A solar distributor's marketers worked across several branches, reported sales individually on WhatsApp, and earned commission on what they sold. Leadership could not easily see who was selling and who was chasing.
The company's inventory system already tracked stock and sales, so the brief was narrower and more useful: a simple tool for marketers and the social media manager, kept separate from inventory.
What I built
The parts that matter.
One view for the MD
Sales, targets, commission and quiet marketers on a single dashboard, worked out from what marketers log.
Log a sale in seconds
A short form built for the field and for phones, with a running list of recent sales.
A prospect pipeline
Every prospect has a stage and a follow-up date, and overdue follow-ups turn red so none are forgotten.
A tracker for the social media manager
She follows each enquiry from first message to purchase and ends the month with a ready report.
The right page for the right person
Side navigation shows each user only their own pages, and every user has a Help page.
Activity alerts
Overdue prospects and marketers with no activity in three or more days are flagged.
Decisions behind it
The MD can add columns, tables and requirements without a developer, because the team's needs will keep changing. The look uses the company's brand navy and sun yellow, with colours chosen for contrast.
The screens
Take a closer look.
Screens show example data. The client is Cornerstone Solar. Select any image to enlarge it.
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Sales logged this week and a searchable list
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Every prospect, stage and follow-up date
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The enquiry tracker, owned by the social media manager
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Marketers compared: sales, targets and commission
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The monthly report, ready to copy
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Transport costs by marketer
On a phone
MD dashboardSocial media managerEnquiry report
Built with
Under the hood.
Role-based viewsResponsive web appBuilt on the client's brand