RJJalosjos

in the Philippines

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All work

Sales activity scorecard

One short weekly form for sales reps, a review screen for their managers, and reminders so nobody has to chase.

For
A sales organization
My part
Designer and developer
Status
Completed
An illustration of how it works, not the client's real screen.

The problem

A sales team needed a consistent way to report their weekly activity, and their managers needed to actually review it. What they had was a mix of messages and spreadsheets: easy to skip, hard to compare, impossible to follow up on.

How it works, in 5 parts

  1. Log the week

    Reps fill in one short form with their activity for the week. The week is picked for them.

  2. Catch mistakes early

    Validation flags missing or odd entries before submitting, with plain feedback instead of an error code.

  3. Store it properly

    Each submission is a SharePoint record with the rep, their manager, Submitted Date and Week Of.

  4. Tell the manager

    The manager gets an email with a link straight to that record.

  5. Review and remind

    Managers review in their own screen, and reminders go to anyone who hasn't submitted yet.

What I built

A Power Apps app with two sides. Reps get a short weekly form that fills in what it can (who they are, who their manager is, which week it is) and checks their entries before they submit. Managers get a review screen and an email for each submission, with a link straight to the record. Reminders go out automatically to anyone who hasn’t submitted.

The hard parts

Making it quick for reps. If the form takes ten minutes, people stop filling it in. Every field had to earn its place, and defaults do most of the typing.

The fiddly bits of the platform. SharePoint Person columns, ComboBox defaults and Power Fx type handling all behave slightly differently than you’d expect. Getting “who is this rep’s manager” to work reliably took more care than the whole form layout.

What counts as a week. Submitted Date and Week Of aren’t the same thing. A report sent on Monday is usually about last week, and the logic had to know that.

What I learned

Good internal apps are designed for two people at once: the one filling it in and the one reading it. Make the first one’s job fast and the second one’s job clear.