Field Operations Managers each manage roughly a dozen dealers. Walking into a meeting, they needed to know where a dealer was outperforming or slipping — fast. The existing answer was chasing numbers across multiple Tableau workbooks that didn't match each other.
"It's too many reports with too much information, and none of it seems to match the other reports."— A former FOM now at Nissan HQ
"I would love something that didn't just report the news, but actually helped them understand how to have a conversation about how to improve at a dealer." — A former FOM now at Nissan HQ
Forty-three candidate metrics came out of stakeholder sessions. Thirty were available without new engineering — that split became the MVP line. Within the 30, an IA exercise clustered them into groups a FOM would actually navigate by: Dealer Overview, Service Retention, Parts & Accessories, Operational Efficiency — and later, Marketing, added after FOMs asked for it.
A director's stock-ticker chart became the paradigm — a treemap heat map where each tile is a dealer, sized by revenue and colored red-to-green against benchmark. A click opens a scorecard benchmarked four ways at once: Retailer, Region, District, National. I added a Smart Insights banner to surface the one anomaly worth discussing, but scoped it deliberately narrow. Data engineering flagged that the incoming data was not reliable enough to model predictively yet, and shipping a prediction on top of shaky data would have recreated the exact problem FOMs were already living with — numbers that did not match across reports. I held predictive scoring back until the modeling earned that trust.
The engagement closed with a research-validated design, IA, and roadmap: thirty metrics live now, thirteen more roadmapped, and predictive insights intentionally withheld until data engineering could vouch for the inputs feeding them. After the engagement ended, I rebuilt it as a working AI-assisted React prototype, directing Claude the way I'd direct a developer — design decisions mine, implementation AI-augmented.
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