Thrive.co
From chaos to clarity empowering you to priorities act & convert every lead into success.
Thrive is a dynamic task and project management platform that empowers you to take full control of every detail of your work.
It steers you toward smart decision-making, ensuring you invest your time where it truly counts.
Platform: Web App
Services
Visual design and UI concepting
Tools
Figma
Value
Modernized Brand Perception, Improved Engagement
Timeline
2 Days
Hey there!
Hey there! Faced with a big challenge, sales agents at Policybazaar are drowning in endless lists of leads, making it tough to spot which ones need urgent action or hold the most value. That’s where this project began. I set out to design a smart dashboard that goes far beyond just displaying static information. The goal? Equip sales agents with an intelligent, intuitive interface that guides them to instantly identify, prioritize, and act on high-value, time-sensitive leads. By turning scattered data into clear, actionable insights, this dashboard aims to boost productivity and help agents make smarter, faster decisions where it counts most.
Problem Statement:
Sales agents at Policybazaar need a smart dashboard that goes beyond a static lead list, effectively guiding them to quickly identify and prioritize high-value, time-sensitive leads for optimal decision-making and improved lead conversion.
HMWs
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How might we help sales agents easily identify and prioritise high-value or urgent Leads
How might we simplify lead management with quick actions and smart reminder?
How might we provide insights that guide agents towards better decision-making?
Throwing Every Crazy Idea on the Table !!
A deep dive into a sales agent’s daily workflow.
Since I never experienced this job firsthand, I had to research and map out every touchpoint, especially the pain points, to really get how they work. Since I didn’t get to talk to a real sales agent, this step was super important before jumping into designing solutions.
User Profile
Why Efficiency Matters in the Dashboard
It's important to set some assumptions to avoid unnecessary complexities and keep the process focused on solving the right problems efficiently.
Rahul has WiFi and a working device to access the dashboard.
He has a basic understanding of the dashboard’s functionality.
The dashboard is already customised to his workflow, he’s not a first-time user.
He follows a structured sales pipeline (contacting, negotiating, closing).
AI assistance analyzes call conversations and tags lead status based on keywords.
Sales agents can manually change the tags or opt out of AI tagging.
Sketching different Features & ideas for clarity
Color Palette
Color Palette
Thrive.co streamlines decision making by analysing calls, identifying key opportunities, and surfacing urgent tasks. With smart recommendations and automated updates, users can prioritise efficiently and take action with confidence.
Easily sort tasks by urgency: P1, P2, P3. Drag and drop cards to change priority in real-time based on how the call went. Stay in control of your workflow effortlessly.
We introduced AI Insights to help agents make faster, smarter decisions. Instead of manually sorting through leads, AI highlights the top 3 recommendations for the day, so you know exactly where to focus first.
No more endless scrolling, just action-ready insights.
Your workflow, your way.
Each agent can customise their dashboard to match their needs, whether it's pending callbacks, high-conversion leads, or hot leads. Prioritise what matters most without drowning in data.
Stay on top of critical leads with real-time alerts. Sales agents juggle multiple tasks, and missing a lead can mean losing a big opportunity.
Quick notifications ensure you take action before it’s too late!
Urgent Lead Alert
One urgent call is pending! View client details and get ready to take action
Jump To Call
AI Insights Break
No urgent calls for now! Want a quick glance at AI-recommended leads?
Check AI Insights
Check AI Insights
Strategy Timeout
No pressing tasks right now, Take a moment to analyse trends or prep for your next call.
Analyse Trends
Analyse Trends
One of the biggest challenges I faced was understanding the daily workflow of a sales agent. Since I wasn’t well-versed in how they manage leads, I had to spend time figuring out their process, whether they get leads themselves or from multiple sources.
To design an effective dashboard, I had to step into their shoes, make informed assumptions, and focus on key features rather than designing the entire flow.
My goal wasn’t just to list leads but to create a system that actually helps them save time and take action where it matters.
Project @Work
Designathon
Personal
Personal
Project @ Work