REPOST DST Customer Data Dashboard Design Concepts Challenge

Welcome to REPOST DST Customer Dashboard Design Concepts Challenge! In this challenge we are looking for the topcoder community to help create a consolidated, dynamic view of a DST Systems customer's account data. The primary function of the view is to aggregate and organize data for a single customer, including data that spans across multiple Business Units and Product Lines. The view should offer navigation options to drill into the underlying Salesforce record(s) used to make up the summary. 

Round 1

Please submit your initial designs for checkpoint review, including the following screens:
- Account Summary Landing Page
- Org Chart

Round 2

Please submit your final designs after incorporating checkpoint feedback. All screens listed in requirements must be completed.

Challenge Description
DST Systems is a global provider of technology-based service solutions that enable clients to grow their business and provide exceptional customer experiences. They help them process, communicate and safeguard critical customer information. This challenge is about creating the look and feel, and the best user experience, for a read-only dashboard that aggregates and organize data for a single customer - including data that spans across multiple Business Units (the industry or industries with which a particular client is associated)and Product Lines (the highest level of product groupings). The view should offer navigation options to drill into the underlying Salesforce record(s) used to make up the summary.  

All pages should be designed with an executive user in mind. It is intended to provide the user "at a glance" information, that will quickly allow the user to see a summary of their account data, and navigate with ease through the different sections. Since this will be information-heavy, try to use visual cues wherever possible to simplify and visualize the information.

It should be incredibly intuitive and simple to use, and also visually pleasing, and visually designed in accordance with the DST Branding Guidelines.

Supporting Documents
1. Branding Guidelines (DST_BrandingGuidelines.zip)
2. DST Logo (DST_Logo.zip)
3. Sample Data format (Dashboard_Spec.pdf) 

Design Considerations
- Looking for a modern, intuitive user interface
- We need this product to be simple, smart, engaging. Focus on the design being a great user experience, think simple but effective solutions!
- Give importance to the overall layout and think on how a user would interact with the content on the page.
- For this challenge, we would like to see what each page/view looks like desktop-first, but should be responsive and adaptable to mobile in future

Design Size
- For Desktop: 1280px width x height as required

User Flow
As an executive/manager using this application, I should be able to:
- See basic account summary data
- View visual indicators of data
For eg. showing trends or when numbers are above or below a customizable threshold. Or to show an up arrow on revenue if it went up from the previous year.  Another example would be to allow the admin to set a $ threshold for each opportunity stage and then visually indicate when the threshold has been met.
- Navigate through different sections of the data, namely: Revenue, Opportunities, Assets, Executive Summary.
- Print sections of the data - including account summary, and the underlying records.
- See a visual hierarchy of my contacts

Required Screens :
01. Account Summary Landing Page
This would be the first page a logged in user would see. A section at the top of the page with the following data where users can find commonly referenced data for the account. Include a navigation that will allow for easily seeing different sections of the information, and also allow for the ability to print selected sections of any data.
- Account Name
- New indicator for Master Parent Account
        - If the account is at the top of a hierarchy(has children but no parents)

- Account Hierarchy:
- Ability to drill down to see the account Hierarchy
- Ability to filter all data on the screen using the Account Hierarchy
      - Option to include Master Parent and All Children (Select All..default setting)
      - Ability to select or deselect any account in the Hierarchy. The filter will control which accounts data is included in any rollup fields/charts on the expanded views.  

- Total Revenue Tier(custom account field)
- Client Since(custom account field)
- Account Owner
- Satmetrix Score(Custom account field)
- Link to Account Org Chart(to be built as part of this project)

See how best to integrate the following different views and sections of data - details of each section provided below- maybe as tabs, or however would make for the best UX: 
- Revenue: Revenue is associated with a Business Unit and Product Line
- Opportunities: Opportunities would be associated with a Business Unit (the corresponding products associate it with product families and product lines)
- Assets: Assets would be associated with a Business Unit (the corresponding product also associates it with a products line and product family)
- Executive Summary: Executive Summary would be a related list at the account level. Users would be able to choose a data type from a dropdown/pick list and only see relevant information

02. Revenue Screen/Tab:
Please see the Revenue section in attached Dashboard_Spec.pdf for the sample tabular info that needs to be displayed here (need not be in tabular form, please try to make the information as visual as possible!). Revenue would be associated with an Account, Business Unit and Product Line.
- Last 3 years of revenue grouped by Business Unit and Product Line
- Revenue would be the sum of revenue from all selected accounts in the hierarchy
- Total Sum of all Product Lines by Business Unit and Year
- Total Sum of All Business Units by Product Line and Year
- Only Business Units and Products lines with revenue values would be displayed

03. Opportunities Screen/Tab:
Please see the Opportunities section in attached Dashboard_Spec.pdf for the sample tabular info that needs to be displayed here (need not be in tabular form, please try to make the information as visual as possible!). Opportunities would be associated with a Business Unit (the corresponding products associate it with product families and product lines). The following fields:

- Closed Won: Sum of amount all Closed Won Ops by Business Unit and Product Line for all selected accounts in the hierarchy.

- Closed Lost: Sum of amount on all Closed Lost Ops by Business Unit and Product Line for all selected accounts in the hierarchy.

- Open Ops: Sum of amount on all Open Ops by Business Unit and Product Line for all selected account in the hierarchy.  

- Only Business Units and Products lines with opportunity values would be displayed

Requires the ability to drill down on the each sum and see the underlying opportunities.  

- Admins need the ability to adjust the following criteria to filter opportunities returned in each category:
      - Closed Date
���      - Stage

- Total Sum of all Product Lines by Business Unit and Stage
- Total Sum of All Business Units by Product Line and Stage

04. Assets:
Please see the Assets section in attached Dashboard_Spec.pdf for the sample tabular info that needs to be displayed here (need not be in tabular form, please try to make the information as visual as possible!). Assets would be associated with a Business Unit (the corresponding products associate it with product families and product lines). The following fields:
- Group Assets by Product Line and Business Unit
- Assets would be gathered from all selected accounts in the hierarchy
- Display a Count of Assets by Product Line and Business Unit: This could would be a link to the underlying Asset Records
- Only display Business Units and Products lines with that have Assets
- Totals

05. Executive Summary:
Please see the Executive Sumary section in attached Dashboard_Spec.pdf for the sample tabular info that needs to be displayed here (need not be in tabular form, please try to make the information as visual as possible!): This would be a related list at the account level.  Users would be able to choose a type from a pick list.

Data for each record:
- Type(pick list)
- SWOT(Large Text Field) == Strengths, Weaknesses, Opportunities, Threats
- Client Since(Year)
- Client History(Large Text Field)
- Revenue Tier(Pick list)

Display the SWOT from each record with the ability to drill down to the record detail.

06. Org Chart:
This will be a simple org chart that defines who reports to who, and then displays the contacts in a hierarchy view. See examples here and here.
- Ability to create a hierarchy for each account using their contacts
- Hierarchy should be visual with information about each contact

References
Below are some of the dashboard references, please DO NOT COPY, use it only as references to create your design :
- https://econsultancy.com/blog/62844-24-beautifully-designed-web-dashboards-that-data-geeks-will-love/
- http://thedesigninspiration.com/articles/25-innovative-dashboard-concepts-and-designs/

Target Audience
- Executive and Global Relationship Managers

Judging Criteria
- How well you plan the user experience and capture your ideas visually
- Cleanliness of your graphics and design
- Your design should possible to build and make sense as dashboard application

Submission & Source Files
Preview Image
Please create your preview image as one (1) 1024x1024px JPG or PNG file in RGB color mode at 72dpi and place a screenshot of your submission within it.

Submission File
Submit JPG/PNG for your submission files.

Source Files
All original source files of the submitted design. Files should be created in Adobe Photoshop and saved as layered PSD file, or Adobe Illustrator as a layered AI file.

Final Fixes
As part of the final fixes phase you may be asked to modify your graphics (sizes or colors) or modify overall colors. We may ask you to update your design or graphics based on checkpoint feedback.