Track and Boost Your Sales: A Personalized Dashboard for Monitoring Performance and Earnings for SumUp resellers.
Context
SumUp is a global financial technology company specializing in payment solutions for small and medium-sized businesses. Since its founding in 2012, SumUp has expanded to over 30 countries, leveraging a network of resellers to increase its reach and sales capabilities. By partnering with resellers, SumUp ensures its card readers and mobile apps are accessible to a wider audience, empowering business owners with secure and affordable transaction tools. This reseller model strengthens SumUp's position in the FinTech industry, supporting entrepreneurs with innovative, technology-driven solutions.
My role
UX Research
Product Design
SumUp works with Resellers to offer the card readers, they have access to the Partner Portal, where they can manage their sales and visualize relevant information, so we expected.
28% of the CX tickets was related to request information not available in the portal, the internal team have to create PDFs and send manually every week to fullfil the resellers needs.
A place to review the sales performance and keep track of goals. The most relevant numbers in a quick glance.
Besides solving the reseller problems, we removed the manual work from the internal team to provide PDFs with outstanding feedbacks.
