← All work Case 01 / 07 — SalesVision
01 / 07
Case study 01 — Enterprise SaaS

SalesVision Director Portal

A boardroom-grade sales-ops portal, designed so a Director knows within five seconds whether anything needs their attention today.

Outcome 12 screens specified, 4 of them screens the live build didn't have, and 5 documented spec conflicts closed — delivered as design system v1.1 plus a working prototype.
Product
SalesVision (CRM Vision)
Role
Sole designer — system + 12 screens
Scope
Director role, desktop-first 1440px
Deliverable
Design system v1.1 + built prototype
The problem

Three source documents described three different products. The PRD said the Director was strictly read-only across seven screens. The live build let Directors create departments, teams and managers — across four analytics tabs, with no lead board and no reports centre. And the functional spec flagged its own UX debt: every screen kept its own independent time filter.

Nobody had reconciled them. So the first deliverable wasn't a screen — it was a decision table.

reconciliation.md — 5 conflicts resolved
READ-ONLYAnalytics stays read-only + export. Org creation survives, gated behind an explicit can_manage_org capability.
SCREENSBuild both sets. The PRD's Lead Board and MIS Centre are real gaps — added, not dropped.
FILTEROne persistent global period, read by every screen. The single biggest structural fix.
EXPORTXLSX + PDF with a download history log — closes the PRD's own audit requirement.
DRILL-INYou could drill into a lead but never into a rep. Added an Executive Profile screen.
The reversal

v1.0 invented a palette. v1.1 threw it away.

v1.0 used the Material Dashboard reference for layout and behaviour only, then invented its own indigo-blue accent and dark-navy sidebar. The feedback was blunt: replicate the reference literally. So I re-skinned the entire system — near-black as the only functional UI colour, a white sidebar, colour reserved for data alone — and left the structure, screen architecture and data model untouched. A re-skin, not a re-plan.

v1.0 — invented killed

Indigo accent, dark-navy gradient sidebar, per-module colour coding. Reads like every other dashboard template.

v1.1 — shipped shipped

#17181C is the only functional colour — buttons, active nav, KPI icon squares. Green and red belong to the data.

Type
Poppins
Inter, tabular figures
Grid
8pt — 4·8·12·16·20·24·32·48
Never 5/7/9/11.
Radius
cards 18 · icon-square 14
chips 6 · buttons 10
Shell
240 sidebar · 64 bar · 48 filter
Inner-scroll content only.
S1 — Dashboard

The five-second answer.

Hero KPIs with signed deltas, call outcomes across the week, temperature split, and a ranking table that is the entry point to every rep.

salesvisionai.com/director/dashboard — 1440×900
Pages / DirectorDashboard
Type here… VM
All Today This Week This Month Custom
vs. previous period Export
Calls Made 4,820 +12.4% than last week
Total Mappings 1,360 +6.1% than last week
Hot Leads 214 -3.2% than last week
Connected Calls 2,115 43.9% connect rate
Call Outcomes This Week
Mon Tue Wed Thu Fri Sat Sun
Accepted No Response Rejected
Lead Temperature Distribution
1,360 total leads
Cold640 Warm506 Hot214
Performance Executives Managers
ExecutiveManagerCallsConnectedHotToday
ASAarav ShahEXE-001 Rahul Verma3121681422
DMDiya MehtaEXE-002 Anita Desai2881401119
KIKavya IyerEXE-004 Meera Singh3562011927
IBIshaan BoseEXE-005 Arjun Nair1423926
KPI anatomy

Label, value, signed delta stacked left; a 44px black icon square top-right. Never a left accent bar, never module-coloured. Numbers roll up from zero on load.

Colour discipline

Every button and active nav state is black. Green, slate and red exist only inside charts, deltas and status pills — so colour always means something.

Nothing is a dead end

Every row that names a person routes to their Executive Profile; every lead card to Lead Detail. The table is a navigation surface, not a readout.

Live prototype

Click through it yourself.

The real shell, wired: sidebar navigation, the global period filter every screen reads from, and the Executives / Managers toggle. Unbuilt screens return the placeholder they were specified to return.

salesvisionai.com/director — live, interactive Interactive
One period filter

Switch the period and every number above it moves. No screen in the system owns its own date filter — a rule set in Step 1 so twelve screens could never drift apart.

Nothing is a dead end

Every nav item routes somewhere from day one. Screens that weren't built yet return a labelled placeholder rather than a broken click — the wiring was the deliverable.

Same shell, three answers

Dashboard, Mapping and Leads share one chrome and one colour rule. Black is structure; green, slate and red only ever appear inside data.

S2 — Mapping

Where coverage is quietly failing.

Retail sits at 18% coverage on 88 mapped contacts — five calls initiated. The three-tier badge makes that visible in one downward scan of a column.

salesvisionai.com/director/mapping
Total Mapped1,360+6.1% than last week
Assigned961+4.3% than last week
Unassigned399-2.7% than last week
Avg. Coverage42.8%+3.9% than last week
All BFSI Healthcare Manufacturing Retail IT/Tech
Mapping by Industry Total mapped contacts
5002500
412 268 205 88 387
BFSI Healthcare Manufacturing Retail IT/Tech
Industry BreakdownCoverage by industry
IndustryMappedAssignedCoverage
BFSI41234058%
Healthcare26819045%
Manufacturing20511032%
Retail882018%
IT/Tech38730161%
RVRahul VermaEnterprise Sales · 6 reps
310 mapped · 260 assigned56%
KPKiran PatelEnterprise Sales · 4 reps
190 mapped · 96 assigned28%
ANArjun NairSMB Sales · 3 reps
120 mapped · 47 assigned19%
S5 — Lead Temperature Board

The screen the live build didn't have.

The PRD specified a lead board; the shipped product had none. I built it as a funnel with the conversion rate at every step, then the cards beneath it.

salesvisionai.com/director/leads
Pipeline Funnel This week · conversion at each step
1,360Mapped 70.7% 961Assigned 59.7% 574Call Made 88.2% 506Warm 42.3% 214Hot
Hot · 214 Warm · 506 Cold · 640
Filtered by: BFSI ✕
Vantage Financial CorpHot
BFSI · 18 days in pipeline
Contract Discussion
Aarav Shah · Rahul Verma
6 calls · 5 connectedJul 22
Pinnacle Cloud SystemsHot
IT/Tech · 15 days in pipeline
Contract Discussion
Kavya Iyer · Meera Singh
5 calls · 5 connectedJul 23
Zenith Capital PartnersWarm
BFSI · 4 days in pipeline
Call Received
Aarav Shah · Rahul Verma
2 calls · 2 connectedJul 22
What shipped

Twelve screens, one state machine, zero dead ends.

12
Screens specified
4
New screens the build lacked
5
Spec conflicts resolved
1
Global filter, finally
Bugs the design fixed

A transparent modal backdrop, filter state lost on scroll, no confirm-before-discard, no success toast, and hand-rolled skeletons per tab — all flagged in the functional spec, all specified out in v1.1.

What I'd do differently

I designed the whole Director portal before a single Director used it. The reconciliation table was the right instinct; validating it with two real Directors before locking twelve screens would have been better.

Next case study — 02 of 07
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Thirty days of primary research, turned into a phase-adaptive product.

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