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Next-Gen Forecasts

A complete redesign of Salesforce.com's sales forecasting application.

Design Goals

  • Design a forecasting app that helps simplify the commonly complex sales forecasting process.
  • Support the collaboration that naturally occurs during the forecasting process.
  • Create a scalable design that works for small businesses and scales to accommodate the basic needs of large enterprises.
  • Minimize input while providing actionable and useful insights into sales team and individual performance.

Research & Evaluation

Competitive Analysis
Storyboards and Scenario Testing
Personas
Sketching
Wireframing
Prototyping
Think-Aloud Usability

More About this Project

I led the redesign of the Salesforce Forecasting application. My responsibilities included advocating and leading user research efforts for the team to better understand our target users. Over the course of the project, I created a design based on 8 rounds of user testing with Sales VPs, Sales Managers, and Sales Operations roles. This testing ranged from low-fidelity storyboards used to validate concepts to high-fidelity, stateful prototypes focused on improving the usability of the design. In 2011, this new design was released to new customers - a major milestone for Salesforce.com's Sales product line.

Additional Info

2 years in 2010 for Salesforce

Myself and 6 other team members

View 9 design deliverable examples