ClearChoice Sales Dashboard

ClearChoice is a dental lab with locations across the country, dealing in a highly technical and fast-paced industry. As practitioners work alongside sales representatives, seeing dozens of patients per day, it was imperative to the company leadership to create a tool that team leaders could use to motivate and educate their employees during daily stand-ups and throughout the day.

After working with ClearChoice leadership to learn about overall goals and metrics, I created a mood board of ideas as a starting point. Then, I conducted a UX Studio to bring stakeholders together from different teams to create a group understanding of each department’s goals and needs. From there, I created wireframes that would ultimately become the interactive dashboard employed in all ClearChoice team areas and operated by team leaders to display metrics, announcements, and training collateral.

Note: All contents and data are for example purposes only and do not reflect actual company metrics.

View the case study here