Contents

Overview

Problem

Context

Integration

Conclusion

Beyond Site Selection: Building the Deal Management Solution

Beyond Site Selection: Building the Deal Management Solution

role

Founding Designer

Founding Designer

Collaborated with

ML Engineers, CPO, CEO

ML Engineers, CPO, CEO

Project Summary

Working closely with key stakeholders, we realized that site evaluation was just the first domino in a much longer chain. I then designed a Deal Management dashboard that guides retail teams from initial analysis through to closing.

Working closely with key stakeholders, we realized that site evaluation was just the first domino in a much longer chain. I then designed a Deal Management dashboard that guides retail teams from initial analysis through to closing.

I helped transform a messy, email-driven workflow into a single, streamlined hub.

The result: teams can now track, advance, and revisit deals without ever losing context or momentum.

I helped transform a messy, email-driven workflow into a single, streamlined hub.

The result: teams can now track, advance, and revisit deals without ever losing context or momentum.

Fig: Final design I shipped

Fig: Final design I shipped

PROBLEM

The Fragile Link from Evaluation to Execution

Once a site was approved, retail real estate teams had no structured way to track deals. Everything lived in emails, spreadsheets, or in people’s heads.


This manual, fragmented workflow meant the valuable context gathered during site evaluation was being lost, creating a messy scavenger hunt just as a deal was about to close. The lack of a unified hub meant teams were losing momentum and risking critical details.

cONTEXT

What does 'approved' mean?

Site getting approved means, a specific location has checked off all the requirements of the business, has good predicted-returns etc. Then this site goes through a lot of stages: Analysis, Letter Of Intent, Committee Discussions, Negotiation, Closing (or Cancelled if something falls through).


Maintaining all these in the head… is menial.

INTEGRATION

Fitting This with the entire product

There were 2 cases Deal Management would be used in:

  • Keeping track of new deals

  • For old deals: acts as a searchable archive, letting teams quickly reference, review, and analyze past deals

Fig: For old deals, its easy to add them

Fig: For old deals, its easy to add them

Fig: For new deals, when they search for a site, they get an option to add to deals directly

Fig: For new deals, when they search for a site, they get an option to add to deals directly

Fig: Building this entire flow for GrowthFactor, literally taking it from 0 to 1, is the highlight of my life.

Fig: Building this entire flow for GrowthFactor, literally taking it from 0 to 1, is the highlight of my life.

CONCLUSION

Value This deal management delivered

While this dashboard was an additive feature, its impact was transformative. By creating a single, centralized hub, we eliminated the scattered, manual workflows that were a source of constant user frustration.


The dashboard's value isn't measured in a single metric, but in the seamless, cohesive experience it delivers.


It provides users with instant clarity and control over their lease portfolio, ultimately strengthening the core solution and setting a new standard for workflow efficiency.

Next Case Study:

Next Case Study:

See how I designed a tool by bringing machine learning–powered confidence to benchmark new sites and predict sales performance

See how I designed a tool by bringing machine learning–powered confidence to benchmark new sites and predict sales performance

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