Apptivity MVP Dashboard Design
Kameron Adams
Apptivity
Apptivity Case Study
MVP for Sales Performance & Workflow Optimization
Client: Business Sales Manager overseeing multiple sales teams
Role: Product Design Partner – Research, UI/UX Design, Interaction Patterns
Timeline: 6 Weeks – Agile Sprint Cycles
Overview
Apptivity is an MVP dashboard solution designed to give sales reps and managers a unified view of productivity across all the tools they use daily — Salesforce, Outreach, LinkedIn, Looker, and more.
Its purpose: reduce platform-switching fatigue, surface workflow inefficiencies, and turn insights into action.
The Challenge
Sales organizations run on a stack of disconnected tools. While each platform tracks activity in isolation, there’s no single source of truth for:
Team & individual KPIs
App usage efficiency
Workflow bottlenecks & unused tools
Coaching opportunities
Managers needed a way to see who’s performing, where time is spent, and how to improve outcomes without piecing together multiple reports.
Apptivity Dashboard
The Approach
We worked in weekly sprint-like phases with the Business Sales Manager, exploring multiple UI scenarios and prioritizing features for an MVP launch.
Key design priorities:
Integrated KPI Tracking – Consolidate data from multiple systems into a single dashboard.
Drill-down Patterns – Let users go from top-level metrics into detailed reports.
Action Planning – Recommend next steps for reps based on their activity data.
Gamification – Contests, leaderboards, and an “Apptivity Coach” to drive engagement.
Seamless Integrations – Pull data from existing tools without disrupting workflows.
Sales Statistics
The Solution
The MVP design includes:
1. Sales Performance Scorecards
Team Score, Midmarket Score, and Top Performer metrics
Visual trends and % change vs last week
2. Productivity Heatmaps
Breakdown of time spent in key activities: calls, emails, meetings, and platform-specific work
Color-coded for quick scanning
3. Engagement Metrics
Calls: connect rate, talk time, answer rate
Emails: open rate, reply rate, bounce backs
Meetings: scheduled vs completed, revenue influence
4. Gamified Reporting & Contests
Sales leaderboards with revenue trends
Contest tracking to boost motivation
5. Workflow Insights
Underutilized tools flagged for improvement
Suggestions for process optimization
The Impact (Projected)
While the MVP is in its prototype stage, expected benefits include:
Time Savings – Less time switching between platforms.
Manager Effectiveness – Faster, more informed coaching based on real-time data.
Sales Rep Engagement – Gamification that encourages healthy competition.
Process Clarity – Clear identification of workflow gaps and improvement areas.
From Insight to Transformation
Apptivity fits into a broader Digital Performance Pathway:
Digital Life Insights – Understand current workflows
Digital Readiness Evaluation – Identify gaps and opportunities
Digital Transformation – Implement changes for sustainable improvement
Screens in MVP
Apptivity Scorecard
Account & Usage View
Referral Table
UI Kit (Branding)
Mini Brand Identity
App Logo
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Posted Aug 12, 2025
Designed MVP dashboard for sales performance and workflow optimization.
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