Anfisa Pocovi°

(06)Desktop

Vista Rev'Up

Vista Rev’Up helps Pernod Ricard’s commercial teams plan pricing and promotions. My work was to help people decide what to do with the data, not to show more of it.

Company
Pernod Ricard
Role
Digital Product Designer
Year
2021–2023
Type
Enterprise · Analytics · Internal Tool
Calendar Optimization showing promotion planning across retailers, brands, product rows and time, with Optimize and Forecast actions and KPI totals

01Overview

The product holds calendars, events, budgets and performance information in one place. Planning involves several connected pieces at once: what is already planned, what is changing, and what that change might do to performance.

35%
First-attempt mistakes on budgeting / file upload
20%
Sessions ended early
2.5/5
Input-panel usability rating

Research findings that framed the problem, not results.

02My role

Digital Product Designer

  • Flows for loading plans, editing scope and editing promotions
  • Hierarchy for calendars, events and KPIs
  • Iterating with 3+ rounds of usability testing
  • Using Archipelago components in the product

03The challenge

Each field and metric made sense on its own. Together they competed for attention. Knowing something was wrong wasn’t the same as knowing what to do, and the interface had to make the next decision available at the moment it was needed.

  1. 01Mistakes on the first attempt at budgeting and upload
  2. 02Sessions ending before the work was finished
  3. 03Commercial complexity that can’t be hidden

04Approach

4.1

From a file to a decision on the calendar

Rev’Up is where commercial teams plan pricing and promotions. A plan is uploaded, the product forecasts, and the calendar shows what is already planned. From there a person can narrow the scope, edit a promotion, compare the new scenario with the old one, and read the KPI change.

Around that path: a breakdown of KPIs by retailer, brand and product, a way to create a promotion and run a simulation, and a notification when an optimisation is ready to review. The screens use Archipelago components.

05Key flows

5.1

Loading a plan

A plan is uploaded through the file manager, and the product says clearly that it is loading and forecasting.

  1. 1Open the file manager
  2. 2Attach the file
  3. 3Loading and forecasting
File Manager for starting a new promotional plan or loading a saved planOpen full size
File manager
File Manager after a promotional plan file has been attached and is ready to continueOpen full size
File attached
File manager with a modal saying loading and forecasting is in progress, with a Cancel buttonOpen full size
Loading and forecasting

5.2

Editing the scope

Categories, banners and brands are removable chips in a modal, and the calendar updates to the remaining product lines.

  1. 1Open Edit scope
  2. 2Choose banners
  3. 3Narrow the scope
  4. 4See the calendar update
Edit scope modal with categories, banners and brands as removable chips and a From / To periodOpen full size
Edit scope
Banners dropdown with ON Retail and ON Grocery both selectedOpen full size
Choose banners
Calendar after the scope change, showing the remaining product linesOpen full size
Calendar updated

5.3

Editing a promotion

The new scenario is shown side by side with the initial promotion, with KPI changes and model confidence.

  1. 1Open promo details
  2. 2Edit the promo
  3. 3Compare the new scenario
  4. 4Calendar updated
Promotion details with initial parameters, period, prices, Pernod Ricard KPIs, ROI, contributive margin, volume uplift, promo spend, net sales and model confidenceOpen full size
Promo details
Edit promo comparing initial promotion and new promotion parameters with the resulting KPI forecastOpen full size
Edit promo
Initial and new promotion side by side, with KPI results showing the change against the initial promotion and model confidenceOpen full size
New scenario
Calendar after the promotion edit, with updated promotion valuesOpen full size
Calendar edited

5.4

KPIs and notifications

A KPI breakdown by retailer, brand and product sits one menu away, and a notification says when an optimisation is ready to review.

Create promotion modal: product, promotion mechanisms and dates, with Run simulation and an empty results areaOpen full size
Create promotion
KPIs breakdown table by retailer, brand and product, with retailer and brand filters and Export full reportOpen full size
KPIs breakdown
Home with Event simulation and Calendar optimization, and a toast saying optimization is available with a See calendar buttonOpen full size
Optimization ready
Notifications panel with success, warning, error and info notifications, one with Cancel and Validate actionsOpen full size
Notifications panel

06Design decisions

  • Actions next to the data

    Actions sit with the information they affect.

  • Levels of attention

    Some numbers are compared, some scanned, some only matter once a decision has started.

  • Side-by-side scenarios

    A change is always read against what was there before.

  • Visibility vs focus

    Versions balanced what is shown immediately and what sits behind an interaction.

07Outcome

The product kept its depth. What changed was the order in which that depth appears: context first, then the decision, then the detail needed to act. The tool supports expert judgment rather than replacing it.