Team Performance Central
At Centrical, I had the opportunity to redesign the workflow for team leaders and managers of managers by introducing an actionable performance table that displays all employees and KPIs in one place, enabling easy comparison and actions. This new flow increased KPI tracking, boosted action-taking, and improved employee performance.
Timeline
March 2024 - Feb 2025
Responsibilities
End-to-end design, UX/UI, Research, Vision, Ideation, prototyping
Tags
Desktop, B2B2C, User flow
01
Previous flow and design
So far, team leaders could access KPIs and user statuses by selecting “My Performance” from the side menu or by clicking on a specific KPI from the homepage. Upon selecting a KPI, they were directed to a dedicated page displaying that KPI (and any related ones), along with a list of relevant users. This page showed each user’s status and trend data, and offered to take actions such as initiating coaching, giving kudos, assigning missions, awarding badges, or sending evaluations.
Selecting "Team performance" in the menu opens the full KPIs list
Selecting a certain KPI opens its dedicated page and displays the associated users list
We received a lot of feedbacks from team leaders indicating that the current experience makes it difficult to track employee statuses, compare different KPIs, and take actions. The main issue is the need to constantly switch between pages to access each KPI individually. This flow prevents them from getting a comprehensive overview or acting efficiently - they essentially have to “dig deep” to find the insights they need.
In addition, we aimed to expand the experience to managers of managers, who need a clear, high-level overview.
02
The problem
03
Users interviews
To better understand their pain points and needs, we conducted interviews with 4 team leaders. We explored their daily workflows, the platforms they currently use to track employee KPIs, and how they handle situations where employees need support or deserve recognition. This approach helped us understand their expectations and struggles, and allowed us to craft a user-centered solution.
04
Persona
05
Save time by accessing employee's performance in one place​​
Goals
01
02
Improve employee engagement within the platform.​​​​​​​​​
03
​Identify gaps or top performers quickly and take relevant actions (Coaching / mission / evaluation / kudos / badge)​​
04
Show that the new center helps improve employees' performance​
06
Conclutions
The solution must be actionable, enabling team leaders to quickly respond to performance insights.
The center must be actionable
The solution should support team leaders' and managers of managers personal preferences so it aligns with their individual priorities.
The solution must enable personalization
Team leaders need to track dozens of KPIs across many employees, so we must provide a centralized solution that prevents constant back-and-forth - one place where they can view all the information they need.
Managers need a centralized solution
07
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Team performance central - An actionable table for team leaders and higher managers, where they can track all of their employees and KPIs, take actions to motivate them and help them get better, compare, mark highlights, filter, sort, save personal views and more, and all from a single table.
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Remove the upper navigation bar to have more space, and move the game selection and gamification to the left menu, to make the navigation experience more simple.
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Responsiveness - The content is all over the screen.
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UI refresh - Theme color in the background, round corners, bright and clean header, using only three main colors.
The new flow and design
Selecting a certain KPI / "Performance" in the menu opens the table that shows all the agents and KPIs at once
Subgroups of KPIs
In Centrical’s platform, it’s possible to define main KPIs along with 1st level of related KPIs and 2nd level of related KPIs. To effectively display all KPI hierarchies within the Team Performance Central table, I implemented an hierarchical grouping structure, which includes putting each group of KPIs in a frame with its title and collapse / expand button.
This allows KPIs to be organized under Main, First-Level Related, and Second-Level Related categories, with the ability to expand or collapse each group.
Filters that narrow content
Filters that reduce table content by KPIs, users, and time periods, with search functionality, to enable more focused and manageable data exploration.
Visually key performance indicators based on conditions like meeting target, missing target, insights and recent actions (e.g., Coaching, Evaluation and missions), helping team leaders spot what needs attention or recognition.
Highlights filter
Actionable user quick view & team quick view
On click, team leaders can see an actionable quick view of a user, that includes KPI status, trend, related missions, recent actions, and instantly take actions such as Coaching, give Kudos, award badge, evaluate or assign Missions.
Also, on click team leaders can see an actionable quick view of their whole team, displaying the team's average KPI status, performance trends, and the ability to drill down into individual users' quick views - including taking actions, just like the user quick view.
This is one of the key features of Team Performance Central, as it effectively "closes the loop" and enabling team leaders to manage everything directly from the table. As a result, there is no longer a need to navigate to a specific KPI page (which we removed).
Sorting
Sort KPI data by performance, with color-coded cells based on KPIs ranges, so you can instantly see who is succeeding, who is close, and who needs attention.
Managers of managers
After 1 year the team performance central launched, we decided also to allow managers of managers to use it, and for them we did a lot of improvements. We improved the navigation menu by removing the upper bar and allow more space, made the table responsive, allow to view flat list of users, only managers or all teams, and more.
My views
Allows team leaders to create personalized views focused on specific KPIs and team members. Each view includes customization of filters, sorting and KPI display.
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Adding new views helps team leaders stay focused, organized and efficient, save mental energy and time by avoiding manual filtering every time they work in the Team Performance Central.​
08
User's quotes
Before the new table, I had to jump between so many pages just to understand how my team was doing. Now I can get a full picture at once, it saves me so much time".
"
The ability to create my own views has been a game changer. I can focus on the KPIs and people that matter most without re-filtering everything every time".
"
Customer service agent
Team leader at sales company
"
The highlights filter makes it so easy to understand my team's status at a glance. Seeing who who need support in one view is very useful".
Site manager (Manager of managers)
09
Success criteria
Increase in KPI visibility & interaction
Verify increase interaction with employee KPIs, including greater use of sorting, filtering, highlights, and creating views to explore performance data more efficiently.
Increase in actions taken
Measure growth in actions initiated directly from the table, such as coaching, assigning missions, sending evaluations, awarding badges, or giving kudos.
Higher Usage of Quick Views
Evaluate the adoption and usage frequency of actionable quick views and compare it to the previous workflow to confirm that the new experience improves efficiency.
Improved Engagement & Return Visits
Verify increased engagement through more frequent logins, repeated weekly use of the table, and higher overall interaction with performance insights across the platform.
10
Team Performance Central impact
32%
increase in overall checking users' KPIs + extensive use of the filters, sorting and KPIs display.
27%
increase in viewing the actionable quick view comparing to the previous drill down page.
18%
increase in actions taken, such as Coaching, assigning missions and Evaluations.
11
What's next?
Moving forward, I would focus on:
01
AI-generated suggested views - Introduce AI-powered recommended views in "My views" menu, offering managers pre-built perspectives based on their team’s trends, priorities, and recent activity.
02
Actions recommendations & bulk actions - Provide smart suggestions for the most relevant actions to take for each user (coaching, missions, kudos, etc.). Also, enable bulk actions to streamline support for larger teams.
03
KPI risk alerts & automated follow-ups - AI-driven alerts notify managers when a KPI is likely to fall below a critical threshold, and automatically trigger follow-up reminders for actions like coaching, missions, or evaluations.
04
Collaboration features - Add notes, tagging and the option to share views so managers can collaborate on performance insights.
12
Prototype
Try for yourself Team Performance Central prototype or watch the video that shows its capabilities.