Rewards Program Dashboard: Showing sales reps what they’ve earned and how far they are from their next goal.

Sales reps had to check several places and do the math themselves to see how close they were to a goal. After the Anixter acquisition, I led the redesign of a shared dashboard that put progress, supplier rewards, and program updates in one place.

Unified rewards dashboard with a scorecard at 76 percent of the first goal, a bonus point table and a news feed

Project Overview

Role: UX Manager · Lead Designer
Timeline: 1 month
Focus: I led the dashboard’s information hierarchy and interaction design, working with teams to align goal tracking, incentive rules, and terminology across both programs.
Deliverables: UX audit of both dashboards, user flows, wireframes, high-fidelity designs, progress and milestone components, and a measurement plan.

The Challenge

The legacy dashboards used different layouts, terminology, and incentive structures. Unifying them meant agreeing on how to represent performance while preserving the information sales reps needed in their daily work.

Problem

Progress was spread across the page

Sales reps had to piece together how they were doing.

Goal status required scanning multiple sections
Dense tables obscured supplier performance and comparisons
Reps had to cross-reference data and calculate remaining goals

The dashboard needed to show current achievement, what remained, and which incentives were available.

Approach

Bring goals and incentives into focus

Use a shared structure with visible progress.

Put goal status and remaining progress together
Show milestones and completion states visually
Group supplier goals, bonuses, and earned points
Use consistent labels and patterns across programs

Program updates and support resources stayed within the same dashboard.

Full rewards dashboard: scorecard, bonus point opportunities by manufacturer, news feed and support links

Explore the Interactive Prototype

Explore the dashboard’s goal tracking, supplier incentives, and program information.

View Axure Prototype

Design Strategy: Making Progress Easier to Read

The legacy dashboards had no behavioral analytics. I used the UX audit and input from the teams responsible for the programs to guide the redesign.

We reviewed how sales reps tracked progress and worked through the rules behind each program’s goals and rewards.

That work informed three design decisions:

Lead with goal status

Give the scorecard a clear hierarchy so current achievement and completion status have a consistent place.

Show the next milestone

Use progress indicators and tier states to show the relationship between current performance and the next goal.

Connect rewards to achievement

Use visual rewards to acknowledge milestones while keeping goals and incentive details central to the experience.

Dashboard detail with the Program History menu open and the bonus point table highlighted

Goal visibility at a glance

The scorecard brings completion status, milestone tiers, and total achievement into one view.

Supplier goals and rewards together

Each supplier view pairs progress indicators with purchase goals, bonus multipliers, and earned points.

Program information within reach

Updates, resources, and support links sit alongside performance information.

Aligning Two Programs Across Teams

For one dashboard to work for both programs, we had to agree on what counted toward a goal and how each reward tier worked. I worked through those decisions with leadership, Product, Engineering, Sales, and Analytics.

Together, we aligned:

Goal structures and tier definitions
Incentive logic and bonus calculations
Data mappings across reporting systems
Shared terminology across both programs

My role was to turn those shared definitions into consistent scorecards, supplier views, and progress components.

Sales reviewed how reps tracked performance in their daily work.
Product aligned priorities with the integration timeline.
Engineering brought the legacy program logic into the shared platform.
Analytics defined the measurement framework.

Impact and Outcomes

The redesign replaced two disconnected dashboards with one shared experience for the sales organization.

Standardized how goals, tiers, and incentive information appeared
Brought progress and achievement into a unified scorecard
Paired supplier performance with relevant reward details
Kept program updates and support resources within the dashboard

Analytics tracking was added to the new platform to support future evaluation of dashboard engagement and incentive activity.

Reflection

A shared dashboard starts with a shared understanding of the program.

Agreeing on goals, tier definitions, and terminology was as important as the visual design. Those decisions gave the dashboard a consistent structure across both programs.

With limited behavioral data, workflow reviews and stakeholder input helped ground the design. In future work, I would define the measurement plan early so the team can evaluate the experience after launch.