Corporate Dashboard
Philippe La Roche
Product Manager
UX Designer
UI Designer
Adobe XD
Figma
Jira
Credit Suisse Securities Canada
Summary
Analytics Dashboard is a corporate internal web application for Sales and Relationship Managers in the financial sector to track sales activity on aggregated levels.
Home of Analytics Dashboard
Overview
The 'Analytics Portal' project started in 2020 with the aim of replacing semi-manual sales reports in Excel prepared by relationship managers with a fully automated, scalable and aggregated web application. It was intended to begin with the most basic features (figures) and gradually add functionality of the tool over time.
Features
Flexible design - customize dashboard
Credit Suisse Corporate Design System
Easy to use
Filter & find quickly
Export to Excel
More information
Check out https://tinylab.design for further information.
