Sales Tracking Dashboard for a Compounding Pharmacy
Mobile & Web Dashboard
Data Visuals
Team
UX Researcher
UX Designer (Me)
Design Manager
My Role
Strategy
Conceptualizing
Designing
Tools
Figma
Duration
5 months
Project Overview
Crafting a dashboard for Optimal Balance Pharmacy to increase their prescriptions sales
Optimal Balance Pharmacy (OBP) is a compounding pharmacy specializing in beauty and wellness medication. I designed an internal dashboard to help them increase prescription sales through their physician network. I was tasked with visual brainstorming, strategy, designing, and collaborating with a UX researcher and Design Manager.
BACKGROUND
Sales Representatives recruit Doctors into Optimal Balances network to boost prescriptions numbers
OBP aims to provide consumers with quality medication at a good price. With a dedicated Sales Representatives team, they recruit Doctors to join the company’s physician network. Once in network Doctors agree to send in a certain number of prescriptions each month, and in exchange their patients receive discounts on medications.
The Optimal Balance Pharmacy Sales Process
Step 1
Doctor Recruitment
Each Sales Representative recruits Doctors to the OBP physician network.
Step 2
Prescriptions Sent
The in-network Doctors commit to sending in a certain number of prescriptions monthly.
Step 3
Increased Sales
An increase in prescription sales at Optimal Balance in exchange for patient discounts.
BUSINESS CHALLENGE
Doctors promise high prescription numbers, yet monthly sales aren’t being met
Leadership noticed Sales Representatives were not meeting their monthly prescription goals. Sales would recruit Doctors who would promise 50-100 prescriptions per week. But in reality, they would only send about 8 for an entire month.
LACK OF DATA INFRASTRUCTURE
Optimal Balance Pharmacy lacks real-time visibility of their prescription volume
Sales and Leadership had no clear way to track prescriptions as they were happening. Sales Reps only learned about low performance when commission checks arrived weeks later. Leadership used PioneerRx to monitor prescriptions, but the system lacked the filtering and accessibility needed for targeted tracking, while Sales had no access to it at all.
Helping Sales prioritize outreach to stimulate numbers by tracking prescriptions per Doctor
Both teams shared which data matters most when assessing prescription sales: total prescription count, distribution by medication type, and prescribing doctor. I used these insights to guide my design strategy. My goal was to help them track real-time prescription count so they can focus their efforts into client outreach to increase numbers.
LEAN DESIGN & STRATEGY
A mobile-first approach so Sales feel comfortable tracking prescriptions while on-route to Doctors
I prioritized essential features to support Sales Reps on the go to visit doctors. I had to keep my designs approachable. Sales informed me that if the dashboard felt too complex, they probably wouldn’t use it. I planned to use simple and familiar data visuals like pie charts, line charts, cards, and tables. The mobile design later informed the structure of the desktop version for Leadership.
Designing through an iteration & feedback loop to maximize time
I had to be smart about how I used my time due to tight budget constraints. My team and I came up with a workflow where I built quick prototypes, got early feedback from developers to check technical feasibility, and then tested with users to validate the design direction.
GIVING SALES REAL-TIME CONTROL
Sales Representative want to see their overall performance and progress to track improvements
Feedback showed Sales wanted to monitor prescription numbers in real time and track progress over time. Real-time data helps them spot underperforming doctors or prescriptions and plan next steps, while historical data shows whether their strategy is working.
Cumulative Donut Chart
The donut chart communicated progress but lacked context. Users wanted to compare performance over time (by week, month, or year) to better assess trends.
Top Performing Scripts
I added the top 3 medications and mini bar charts to improve scan-ability. But both features exceeded time and dev constraints, so I moved forward with just the line chart.
Doctor List vs. Script List
I split data by Doctor and Script type to make information easier to digest. But placing tabs at the top slowed users down when filtering with it, and the tap-and-drag tooltip for line chart trend metrics felt frustrating to use.
Final Mobile Design
The core information Sales Reps prioritized was total script volume, data progression, and which doctors or medications were underperforming. Filters were moved to the top as accessories, and tabs shifted to the bottom for quicker navigation
BIG PICTURE PERFORMANCE FOR LEADERSHIP
Providing Leadership a view of Sales impact post-launch over time to assess the effectiveness of their strategy
Most metrics in the mobile version carried over to the web dashboard for Leadership after it was launched, with added details to support high-level decisions. They needed to track how all Sales Reps were performing and compare trends over time daily, weekly, monthly, and yearly, to measure the impact of their outreach.
Performance Progression
Leadership wanted visibility into total script volume, doctor count, and rep count over time. But they felt the design lacked distribution insights. Specifically, how performance broke down across doctors, sales reps, and scripts data.
Medication Highlighting
The distribution chart helped highlight which doctors, scripts, or reps were outperforming, but it exceeded developer constraints and needed simplification. The red in the table also drew too much visual focus.
Final Web Design
A simplified bar chart captured performance distribution clearly, showing which data sets led over time. Filter dropdowns were consolidated at the top for easier, more precise data parsing within developer limitations.
IMPACT
Outcomes
The Sales dashboard was sent to development first, followed shortly by the Leadership dashboard. Both teams responded with enthusiasm, saying they felt energized to use the tools to drive sales. Over time, they began to see a noticeable increase in their numbers.
Confidence Levels
Prescription volume rose by 37% by 6 months of implementation, bringing in over +460 additional sales per month.
Daily Usage
Each team uses the dashboards on a nearly daily basis, and say they feel much more in control of their outcomes and success.
Reflection
Key takeaways
This project taught me the importance of maintaining a strong line of communication between myself, my team, and stakeholders. We had tight budgeting and constraints due to the limitations of PowerBI and development. My designs had to prioritize functionality without compromising the experience for Optimal Balance. In the end, my ability to design with precision and leverage feedback helped me deliver the best product for them.