Report Overview
sales Report Design
Report Overview
sales Report Design
Objective
Create a back-office Report Module that caters to the client's (Fay-Da bakery chain) requests and most business needs within a given time frame.
Overview
Fay Da Bakery, a growing chain in New York, directly manages all of its stores instead of using the franchise model. This approach has been in place for 28 years. However, managing and tracking sales has become challenging as the number of stores grows. There is a need for a report module in the back-end system to efficiently oversee all store sales without excessive paperwork.
Pain points
For the general manager of the company,
Getting a quick overview of gross, net, and volume sales for all and individual stores is hard.
Tracking the top sales items for all and individual stores can be challenging.
Spend too much time on Excel sheets and paperwork.
Process
Team
When the project began, we lacked a product manager. As a Lead UX Designer, my role expanded to defining work scope, understanding client needs, aligning with business goals, and creating the product roadmap. Despite our small team, I maintained constant communication with the client and stakeholders and worked closely with developers to ensure smooth project delivery.
Discovery Highlight
Discovery Highlights
Discovery Highlight
Discovery Highlights
Business Analysis
When I started working on the Sales Report Module, the first thing I did was to figure out what kind of sales data our client needed to collect. In addition to the initial client’s requests, I worked with the client and her general manager to determine what sales data they usually reviewed from their spreadsheet. I analyzed the information and researched competitor products in order to create a sales report module with clear navigation and better data visualization.
Client main requests and reference
Their spreadsheets contain a great deal of data information, and I would like to highlight those which I consider more important.
Display date, day of the week, weather/temperature
The chart on the right is a screenshot of an Excel sheet in which our client manually entered the data. As far as they are concerned, the report should display the date, day of the week, weather/temperature, and for those specific days, sales total, gift cards received, etc.
2. Display sales by hours and month
Based on their Excel spreadsheets, they wanted to be able to view the total sales every hour and compare them across months.
3. Display product type and sales
The client also wants to remain informed on the sales by each category for every hour.
4. Display the revenue of each product every month
It is crucial to track the revenue for each product every month, which helps the client determine or adjust their marketing strategies.
After discussions with the client, I concluded that our report should have at least these four categories:
And except for payment reports, they should all have hourly, daily, and monthly bar charts, comparison charts, and table sheets. The payment report should come with daily and monthly bar charts, hourly order-type comparison line charts, pie charts, and table sheet
Competitor research
After understanding the client’s requests and needs, I reviewed some competitors' products and conducted several competitor analyses.
Report module (overview)
2.Features provided in each module
Sales report
Product report
Payment report
Inventory report
Feature prioritization
Based on the information I collected and the data I analyzed, I worked with developers to prioritize the features to implement for our first version.
Design proposal
Based on all the information and data I had collected and analyzed, I created a design proposal and shared it with stakeholders, the business partner, and the client. In my design proposal, I also provided a recommendation for each development phase, in addition to the business and competitor analysis and features analysis.
Design solution
Design Solution
Design solution
Design Solution
Report IA
Important design annotations
Use Report: Sales Summary as an example
Key screens
Report Overview
Sales Report key screens
Product report KEY SCREENS
Outcome
Overall, the back office system has optimized office workflow, improving office managers' work efficiency and productivity. With the Report module, the general manager can easily monitor all store sales, including gross, net, and volume sales for each store. They can also track the top-selling items for each store to develop marketing strategies, allowing them to spend less time on Excel sheets and paperwork.