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How it works?

In all, there are 7 major milestones to complete this visualization dashboard for sales & market analysis.

To learn more about the details for each of the milestones, you may either
  1. Click on the buttons on any of the milestones, on the right panel
  2. or, click ">" (next button), to follow through the step-by-step design concept.



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Stakeholders in Company A

Hover over the cartoon to view the details of each of his/her role in the company.
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CEO

Hi. I am Mr CEO. My job is to lead (with the Board) the development of Company's strategy.

Also, I will lead and oversee the implementation of the Company's long and short term plans in accordance with its strategy.

Thus, I am keen in analytics that give me a quick overview of our company performance, and the current market opportunities.
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Product Director

Hi. I am Mr Product Director. My job is to define the 'why','what', and 'when' of the product the company will sell.

Also, I have to ensure that the products that we choose to sell, fit in the bill of the customer segment. This is determined by the product's design& color, and also; the specification of the product.

Thus, I am keen in analytics that help me to see the performance of our products, specifically cool if it were able to let me know the preference of each of the customer segment.
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Sales Director

Hi. I am Sales Director. My job is to formulate sales strategies and increase our sales revenue.

Also, I have to ensure that we continue to forge strong working relationship with our customers, and actively leading the team to seek for new markets.

Thus, I am keen in analytics that help me to see the performance of our key market sectors, current customer accounts, and salespeople performance. It will be cool to sell those prospect that we can convert into our customers.
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Business Questions From Stakeholders

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CEO
Initial Questions
  1. What is our current sales performance?
  2. Did we hit our sales target? If no, what is our current sales shortfall?
  3. Is our current sales performance better or worse than the previous years?
Potential Next Questions
  1. What are the available projects or prospects in the market?
  2. Did we manage to convert our prospects into our customers?
  3. What is our market share in the key market segments, within the sector?
SMU Logo
Product Director
Initial Questions
  1. How does each of the product group perform in the current and/or previous year(s)?
Potential Next Questions
  1. For the sector market sector, what are the design/color that sell well?
  2. Can I further breakdown the analysis by (1) Product Grp Only, (2) Collection Only (3) Across all items?
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Sales Director
Initial Questions
  1. Who are our prospects and customers?
  2. For existing customers, who are those that has shown declines in sales over the years?
  3. What is the current performance of salespeople?
Potential Next Questions
  1. For each of the existing account, What is the sales performance over the years, and who is serving them?
  2. Who is the developer? Any additional information of this prospect?
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Wireframe Based on Business Questions

Hover over the different parts of the wireframe to view the business questions.
SMU Logo
This is the page filter where the user will determine the (1) role & (2) market sector to analyze
SMU Logo
CEO
SMU Logo
Initial Questions
  1. What is our current sales performance?
  2. Did we hit our sales target? If no, what is our current sales shortfall?
  3. Is our current sales performance better or worse than the previous years?
Potential Next Questions
  1. What are the available projects or prospects in the market?
  2. Did we manage to convert our prospects into our customers?
  3. What is our market share in the key market segments, within the sector?
SMU Logo
Product Director
SMU Logo
Initial Questions
  1. How does each of the product group perform in the current and/or previous year(s)?
Potential Next Questions
  1. For the sector market sector, what are the design/color that sell well?
  2. Can I further breakdown the analysis by (1) Product Grp Only, (2) Collection Only (3) Across all items?
SMU Logo
Sales Director
SMU Logo
Initial Questions
  1. Who are our prospects and customers?
  2. For existing customers, who are those that has shown declines in sales over the years?
  3. What is the current performance of salespeople?
Potential Next Questions
  1. For each of the existing account, What is the sales performance over the years, and who is serving them?
  2. Who is the developer? Any additional information of this prospect?
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Graphics Selection Based on Wireframe

Click on the button to view the graphic selected.
SMU Logo
This is the page filter where the user will determine the (1) role & (2) market sector to analyze
SMU Logo
Initial Questions
  1. What is our current sales performance?
  2. Did we hit our sales target? If no, what is our current sales shortfall?
  3. Is our current sales performance better or worse than the previous years?
Potential Next Questions
  1. What are the available projects or prospects in the market?
  2. Did we manage to convert our prospects into our customers?
  3. What is our market share in the key market segments, within the sector?
SMU Logo
Initial Questions
  1. How does each of the product group perform in the current and/or previous year(s)?
Potential Next Questions
  1. For the sector market sector, what are the design/color that sell well?
  2. Can I further breakdown the analysis by (1) Product Grp Only, (2) Collection Only (3) Across all items?
SMU Logo
Initial Questions
  1. Who are our prospects and customers?
  2. For existing customers, who are those that has shown declines in sales over the years?
  3. What is the current performance of salespeople?
Potential Next Questions
  1. For each of the existing account, What is the sales performance over the years, and who is serving them?
  2. Who is the developer? Any additional information of this prospect?
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Data Schema of Dashboard

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System Architecture for Dashboard



Overall Technical Challenge

Integration among different platforms: Naive D3, DC.js and native javascript is challenging since not all external library is well supported and documented. This need long journey of experiments to test out functionalities, work on replacement and extend the original library to support customised requirements from user. A bug in DataTable API in DC.js at current official release v1.7.x disabled the dataset to be sorted accordingly, we ended up to adopt v2.x.x beta for our development
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Final Visualization Dashboard




Click on "application" on the left panel to access to the final dashboard.