Case Study

Product Redesign


The most utilizied screen of this product, which is used to monitor deals, was becoming outdated. It needed to updated to include a new deal state, more filtering capabilities, and an easy way to see a deal progress through book states.


The Solution

In the current format, the monitor was separated into three different tables according to deal state. With more deal states being added, I combined the tables into one, but added more functional filtering so each state could easily be seen on its own. The number of columns in the default state of the table was reduced so it isn't so overwhelming. I also added in the ability to save a view after filtering so a user can quickly return to their favorite saved perimeters. There are also colors added to easily identify book states.