About Salesmessage Analytics
Working within their existing design system, I created a seamless and intuitive analytics experience that delivers granular insights into the customer funnel, helping businesses track and optimize their messaging performance.
Salesmessage analytics screens
Research & Insights
Before designing the Salesmessage analytics feature, I conducted research on:
- User needs analysis – What insights do businesses require to optimize messaging?
- Competitor benchmarking – How do other platforms present analytics, and what’s missing?
- Usability testing – What data visualizations and metrics are most actionable for users?
Key Research Findings
Key Research Findings
- Businesses needed granular tracking of messages sent, calls, conversations, and conversions.
- Agent performance metrics were crucial for optimizing response times and effectiveness.
- A clear, digestible dashboard improved decision-making and reduced friction.
Early sketches
Final Design
After refining the design, I focused on:
- Clear, data-driven dashboard for quick insights without clutter.
- Intuitive visualizations to highlight key metrics like messages sent, calls, conversations, and conversions.
- Agent performance tracking to help teams optimize response times and efficiency.
- Seamless navigation for a frictionless analytics experience.
Analytics - Homepage
Analytics – Conversations
Analytics – Performance
Calling analytics page showing detailed data grouped by parent kpi's
