SetSail Opportunity Inspector

—product design—product strategy

SetSail is a sales analytics company that helps enterprises use first-party behavioral data to drive revenue. My first project at SetSail was taking the data model from their original sales gamification product to power a new deal inspection experience for managers.

Using both the raw activity and weighted signals in the existing data model, I designed a component that used the visual metaphor of waves to show inbound and outbound activity as well as key signals in deal timelines. I then designed interactions that made the visualization as the cornerstone of the experience, allowing sales managers to drill into particular activity and signals with ease.

The new experience extended SetSail’s offerings across a new persona and set the stage for a more holistic product platform experience.
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