Setting up the Context

A web-based dashboard for brands to manage Saarthi (In-Store workers) led sales missions, analyze performance, optimize store-level engagement, and track incentives. The dashboard will provide a seamless experience for tracking missions, managing funds, and gaining insights into sales impact.

Role & Responsibilities: UX Research, Visual Design and Data Visualization

Timeline: 8–12 weeks

Tools: Figma, Notion & Miro

Platform: Web Dashboard (B2B)

Understanding the problem

Brands struggled to manage and track Saarthi-led sales activities due to manual reporting, limited transparency, and delayed insights. Most performance data came through calls, messages, or spreadsheets, making it hard to get a clear picture of what was actually happening on the ground.

Key Pain Points:

• Difficult to track sales or progress of brand inventory
• No single dashboard to view sales performance
• Heavy dependence on field teams for updates
• Limited insights leading to weak or delayed decisions

Platform Users

• Brand Managers
• Sales / Marketing Head

Why Vault?

Brands working with Baylink execute multiple Saarthi-led on-ground sales activities across thousands of stores. While these operations generate large volumes of tertiary sales, inventory, and execution data, brands previously had no structured way to view, connect, or act on this information.

The gap existed in three key areas: