Creating pay bands
Simplifying the creation of compensation structures for small businesses.
Overview
Bringing Predictive Intelligence to Sales Teams.
I led the design and development of a pipeline forecasting system designed to bring data-driven insights into sales operations and support teams navigating complex deal cycles. The work helped transform how sales teams predict revenue and has received recognition by industry leaders.
I led the design and development of a pipeline forecasting system designed to bring data-driven insights into sales operations and support teams navigating complex deal cycles. The work helped transform how sales teams predict revenue and has received recognition by industry leaders.
I led the design and development of a pipeline forecasting system designed to bring data-driven insights into sales operations and support teams navigating complex deal cycles. The work helped transform how sales teams predict revenue and has received recognition by industry leaders.
Recognition
model accuracy
85%
of forecasts achieved target accuracy within 5% margin of error
time saved
5+
hours per week saved per sales team member
adoption rate
90%
of sales teams successfully integrated the forecasting system
revenue impact
~35%
improvement in forecast accuracy compared to manual methods
Problem space
Sales Teams and Revenue Predictions
In today's competitive markets, complex deal cycles and manual forecasting become common challenges for sales teams navigating revenue planning. In a data-driven business environment, how can sales organizations improve their forecasting accuracy? Or better yet, is it the process that should adapt to leverage modern data science capabilities.
In today's competitive markets, complex deal cycles and manual forecasting become common challenges for sales teams navigating revenue planning. In a data-driven business environment, how can sales organizations improve their forecasting accuracy? Or better yet, is it the process that should adapt to leverage modern data science capabilities.
Shifting my role from Data Analyst to Design Lead, I helped lead our discovery meetings, translating and communicating technical models into user-friendly interfaces.
This stage within our process was extremely iterative, being careful to explore data science approaches while still incorporating business requirements and user feedback.
DISCOVERY
Data Science for Sales Teams.
We found potential in leveraging machine learning and statistical modeling to transform how sales teams approach pipeline forecasting, combining historical data patterns with real-time deal information to create accurate predictions.
We found potential in leveraging machine learning and statistical modeling to transform how sales teams approach pipeline forecasting, combining historical data patterns with real-time deal information to create accurate predictions.
We found potential in leveraging machine learning and statistical modeling to transform how sales teams approach pipeline forecasting, combining historical data patterns with real-time deal information to create accurate predictions.
Designed for Sales Teams, with Sales Teams.
By collaborating with sales representatives to help ideate a data-driven solution, we better understood their workflow needs and opinions, and considered perspectives and new features we might have overlooked as data scientists.
By collaborating with sales representatives to help ideate a data-driven solution, we better understood their workflow needs and opinions, and considered perspectives and new features we might have overlooked as data scientists.
USER TESTING
How we tested users by bringing Pipeline Forecasting to life.
A/B Testing
Users pilot tested our dashboard designs against different information architectures.
Prototype Simulation
Users simulated the actual workflow and experience of the system through interactive mockups.
Heuristic Survey
After experiencing our prototype, users gave honest feedback through non-moderated surveys.
In order to test Pipeline Forecasting's features, we simulated a 'minimal' prototype to evaluate the usability of the product's interface and workflow with user feedback.
FINAL DELIVERY
Allowing sales teams predictive intelligence for Pipeline Forecasting.
At the end of the project timeline, we were extremely excited to wrap our solution and present it to the stakeholders and sales teams who supported us during Pipeline Forecasting's creation.
At the end of the project timeline, we were extremely excited to wrap our solution and present it to the stakeholders and sales teams who supported us during Pipeline Forecasting's creation.
At the end of the project timeline, we were extremely excited to wrap our solution and present it to the stakeholders and sales teams who supported us during Pipeline Forecasting's creation.