Sales Analysis Tool
Seeing data update in real time empowered sales associates to engineer the best deals possible.
See case study
My role
I designed the sales analysis tool and shipped the production front end in HTML with Slim and Sass, partnering with engineering across the engagement.
Services
The problem
Institutional pharmacy pricing at Omnicare moved through spreadsheets emailed around the department. Files went stale, edits were hard to trace, and sales associates had no shared place to compare pricing or see the effect of a change in real time.
Solution
Pricing List
Easily navigate a sortable list of pricing tables that are shared across users. No more outdated files that are emailed around that department. And the added security of having all work backed up and stored in a database.
Update Pricing Form
Quickly update pricing tables by dragging and dropping a file. Using this method rather than manually entering or pasting from another file dramatically reduces the risk of entry errors.
Pricing Summary
Seeing the breakdown of multiple data pages in one view gives sales representatives high-level insights into the intricacies of each deal. View and compare data without ever having to change files or applications.
Expanded Pricing Summary
Sales analysts can expand any summary section to open a live worksheet. They can edit the values and instantly see the effect on overall pricing in real-time. This allowed them to fine-tune prices for their customers with increased speed and accuracy.
Pricing Contract Terms
When you need to dive into the data, you can drill down to the value for every data field in the system. However, we reduced the need for manual entry by providing shortcuts to quickly copy data from one row to another or by duplicating a data template.
Outcome
The emailed spreadsheets gave way to a shared, audited platform where every change is backed up and traceable. The engagement ran about 9 months.
About the client
Providing comprehensive pharmaceutical services to skilled nursing, assisted living and other chronic care institutions across the United States
