Designing a Task-First Sales Panel

Designing a Task-First Sales Panel

Duration

June 2024 - July 2024

Team

Product Manager - Sumit Anuse
Product Designer - Shreya Jindal

My Role

Research, User Flows, Product Strategy, Prototyping

Objective 🎯

To transform a developer-built, desktop-only sales panel into a structured, user-friendly experience that works seamlessly on mobile, adopting a task-based approach aligned with the real workflows of car advisors.

Understanding the problem

The panel was built from a technical standpoint and later resized for mobile without usability focus. Advisors were often unsure what actions to take after logging in or how to progress a lead.

Identifying gaps

The experience lacked mobile-first hierarchy and clear, actionable guidance. Critical actions like calling, updates, and follow-ups were buried or difficult to find.

Defining the goal

Redesign the panel around advisor behavior with clear task cues and simplified navigation. Enable confident lead management and faster movement toward deal closure.

I was given the task to Simply Redesign the sales panel in terms of Only UI in a weeks time.

Is a UI revamp ever Really Simple?

Think Again.

What is this Sales Panel?

The Sales Panel is where you can see all the details about a customer, from the point they book a test drive to the point their car is delivered. It also shows any past interactions customers had with CARS24.

Leads

Contains details of customers who have booked and completed test drive.

Leads

Contains details of customers who have booked and completed test drive.

Loans

Contains details of customers who are cleared to get a loan or not.

Loans

Contains details of customers who are cleared to get a loan or not.

Tokens

Contains details of customers who have paid the token and booked their cars.

Tokens

Contains details of customers who have paid the token and booked their cars.

Calls

Contains details of customers who have given missed call or a follow up have been set.

Calls

Contains details of customers who have given missed call or a follow up have been set.

Curent Flow

To set context, here’s an overview of the current sales panel flow and how car advisors move through it today.

Approach to the Problem 🧠

We started by studying the current panel, advisor workflows, and business expectations to identify where the tool failed to support real sales behavior.

Confusing Internal Jargon

The panel was filled with company-specific terms that didn’t guide advisors on what action to take, making the experience unclear and overwhelming.

Confusing Internal Jargon

The panel was filled with company-specific terms that didn’t guide advisors on what action to take, making the experience unclear and overwhelming.

Information Overload

Too much data was dumped onto a single screen with no hierarchy, leaving advisors unsure what was important or where to focus next.

Information Overload

Too much data was dumped onto a single screen with no hierarchy, leaving advisors unsure what was important or where to focus next.

Not Built for Mobile-First Use

The desktop layout was simply resized for mobile, forcing advisors to scroll horizontally to read customer details on the very device they used most.

Not Built for Mobile-First Use

The desktop layout was simply resized for mobile, forcing advisors to scroll horizontally to read customer details on the very device they used most.

Target Audience 👥

The New Flow

What began as a UI update evolved into redesigning the core workflow. We mapped key use cases, uncovered edge scenarios, and structured a task-driven flow.

Through continuous collaboration with cross-functional teams, we validated assumptions and aligned on a solution that worked for advisors, business, and tech.

Along the way, technical constraints and emerging business requirements shaped several decisions, pushing us to iterate within real-world limits rather than ideal scenarios.

💪🏽

Along the way, technical constraints and emerging business requirements shaped several decisions, pushing us to iterate within real-world limits rather than ideal scenarios.

💪🏽

Designed. Redesign. Repeat.

A lot of versions, tiny tweaks, big changes, and many “let’s try this again.”

Final Designs

Guided Task Flow

The flow nudges advisors from one step to the next, ensuring they always know the immediate action required to move a lead forward.

Task-First Interface

The panel was restructured to surface tasks based on priority, helping advisors immediately understand what needs attention instead of navigating through raw data.

Impact 🚀

20%

Reduction in task completion time

Reduction in task completion time

25%

Fewer missed follow-ups

Fewer missed follow-ups

The redesign turned a fragmented, developer-led tool into a structured sales workspace. With clearer priorities and guided actions, advisors could focus less on figuring out the system and more on closing deals.

One problem down. More ahead.

Take a look at the next project!

Create a free website with Framer, the website builder loved by startups, designers and agencies.