Professional interface designs for Circle Unified System Platform sales process features from Sprint 2 Meeting (2025-08-13)
Sprint 3 - UI/UX Design Phase • Sales Process Management Module
Refactor sales stages to use status tracking within each stage bucket
Track opportunities with status indicators (Active, Forecasted, Inactive) within each sales stage for better pipeline management.
Rep-level confidence percentages for each opportunity with historical accuracy tracking
Interactive confidence sliders, accuracy analytics, and performance metrics for more reliable forecasting.
Separate forecast views for reps, managers, and system-generated forecasts
Compare rep forecasts vs manager adjustments vs AI predictions with variance analysis and scenario planning.
Historical tracking and trending of forecast accuracy per sales representative
Performance scorecards, accuracy trends, and detailed analytics to improve forecasting discipline.
Automatic reduction in forecast reliability for opportunities over 90 days old
Timeline view of aging opportunities with automatic reliability scoring and configurable degradation rules.
System analysis of non-forecasted opportunities as backup plans
Backup scoring algorithm, scenario planning, and promotion workflow for risk mitigation.
Mandatory reason entry when opportunities are marked as lost for analysis
Loss reason categorization, impact analysis, and trend reporting to improve win rates.
System enforcement of realistic close dates with accuracy tracking
Violation detection, enforcement rules, and date correction workflow to improve forecast reliability.
Manager capability to mark opportunities as viable or non-viable for forecasting
Override queue, viability assessment, and decision tracking with accuracy monitoring.
Systematic tracking of next steps and follow-up dates across all sales stages
Calendar integration, overdue alerts, and completion analytics to maintain sales momentum.
All designs follow Circle USP's established design system with consistent color schemes, typography, and component patterns for seamless integration.
Interfaces are designed to work across desktop, tablet, and mobile devices with appropriate breakpoints and touch-friendly interactions.
All components are designed with real-time data updates in mind, including WebSocket connections and API integration points.
Interactive elements include hover states, loading indicators, and clear feedback mechanisms to guide user actions effectively.
Designs consider large datasets with pagination, virtual scrolling, and efficient rendering for optimal performance.
All interfaces include proper ARIA labels, keyboard navigation, and color contrast compliance for accessibility standards.