Role: User Experience Design Lead

Collaborated with executives on this project from initial concept to product build.

One of the main goals of this project was to provide a fun, visual, interactive experience. I received three design patents for this project:

Data visualization and user interface for monitoring resource allocation to customers
Patent date issued March 12, 2015

Patent issuer and number US 20150073866 A1


Data visualization and user interface for monitoring and prediction of deal performance
Patent date issued March 12, 2015

Patent issuer and number US 20150073865 A1


Deal stage data visualization and user interface

Patent date issued March 12, 2015

Patent issuer and number US 20150073848 A1





Visualization to analyze the forecast win rate based on probability and close rate.





Forecast Shaper



The Forecast Shaper enables a user to perform ‘what-if’ scenarios and shape a team’s forecast more proactively.







Pipeline Analyzer



Visualization to analyze the forecast win rate based on probability and close rate.







Account Explorer



Territory mapping to keep track of where a user's prospects are located.







Deal Radar



View which deals are being actively worked on. The closer the deal is towards the center of the radar, the more touches the deal has.







Aging monitor



View deals overtime. Quickly identify aging deals that need to be disqualified.







The Team Tracker displays the team’s performance based on this year’s attainment and time in their current role.



Team Tracker