Revenue Dashboard - Phase 1A Wireframes
Static HTML mockups for stakeholder review with the Project Lead (BI Manager) and the Primary Stakeholder (Revenue Accounting). These are visual wireframes, not a working Tableau workbook. They show layout, hierarchy, KPI rationale, and interaction model clearly enough to drive sign-off before the Phase 1B Tableau build begins.
Tabs
Click any card to open the wireframe.
Tab 01 · Tier 1
P0
Executive Summary
6-KPI scorecard (Revenue, TCV, ACV, # SFDC Accounts, # RCs, # Opps - last is
cut-line) + revenue trend hero + primary segmentation toggle (default Business Source).
Audience: FP&A leadership · Slide 21
Tab 02 · Tier 1
P1 · may cut
YoY Trend Analysis
Quarterly YoY hero (each quarter vs same quarter prior FY) + small multiples for
top 4 dimensions (Business Source default) + long-tail dropdown.
Audience: FP&A leadership · Slide 22
Tab 03 · Tier 2
P0
Granular Research & Export
Pivot filter rail with mandatory Period, live row-count meter (Excel limit warning),
Apply button, empty state until filters set, native Tableau export, bottom disclaimer.
Replaces the Qlik flat table.
Audience: Revenue Accounting (Primary Stakeholder) · Slide 23
Tab 04 · Tier 2
P1 · may cut
Account / Opp / RC Drill-Down
Account is the primary search field (rolled-up TCV/ACV across related Opps and RCs
for renewal-with-add-ons). Header card + waterfall + product breakdown + future
schedule. Lowest build polish in Phase 1.
Audience: Revenue Accounting (Primary Stakeholder) · Slide 24
Reference
Read Me
Measure definitions, data sources, refresh cadence, performance contracts,
design rationale (vs the rejected mock), and known gaps.
Audience: All users + future maintainers
Project docs
Open questions & assumptions
Every wireframe-relevant open question (OQ-1 through OQ-12) has a documented
assumption in ASSUMPTIONS.md. Read before stakeholder review.
See ASSUMPTIONS.md and README.md in this folder
How to review
For the Project Lead (req doc v1.1 round-trip)
- Validate that the v1.1 changes are reflected: Business Source default on Tab 1; Currency in Tab 2 small multiples; Owner / Territory Segment relegated to long-tail; Tab 3 row-count meter + disclaimer; Tab 4 Account-level entry.
- Confirm typography choice (OQ-12) so we can swap Arial for the ARR convention.
- Sanity-check brand compliance (logo placement, light theme, palette use).
For the Project Sponsor
- Confirm the build sequence: Tabs 1 and 3 first (P0), Tabs 2 and 4 second (P1, may cut).
- Greenlight the GDA segment-mapping conversation (OQ-13) so Owner / Territory Segment can be promoted before Phase 1B.
- Decide whether to surface VP Rev Rec / Rev Rec team use cases in Phase 1 (OQ-14) or punt to Phase 2.
For the Primary Stakeholder (next stakeholder review)
- Validate Tab 3 filter set + result columns (now with SFDC Account) against the Qlik workflow.
- Validate Tab 4 Account-level entry against the renewal-with-add-ons scenario.
- Decision: accept the 6-KPI strip on Tab 1, or cut to 5 (drop # Opps). Per-tile rationale is on the wireframe.
- Confirm Tab 3 mandatory pre-filters (Period only is the wireframe assumption; OQ-9).
What is mocked
- Every number on every tab is synthetic. Customer names are obviously fake (Acme Corp, Globex, etc.).
- Numbers reconcile across tabs - Q1 FY27 Revenue on Tab 1 ($785.4M) equals the Q1 FY27 column on Tab 2.
- The Docusign logo is an inline-SVG approximation and should be replaced with the official trademark asset before stakeholder review.
- Filters on Tabs 1 and 2 are visual; toggles (segmentation dimension, period grain, long-tail dimension) are wired up to switch the rendered chart with mock data.
- Tab 3 Apply / Reset / Demo Mode are wired up so reviewers can see the empty state and the populated state.
- Tab 4 has two sample RCs (RC-2087451, RC-2089332) selectable via the dropdown.