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Quicky Forecast

Helping companies get a quick and simple overview of sales activities

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Buiding a lightweight sales dashboard

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A simple sales data dashboard, easy to use and understand

Image of the Quicky Forecast site

Who is Quicky Forecast?

Quicky Forecast came to thoughtbot with a lot of experience in sales.

Having dealt with numerous frustrations around bad sales getting in the way of simple forecasting, their idea was to build a sales forecasting tool that would improve efficiency, user experience, clarity and work flow.

Many forecasting tools focus on measurement rather than progress and quality, making it hard for users to get a true overview of opportunities. Customer relationship management (CRM) tools are overpriced and unnecessarily complex. In a worst case scenario, they give salespeople the means to disguise their actual progress.

Quicky Forecast removes this illusion of activity, by offering a UI that promotes simplicity and transparency. In just a glance, the entire team can understand the sales forecast situation, see what's closed, what's forecasted, and when. Rather than just generating sales forecasts weekly or monthly, Quicky Forecast is always available and ready.

Image from the Quicky design sprint

Convention and simplicity

thoughtbot built a lightweight tool, carefully prioritizing inter-related features and providing auxiliary benefits.

The primarily focus was on streamlining the critical path, designing a rich interactive interface for different ways of viewing data, and making sure the chart really provided the right information.

At the heart of the app, the featured five-quarter rolling forecast chart is always up to date, letting users quickly know the team's progress.

The app was launched and through usage studies and user feedback both thoughtbot and Quicky Forecast now have the context to determine which additional features are most critical to long-term success.

User interface elements from the Quick site

What does success look like for your project?