Dashboard

Dashboard

Dashboard

Corporate Sales Tracker

Corporate Sales Tracker

Corporate Sales Tracker

Analytics Dashboard is a corporate internal web application for Sales and Relationship Managers in the financial sector to track sales activity on aggregated levels.

Analytics Dashboard is a corporate internal web application for Sales and Relationship Managers in the financial sector to track sales activity on aggregated levels.

Analytics Dashboard is a corporate internal web application for Sales and Relationship Managers in the financial sector to track sales activity on aggregated levels.

Client

Credit Suisse

Tools

Framer, Adobe XD

Role

UX/UI Designer

Year

2020 - 2022

Colors

#32394D

copied

#B0B0B0

copied

#0C3A72

copied

#0072CE

copied

#00B2AC

copied

#885BBC

copied

Tags

Credit Suisse

Design System

Corporate

Overview

The 'Analytics Portal' project started in 2020 with the aim of replacing semi-manual sales reports in Excel prepared by relationship managers with a fully automated, scalable and aggregated web application. It was intended to begin with the most basic features (figures) and gradually add functionality of the tool over time.

Challenge

Apart from the typical "easy to use", there were very few requirements. Due to the global scope, the main requirement was flexibility: It should be possible to show/hide defined topics (modules) per region or team. In addition, the new tool should contain all the figures / KPIs from the old manual Excel reports. The design team had full responsibility for the UI.

Solution

The final structure included the main element/site (dashboard), some subsites (search, downloads, settings) and an admin area. The subsites could be enabled or disabled per region or team. Since the dashboard was the main element of the tool, a design with boxes per topic was chosen, with the ability to show or hide boxes per region/team. This way, a user could also rearrange or hide boxes to customize the dashboard.

Features

Flexible design - customize dashboard

Credit Suisse Corporate Design System

Easy to use

Filter & find quickly

Export to Excel

Disclaimer

All trademarks, names, logos and icons used in this project ('Analytics Portal') are proprietary to Credit Suisse. Figures are fictitious and for illustrative purposes only. 

Client

Credit Suisse

Tools

Framer, Adobe XD

Role

UX/UI Designer

Year

2020 - 2022

Colors

#32394D

copied

#B0B0B0

copied

#0C3A72

copied

#0072CE

copied

#00B2AC

copied

#885BBC

copied

Tags

Credit Suisse

Design System

Corporate

Overview

The 'Analytics Portal' project started in 2020 with the aim of replacing semi-manual sales reports in Excel prepared by relationship managers with a fully automated, scalable and aggregated web application. It was intended to begin with the most basic features (figures) and gradually add functionality of the tool over time.

Challenge

Apart from the typical "easy to use", there were very few requirements. Due to the global scope, the main requirement was flexibility: It should be possible to show/hide defined topics (modules) per region or team. In addition, the new tool should contain all the figures / KPIs from the old manual Excel reports. The design team had full responsibility for the UI.

Solution

The final structure included the main element/site (dashboard), some subsites (search, downloads, settings) and an admin area. The subsites could be enabled or disabled per region or team. Since the dashboard was the main element of the tool, a design with boxes per topic was chosen, with the ability to show or hide boxes per region/team. This way, a user could also rearrange or hide boxes to customize the dashboard.

Features

Flexible design - customize dashboard

Credit Suisse Corporate Design System

Easy to use

Filter & find quickly

Export to Excel

Disclaimer

All trademarks, names, logos and icons used in this project ('Analytics Portal') are proprietary to Credit Suisse. Figures are fictitious and for illustrative purposes only. 

Client

Credit Suisse

Tools

Framer, Adobe XD

Role

UX/UI Designer

Year

2020 - 2022

Colors

#32394D

copied

#B0B0B0

copied

#0C3A72

copied

#0072CE

copied

#00B2AC

copied

#885BBC

copied

Tags

Credit Suisse

Design System

Corporate

Overview

The 'Analytics Portal' project started in 2020 with the aim of replacing semi-manual sales reports in Excel prepared by relationship managers with a fully automated, scalable and aggregated web application. It was intended to begin with the most basic features (figures) and gradually add functionality of the tool over time.

Challenge

Apart from the typical "easy to use", there were very few requirements. Due to the global scope, the main requirement was flexibility: It should be possible to show/hide defined topics (modules) per region or team. In addition, the new tool should contain all the figures / KPIs from the old manual Excel reports. The design team had full responsibility for the UI.

Solution

The final structure included the main element/site (dashboard), some subsites (search, downloads, settings) and an admin area. The subsites could be enabled or disabled per region or team. Since the dashboard was the main element of the tool, a design with boxes per topic was chosen, with the ability to show or hide boxes per region/team. This way, a user could also rearrange or hide boxes to customize the dashboard.

Features

Flexible design - customize dashboard

Credit Suisse Corporate Design System

Easy to use

Filter & find quickly

Export to Excel

Disclaimer

All trademarks, names, logos and icons used in this project ('Analytics Portal') are proprietary to Credit Suisse. Figures are fictitious and for illustrative purposes only.