Proposal for the Customer Dashboard in overview page of Myaccount section.

In This Proposal Clients needs to show the some of customer details in overview page and goal for the customer reach a specific tier. those all details are showing in the graph format.

Proposal Summary 

This proposal covers the scope adding a dashboard in Overview page of my Account Selection and show the details of the Quarterly Activation and Quarterly 1xR details that are stored in the respective customer record which is in NetSuite.     

Requirement  

  • When a customer logs in to the website and navigates to the overview section of my Account Page, the Tracfone Tier Goals section should show the respective customers Quarterly activations and Quarterly 1xR details in the dashboard.  
  • In the Quarterly Activations section, customers can see the number of activations that they have made, the number of activations left, and the level of quarterly activation. Previous tier, current tier, and tier goal  
  • In the Quarterly 1xR section, customers can see their quarterly 1xR rate and reduction of the quarterly 1xR rate, a graph of quarterly 1xR data, and tier details   

Deliverables 

  • We will create a new section for the dashboard and show the two separate sections for quarterly activations and quarterly 1xR.  
Customer Dashboard Overview
Customer Dashboard Quarterly Activation
  • We will show the number of activations and the remaining number of activations from the customer record in the LAST QUARTER ACTIVATION field.  
  • The graph will show according to the number of activations that customers made for a fixed 15 activations; if a customer made 0 activations, then it will be in the 0th position, and if the customer made all the activations, it will be in the 100th position.  
  • Tier details will be gotten from the customer record’s current tier field and shown below the graph.  
Customer Dashboard Overview
  • In the Quarterly 1xR section, we will get the Quarterly 1xR percentage from customer records LAST QUARTER 1 X RATE field and show the reduction 1xR details and the graph using the same value.  
  • The tier details will be gotten from the customer record’s current tier field and shown below the graph. 

Final Output 

Desktop View 

My account Overview Page in Desktop

Mobile View

My account Overview Page in Mobile

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