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RESUME
Dashboards.png

COMPANY

Matter Motor Works

SCOPE

An ecosystem of Matter's Internal Operations (I covered Sales Module in this case study)

TIMELINE

8 to 9 months

TEAM

2 Designers, 1 engineer, 1 QA and 1 Manager

Project Details

Sales operations at Matter generate large volumes of data across multiple touchpoints—lead intake, lead quality, ETBR (conversion reports), dealership performance, sales metrics, and customer feedback.

This data needs to be monitored and acted upon by multiple stakeholders across dealerships and OEM levels, each requiring different levels of visibility and control.

To enable efficient decision-making, a unified and role-based dashboard system was required to consolidate data across channels and present it in a structured, actionable format.

Lead Generation to Lead Analyses

D-SUITE
Gather data from Sales Module of D-suite

MATTER ORBIT DASHBOARD

Outputs it in the form of meaningful analytics, shown via dashboards

Problem Statement

DOCUMENTATION CHALLENGED

The requirement for extensive documentation poses a barrier for rural customers who often face difficulties in gathering and submitting paperwork.

LIMITED INFORMATION

Many eligible customers lack access to comprehensive information about RPL, hindering their awareness and understanding of the loan offering.

ACCESSIBILITY CONCERNS

Rural customers often struggle to physically visit BFL branches, limiting their access to loan application assistance and creating a need for a more accessible solution.

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The Beginning : Design Process

Business Goals - Marketing & Sales

MARKETING GOALS

​

1. Analyse lead/customer demographic data

2. Region/location from which most of the enquiries are being generated.

3. Source of enquiry generation

SALES GOALS

​

1. Lead drop-off point and reason

2. Dealership wise retail conversion rate

3. Test Ride conversion

4. Target completion analyses

5. Reviewing pending or over-due activities

Stakeholder Ecosystem

​Three unknowns, one launch. We were building a greenfield tool, no prior version to iterate on, no existing patterns to inherit. The users using it were selling a product (an EV) that most customers had never owned, using a tool they'd never used before, in a category where trust is the entire conversion mechanism. That's 3 simultaneous unknowns: the product (D-Suite), the category (EV) and the user's confidence. Most greenfield builds deal with one. We dealt with all 3 in parallel.

D-suite is the internal enterprise product suite which covers a Sales Module for lead management with features like lead scoring, nudge-based actions, a colour-coded urgency system, and an activity timeline, a Service module (used at EV service outlets) and a Provisioning Module to enable cloud services.

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Wireframes : Built with Intention

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EG Performance metrics.png

Decisions

​Three unknowns, one launch. We were building a greenfield tool, no prior version to iterate on, no existing patterns to inherit. The users using it were selling a product (an EV) that most customers had never owned, using a tool they'd never used before, in a category where trust is the entire conversion mechanism. That's 3 simultaneous unknowns: the product (D-Suite), the category (EV) and the user's confidence. Most greenfield builds deal with one. We dealt with all 3 in parallel.

D-suite is the internal enterprise product suite which covers a Sales Module for lead management with features like lead scoring, nudge-based actions, a colour-coded urgency system, and an activity timeline, a Service module (used at EV service outlets) and a Provisioning Module to enable cloud services.

Outcome

Three unknowns, one launch. We were building a greenfield tool, no prior version to iterate on, no existing patterns to inherit. The users using it were selling a product (an EV) that most customers had never owned, using a 

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F2393F8C-53D5-4E45-8BD2-E4632FB8D751.gif
Small Size.png

Three unknowns, one launch. We were building a greenfield tool, no prior version to iterate on, no existing patterns to inherit. The users using it were selling a product (an EV) that most customers had never owned, using a 

F2393F8C-53D5-4E45-8BD2-E4632FB8D751.gif
Frame 2147239527.png
Component 392.png

Three unknowns, one launch. We were building a greenfield tool, no prior version to iterate on, no existing patterns to inherit. The users using it were selling a product (an EV) that most customers had never owned, using a 

Frame 2147239527.png
IOPzIM3GnQvhWyjpsdq5CI5C9FA.gif

What I Learned as a Designer

In the end : When I finally look back

Designing Sales Module for D-Suite product has been both a professional leap and a personal milestone: teaching me to think system-wise, empathize ruthlessly, and collaborate fearlessly.
  • Designing for scale before reality — Building complex, multivariate loyalty rules from the start taught me how to manage exponential complexity while keeping the interface intuitive.

  • Collaboration as creation — Working with product, leadership, and engineering wasn’t just communication—it became co-creation.

  • Empathy in execution — Realizing Dyson’s need for custom-styled customer portals reminded me that design extends beyond UX patterns to emotional brand alignment.

Let's Work
Together

jayashreedhamija.com
jayashree676@gmail.com
Bangalore.

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