade SFE KPIs

 

  • Training KPIs
Publication

Published on third week of every month

 

Communication are made via automated mail containing the Power BI report link to all stakeholders

User Pain points

The clients were quite clear that there won’t be any direct interaction with the end users, so the main source of gathering user data & pain points was through forms and surveys. Once collated, all pain points could largely be clubbed under three requirements, which gave us the next directions.

Information access

Clients:

We need to view the logics & thresholds of the KPIs.

 

Inference:

Better information architecture & easy access to all relevant information.

Sync status

Clients:

Is the data displayed in the dashboards up to date?

 

Inference:

Time-stamps to display the data loading & refresh time.

Visualisation

Clients:

We are getting the information, but can it look better?

 

Inference:

Aesthetic & decluttered visuals for information display.

Dashboard usage

With the stakeholders using a common dashboard, it was imperative to identify the distinct needs of the Global Directors and General Managers, while also showing where their focus areas overlap—capturing both individual requirements and the common insights they rely on.

  • Global Directors

    Set plan for upcoming month based on current  month data

     

    To check overall performance of PA countries

     

    To check performance of General Managers respective regions

  • Common Goals

    Usage during PA Regional meets to check overall performance of PA region

     

    Identify & focus on underperforming countries

     

    Usage during internal monthly meets to discuss next course of actions

     

    Quick access to relevant information within the same reports

  • General Managers

    To check countrywise performance of their assigned regions

     

    Early forecasting of shortcomings & proactive mitigation

IMPACT

Business value

With the key pain points & requirement identified, our next step was to pick the right approach to solve the challenges. Leveraging on reviews & feedback sessions from the stakeholders, we were able to add business value and make a strong impact.

Aim

To provide focus areas for information display

 

To minimize clutter across reports

 

To enhance look & feel of the report designs

Approach

Introduce global navigation tabs across reports

 

Efficient use of tool tips to display secondary information

 

Revisit information architecture across reports

 

Alternate arrangement for layout of information

 

Use of a clean, minimal & relevant design system

 

Standardizing color guidelines across reports

Impact

Quick, easy access to information

 

Clean, visually balanced reports

 

Modern, aesthetic dashboard designs

Screen Comparisons

Home Page

Older screen (left)

Excel-like visuals with no visual balance

 

No color harmony, and parameter groupings not prominent

 

Absence of an intuitive navigation to country-wise  One Page Summary

 

Cluttered layout of content heavy information

 

Last Refresh data not available

Redesigned screen (right)

More modern & aesthetic layout

 

Optimized usage color with ample negative spaces

 

Easy navigation- either specific to a country, or generally across the reports

 

Presence of quick information cards at the top to give an overall lay of land

 

Quick access to Last Refresh data

Scorecards

Older screen (left)

Cluttered layout in a compact space

 

No clear information grouping or hierarchy in place

 

Usage of odd sized iconography to denote the status of each country/ region

 

Overall Status of the each KPI is not prominent enough in the accent bar

 

No way to access additional information like threshold value

Redesigned screen (right)

Better usage of screen space for displaying the KPI cards

 

Information grouping via sub-navigation & KPI pills for a better focus area

 

More prominent accent bars displaying the status of each KPI

 

Information icon & tool-tips to give quick access to secondary level of information like KPI definition, threshold value, range etc.

Monthly Trend Analysis

Older screen (left)

Mismatch between graph legends and actual bar graphs

 

No grouping of information, and hence all graphs are displayed in one place with lengthy scrolling

 

For percentage display, transparent backdrop with low contrast colors may cause eye strain to users

Redesigned screen (right)

Uniform color for bar graphs, resulting in easier association of data

 

Grouping of information in sub-navigation panel results in more focused viewing areas with lesser scroll lengths

 

Pleasant color for graphs makes for easy access to figures without any strain

One Page Summary

Older screen (left)

Confusing navigation in terms of KPI-Country  toggle, with no intuitive way of returning to current screen

 

Absence of information grouping

 

Currently, accent bars are the only way to track changes over a period

 

KPI title does not have clear prominence within the information displayed

Redesigned screen (right)

Information grouping via sub-navigation & for a better focus area & data absorption

 

Color coded status cards with KPI trend to give

a more holistic view

 

Information icon & tool-tips to give quick access to secondary level of information like KPI definition, threshold value, range

 

Larger display of data results in a better viewing experience

DESIGNS

Considerations

Since the screens were designed in Figma specifically for the Power BI platform, we had to follow platform-driven design constraints from the outset. Working within limitations related to typography, screen dimensions, and production layout, along with a strict branding constraint from the stakeholders made it a creatively challenging project.

Aa

Segoe UI

Callout

28 px, Bold

Navigation

16 px, Semibold

Headers

14 px, Bold

Captions

12 px, Semibold

Body

12 px, Regular

Screen Size

1280x720

004F71

Pills & Indicators

009CDE

Accents

D4F2FF

Accents- Light

F9F9F9

Natural Grey

FFFFFF

Background

000000

Typography

008E33

Success

E1FFEC

Success- Light

CCA700

Caution

FFFBE8

Caution- Light

E40028

Error

FFE5EA

Error- Light

Let’s get in touch!

Currently based out of Bengaluru, I am just a phone call or mail away.

Or better still, let’s discuss your next idea over coffee!

 

debnath.debayudh@gmail.com

+91 82776 06905

home button

Abbott

A unified dashboard to monitor business health across Pacific Asia, combining key metrics and visual insights with peer comparisons.

20+

metrics

divider

14

regions

divider

4

members

Made in Figma. Designed for Power BI.

PREFACE

Objective

Provide a framework to monitor the health of business through various metrics across Pacific Asia markets. The dashboard brings various parameters in one place with visualisation to enable insights & compare data with peer groups.

Expectations

Support affiliate commercial leaders to review SFE & Training metrics across channel by month & YTD.

 

Enable leads to discuss KPIs with respective channel leads to drive productivity

Stakeholders
  • Vice President

 

  • Deputy Vice-President

 

  • Country General Manager

 

  • Sales Heads

 

  • Marketing Heads

 

  • Commercial Excellence Leads
Data Source
  • Ethcal SFE KPIs

 

  • Trade SFE KPIs

 

  • Training KPIs
Publication

Published on third week of every month

 

Communication are made via automated mail containing the Power BI report link to all stakeholders

User Pain points

The clients were quite clear that there won’t be any direct interaction with the end users, so the main source of gathering user data & pain points was through forms and surveys. Once collated, all pain points could largely be clubbed under three requirements, which gave us the next directions.

Information access

Clients:

We need to view the logics & thresholds of the KPIs.

 

Inference:

Better information architecture & easy access to all relevant information.

Sync status

Clients:

Is the data displayed in the dashboards up to date?

 

Inference:

Time-stamps to display the data loading & refresh time.

Visualisation

Clients:

We are getting the information, but can it look better?

 

Inference:

Aesthetic & decluttered visuals for information display.

Dashboard usage

With the stakeholders using a common dashboard, it was imperative to identify the distinct needs of the Global Directors and General Managers, while also showing where their focus areas overlap—capturing both individual requirements and the common insights they rely on.

  • Global Directors

    Set plan for upcoming month based on current  month data

     

    To check overall performance of PA countries

     

    To check performance of General Managers respective regions

  • Common Goals

    Usage during PA Regional meets to check overall performance of PA region

     

    Identify & focus on underperforming countries

     

    Usage during internal monthly meets to discuss next course of actions

     

    Quick access to relevant information within the same reports

  • General Managers

    To check countrywise performance of their assigned regions

     

    Early forecasting of shortcomings & proactive mitigation

IMPACT

Business value

With the key pain points & requirement identified, our next step was to pick the right approach to solve the challenges. Leveraging on reviews & feedback sessions from the stakeholders, we were able to add business value and make a strong impact.

Aim

To provide focus areas for information display

 

To minimize clutter across reports

 

To enhance look & feel of the report designs

Approach

Revisit information architecture across reports & introduce global navigation tabs across reports

 

Efficient use of tool tips to display secondary information

 

Standardizing color guidelines across reports & usage of a minimal design system

Impact

Quick, easy access to information

 

Clean, visually balanced reports

 

Modern, aesthetic dashboard designs

Screen Comparisons

Home Page

Older screen (left)

Excel-like visuals with no visual balance

 

No color harmony, and parameter groupings not prominent

 

Absence of an intuitive navigation to country-wise  One Page Summary

 

Cluttered layout of content heavy information

 

Last Refresh data not available

Redesigned screen (right)

More modern & aesthetic layout

 

Optimized usage color with ample negative spaces

 

Easy navigation- either specific to a country, or generally across the reports

 

Presence of quick information cards at the top to give an overall lay of land

 

Quick access to Last Refresh data

Scorecards

Older screen (left)

Cluttered layout in a compact space

 

No clear information grouping or hierarchy in place

 

Usage of odd sized iconography to denote the status of each country/ region

 

Overall Status of the each KPI is not prominent enough in the accent bar

 

No way to access additional information like threshold value

Redesigned screen (right)

Better usage of screen space for displaying the KPI cards

 

Information grouping via sub-navigation & KPI pills for a better focus area

 

More prominent accent bars displaying the status of each KPI

 

Information icon & tool-tips to give quick access to secondary level of information like KPI definition, threshold value, range etc.

Monthly Trend Analysis

Older screen (left)

Mismatch between graph legends and actual bar graphs

 

No grouping of information, and hence all graphs are displayed in one place with lengthy scrolling

 

For percentage display, transparent backdrop with low contrast colors may cause eye strain to users

Redesigned screen (right)

Uniform color for bar graphs, resulting in easier association of data

 

Grouping of information in sub-navigation panel results in more focused viewing areas with lesser scroll lengths

 

Pleasant color for graphs makes for easy access to figures without any strain

One Page Summary

Older screen (left)

Confusing navigation in terms of KPI-Country  toggle, with no intuitive way of returning to current screen

 

Absence of information grouping

 

Currently, accent bars are the only way to track changes over a period

 

KPI title does not have clear prominence within the information displayed

Redesigned screen (right)

Information grouping via sub-navigation & for a better focus area & data absorption

 

Color coded status cards with KPI trend to give

a more holistic view

 

Information icon & tool-tips to give quick access to secondary level of information like KPI definition, threshold value, range

 

Larger display of data results in a better viewing experience

DESIGNS

Considerations

Since the screens were designed in Figma specifically for the Power BI platform, we had to follow platform-driven design constraints from the outset. Working within limitations related to typography, screen dimensions, and production layout, along with a strict branding constraint from the stakeholders made it a creatively challenging project.

Aa

Segoe UI

Callout

28 px, Bold

Navigation

16 px, Semibold

Headers

14 px, Bold

Captions

12 px, Semibold

Body

12 px, Regular

Screen Size

1280x720

004F71

Pills & Indicators

009CDE

Accents

D4F2FF

Accents- Light

F9F9F9

Natural Grey

FFFFFF

Background

000000

Typography

008E33

Success

E1FFEC

Success- Light

CCA700

Caution

FFFBE8

Caution- Light

E40028

Error

FFE5EA

Error- Light

Let’s get in touch!

Currently based out of Bengaluru, I am just a phone call or mail away.

Or better still, let’s discuss your next idea over coffee!

 

debnath.debayudh@gmail.com

+91 82776 06905

Objective

Provide a framework to monitor the health of business through various metrics across Pacific Asia markets. The dashboard brings various parameters in one place with visualisation to enable insights & compare data with peer groups.

Expectations

Support affiliate commercial leaders to review SFE & Training metrics across channel by month & YTD.

 

Enable leads to discuss KPIs with respective channel leads to drive productivity

Stakeholders
  • Vice President

 

  • Deputy Vice-President

 

  • Country General Manager

 

  • Sales Heads

 

  • Marketing Heads

 

  • Commercial Excellence Leads
Data Source
  • Ethcal SFE KPIs

 

  • Trade SFE KPIs

 

  • Training KPIs
Publication

Published on third week of every month

 

Communication are made via automated mail containing the Power BI report link to all stakeholders

User Pain points

The clients were quite clear that there won’t be any direct interaction with the end users, so the main source of gathering user data & pain points was through forms and surveys. Once collated, all pain points could largely be clubbed under three requirements, which gave us the next directions.

Information access

Clients:

We need to view the logics & thresholds of the KPIs.

 

Inference:

Better information architecture & easy access to all relevant information.

Sync status

Clients:

Is the data displayed in the dashboards up to date?

 

Inference:

Time-stamps to display the data loading & refresh time.

Visualisation

Clients:

We are getting the information, but can it look better?

 

Inference:

Aesthetic & decluttered visuals for information display.

Dashboard usage

With the stakeholders using a common dashboard, it was imperative to identify the distinct needs of the Global Directors and General Managers, while also showing where their focus areas overlap—capturing both individual requirements and the common insights they rely on.

  • Global Directors

    Set plan for upcoming month based on current  month data

     

    To check overall performance of PA countries

     

    To check performance of General Managers respective regions

  • Common Goals

    Usage during PA Regional meets to check overall performance of PA region

     

    Identify & focus on underperforming countries

     

    Usage during internal monthly meets to discuss next course of actions

     

    Quick access to relevant information within the same reports

  • General Managers

    To check countrywise performance of their assigned regions

     

    Early forecasting of shortcomings & proactive mitigation

IMPACT

Business value

With the key pain points & requirement identified, our next step was to pick the right approach to solve the challenges. Leveraging on reviews & feedback sessions from the stakeholders, we were able to add business value and make a strong impact.

Aim

To provide focus areas for information display

 

To minimize clutter across reports

 

To enhance look & feel of the report designs

Approach

Introduce global navigation tabs across reports

 

Efficient use of tool tips to display secondary information

 

Revisit information architecture across reports

 

Alternate arrangement for layout of information

 

Use of a clean, minimal & relevant design system

 

Standardizing color guidelines across reports

Impact

Quick, easy access to information

 

Clean, visually balanced reports

 

Modern, aesthetic dashboard designs

Screen Comparisons

Home Page

Older screen (left)

Excel-like visuals with no visual balance

 

No color harmony, and parameter groupings not prominent

 

Absence of an intuitive navigation to country-wise  One Page Summary

 

Cluttered layout of content heavy information

 

Last Refresh data not available

Redesigned screen (right)

More modern & aesthetic layout

 

Optimized usage color with ample negative spaces

 

Easy navigation- either specific to a country, or generally across the reports

 

Presence of quick information cards at the top to give an overall lay of land

 

Quick access to Last Refresh data

Scorecards

Older screen (left)

Cluttered layout in a compact space

 

No clear information grouping or hierarchy in place

 

Usage of odd sized iconography to denote the status of each country/ region

 

Overall Status of the each KPI is not prominent enough in the accent bar

 

No way to access additional information like threshold value

Redesigned screen (right)

Better usage of screen space for displaying the KPI cards

 

Information grouping via sub-navigation & KPI pills for a better focus area

 

More prominent accent bars displaying the status of each KPI

 

Information icon & tool-tips to give quick access to secondary level of information like KPI definition, threshold value, range etc.

Monthly Trend Analysis

Older screen (left)

Mismatch between graph legends and actual bar graphs

 

No grouping of information, and hence all graphs are displayed in one place with lengthy scrolling

 

For percentage display, transparent backdrop with low contrast colors may cause eye strain to users

Redesigned screen (right)

Uniform color for bar graphs, resulting in easier association of data

 

Grouping of information in sub-navigation panel results in more focused viewing areas with lesser scroll lengths

 

Pleasant color for graphs makes for easy access to figures without any strain

One Page Summary

Older screen (left)

Confusing navigation in terms of KPI-Country  toggle, with no intuitive way of returning to current screen

 

Absence of information grouping

 

Currently, accent bars are the only way to track changes over a period

 

KPI title does not have clear prominence within the information displayed

Redesigned screen (right)

Information grouping via sub-navigation & for a better focus area & data absorption

 

Color coded status cards with KPI trend to give

a more holistic view

 

Information icon & tool-tips to give quick access to secondary level of information like KPI definition, threshold value, range

 

Larger display of data results in a better viewing experience

DESIGNS

Considerations

Since the screens were designed in Figma specifically for the Power BI platform, we had to follow platform-driven design constraints from the outset. Working within limitations related to typography, screen dimensions, and production layout, along with a strict branding constraint from the stakeholders made it a creatively challenging project.

Aa

Segoe UI

Callout

28 px, Bold

Navigation

16 px, Semibold

Headers

14 px, Bold

Captions

12 px, Semibold

Body

12 px, Regular

Screen Size

1280x720

004F71

Pills & Indicators

009CDE

Accents

D4F2FF

Accents- Light

F9F9F9

Natural Grey

FFFFFF

Background

000000

Typography

008E33

Success

E1FFEC

Success- Light

CCA700

Caution

FFFBE8

Caution- Light

E40028

Error

FFE5EA

Error- Light