Sergio Hurtado

01 Projects

Murex

Sales Cockpit

2019–2025 · Financial markets · Desktop application

A single solution covering the full working day of a sales desk, with game mechanics added to sustain engagement.

User needs and tasks

In workshops with the business stakeholders I identified the three scenarios of a typical day that the cockpit had to cover.

  • tracking your own performance indicators;
  • reaching a condensed, actionable to-do list;
  • zooming quickly onto one specific client.

Information hierarchy

Covering every need of a sales desk in one solution was a colossal challenge. The hierarchy follows what a salesperson needs from the first minute of the day: performance first, then the action list, then client-level detail. Gamification turns the indicators into an engagement driver.

Dashboard — today's view: monthly revenue, target attainment, open clients and alerts.

A colossal challenge: covering every need of a sales desk in a single solution.

Performance in detail, scenario by scenario

RFQ & Orders — hit and reject rates, top negotiations, response time per client.
Revenue growth — trend against target, best products and best counterparties.
Trades — cumulative volume over time, split by product type and by instrument.