A system for analyzing profitability for customers and employees
2023 | GreeDoc
The system that calculates various profitability analyzes of the company's customers and employees according to employee attendance reports and general profit percentages.
Background
We're developing a system to analyze the profitability of customers, employees, and activities in the company.
It generates reports based on employee hours and activities for each customer, giving insights into the most profitable customers, productive employees, and revenue-generating activities. This helps the company make data-driven decisions to improve profitability.
Research
Market analysis
Examples of existing systems currently on the market.
User research
Research shows that company managers who work for multiple clients analyze the client's profitability by using Excel sheets or outdated systems with poor user interface or costly brand new systems that are over-complicated and confusing with unnecessary tools.
%201.png){kind=small}
30 studies completed by different company owners
%201.png)
10 interviews with people involved in the field
"
There is a need for convenient platform for customer profitability analysis.
The Goals
-
The system offers profitability analysis in a efficient and intuitive manner for company managers.
-
The workers will be able to report the time invested in each customer through the same system.
-
The system is focused on displaying profitability analysis with no distractions!
Colors & Typography
Final Designs
Entering hours
1. You can upload an Excel file and the system will automatically load the hours
2. The possibility of deletion and editing will be given only after clicking on 3 points, to avoid overloading the table.
3. Adding a new activity line
Previous reports
Option to search for previous reports according to specific parameters,
In order to avoid overloading the screen, there is an option for an extended search by pressing the button.
Locating a customer
2. Option to add a new customer
1. A general profitability analysis bar of customers in Sanion by years
Customer card
1. Clicking on a certain lines will open the customer's details on the right side
2. Clicking on an employee's name will open an employee profile screen.
Employee details
The employee's details.
Edit option for admin only.
Employee details
On the screen there is an option to view profitability analyzes in a graph display according to employees or customers divided into two different tabs
.jpg)
