Citi Markets
This is an internal strategic tool designed for Citi’s global Markets division, aiming to unify frag-mented pipeline data across various business lines into a single, role-specific dashboard.
Through extensive user research and stakeholder interviews, we identified the diverse needs of sales, product, and leadership users—from real-time deal tracking to high-level revenue forecasting.
The dashboard features modular, data-rich components including opportunity alerts, role-based analytics, and deal velocity breakdowns. By transforming raw data into actionable insights, the tool significantly improved sales team engagement, enabled better strategic alignment, and enhanced deal conversion visibility.
Check this Project →