Accounting

Sales Analysis Tool

Seeing data update in real time empowered sales assocciates to to engineer the best deals possible.

👇 See case study

Services

UI Design
Wireframes Mockups Adobe Illustrator
4 weeks
Web Development
HTML (Slim) CSS (Sass)
9 months
Providing comprehensive pharmaceutical services to skilled nursing, assisted living and other chronic care institutions across the United States
Omnicare, a CVS Health company

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 No more outdated files that are emailed around that department.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.

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