Account planning

Account executives needed a portal to manage the account they are responsible for, this portal provided them with a complete 360 view of the account, revenue generated, forecasts, pipelines and metrics by lines of business

GOALS

Effective management of accounts

The intent of this app is to provide a comprehensive overview of a sales account executive's performance, allowing them to track and manage their accounts effectively.

Key Intentions:

To provide a clear and concise view of account performance metrics

To enable sales account executives to identify areas of strength and weakness

To facilitate data-driven decision making to optimize sales strategy

To offer a user-friendly platform for account management and analysis

My account landing

View of all AE’s accounts with ability to sort the account by different attributes

Account details

This dashboard provides a comprehensive view of the account's performance, allowing sales account executives to quickly identify areas of strength and weakness, and make data-driven decisions to optimize their sales strategy.

Account overview sidebar

The sidebar provides a quick overview of key account information, including account owner, country, date created, and total revenue. It offers a snapshot of essential details, enabling swift access to crucial data and facilitating efficient account management.

Total revenue and Revenue by LOB

Drill down detail view of Total revenue and Revenue by LOB metric

Aravind Rangaswamy · aravindrswamy@gmail.com · 669 225 8310