SetSail - Revenue Intelligence Platform
2 min readportfolio
product-design
user-experience
b2b-saas
Led product design for SetSail's revenue intelligence platform, helping sales teams optimize performance through AI-powered insights.
SetSail - Revenue Intelligence Platform
Role
Lead Product Designer
Timeline
2022-2023
The Challenge
Sales teams struggle to understand which activities actually drive revenue. Traditional CRMs capture data but don't reveal patterns or provide actionable insights.
SetSail needed to transform complex sales data into clear, actionable intelligence that would help teams win more deals.
The Solution
I led the design of SetSail's revenue intelligence platform, focusing on:
- Intuitive Data Visualization - Transformed complex sales metrics into clear, scannable dashboards
- Actionable Insights - AI-powered recommendations presented at the right time in the workflow
- Team Collaboration - Features that connected individual performance to team goals
Key Features
- Activity Intelligence Dashboard - Real-time view of which activities correlate with closed deals
- Deal Health Scoring - Predictive analytics to identify at-risk opportunities
- Coaching Workflows - Tools for managers to provide targeted guidance based on data
Results
- 40% increase in platform engagement
- Positive user feedback from sales teams on clarity and usefulness
- Reduced time-to-insight from days to minutes
Design Philosophy in Action
This project embodied Transparent by Design—making AI recommendations explainable and User Control—letting teams customize what they track and how they view it.