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Portfolio / Case Studies / PepsiCo Hotshot Dashboard

Hotshot Dashboard
Decision Hub

Transforming warehouse replenishment planning from a reactive spreadsheet workflow into a centralized decision-support platform that minimizes stockouts.

Client
PepsiCo Inc.
Role
Product Designer
Platform
Power BI Dashboard
Domain
Supply Chain Operations
Enterprise Replenishment Workspace
LIVE INVENTORY SYNC

Active Operational Guidance

Unifying executive-level visibility, detailed SKU diagnostics, and recommended hotshot ordering actions into a single operational workspace.

Proactive Decisions
SKU Diagnostics
Shortage Alerts

01 — Project Overview

From Reporting to
Replenishment Execution

Unlike traditional inventory dashboards that only report static stock levels, the PepsiCo Hotshot Dashboard actively guides warehouse planners toward actionable replenishment decisions.

Prior to this project, PepsiCo warehouse planners reconciled inventory data across multiple spreadsheets and disjointed ERP systems, leading to delayed ordering decisions and increased risk of out-of-stock events. The Hotshot Dashboard was designed to centralize inventory visibility and streamline the path from monitoring to replenishment execution.

"The product unifies executive-level visibility, detailed SKU diagnostics, and recommended hotshot ordering actions into a single operational workspace."

02 — Replenishment Workflow

The Operational
Decision Cycle

The platform supports the complete operational decision cycle by guiding users through a structured journey. By aligning the interface with the way supply chain professionals naturally solve problems, we transformed inventory management from a reactive process into a proactive decision-making workflow.

1. Monitor Health
Establish baseline daily inventory health at a glance.
2. Identify Risk
Flag impending inventory shortages across categories.
3. Analyze Shortages
Deep dive into specific SKU-level inventory deficits.
4. Recommend Replenishment
System calculates optimal required hotshot quantities.
5. Execute & Prevent
Submit Hotshot Orders to prevent out-of-stock events.

03 — Business Problem

The Cost of
Fragmented Data

Warehouse teams spent significant time manually consolidating data. Without a centralized tool, operations suffered from two critical failures:

Delayed Stock Detection
Stock shortages were often detected too late to prevent out-of-stock events on critical consumer brands.
Inconsistent Ordering
Ordering decisions varied widely between planners due to manual calculation methods and fragmented data sources.

04 — Product Vision

Accelerating the
Path to Action

Our primary goal was to design an interface that reduces the time between identifying a stock shortage and initiating replenishment. Rather than merely presenting data, the platform consolidates all replenishment activities into a single operational workspace that planners can use with confidence.

05 — Dark Mode Simulator

Interactive Power BI
Dashboard Mockup

Explore the live interactive recreation of the dashboard modules. I have completely restyled the original light-theme interface into the portfolio's premium dark mode. Swap modules using the navigation tabs inside the simulator frame.

Hotshot Replenishment Dashboard
Last Refresh: LIVE

06 — Responsibilities

Product Designer
Contributions

As the Product Designer, my end-to-end deliverables spanned the entire UX lifecycle:

Info Architecture
Wireframes
Design System
Dev Handoff

07 — User Personas

Primary Users

Warehouse Managers

Need a quick operational snapshot of daily inventory health to manage onsite teams effectively.

Replenishment Planners

Require SKU-level calculation transparency to make accurate, confident daily ordering decisions.

Supply Chain Managers

Monitor pipeline arrivals and historical fill rate impacts across multiple locations globally.

08 — Dashboard UX Strategy

Designing for Fast-Paced
Daily Workflows

Supply chain planners interact with inventory dashboards multiple times throughout the day. These interactions are typically fast-paced, repetitive, time-sensitive, and data-intensive. The interface was intentionally designed to minimize unnecessary clicks while ensuring that the most important operational signals remain immediately visible without scrolling.

09 — IA Hierarchy

Information Architecture

The product adopts a simple, task-oriented information architecture that minimizes navigation complexity and guides the user linearly:

Landing Gateway Exec Summary Need Sheet Recommendations Execute Orders

10 — Landing Screen Design

Landing Screen Hub

Instead of overwhelming users with data tables immediately upon login, the Landing screen serves as an operational gateway. It introduces the three core functional modules so users can navigate based on their current task (e.g., general monitoring vs. specific ordering) rather than searching through multiple disconnected reports.

11 — Executive Summary Module

Executive Summary

The Executive Summary acts as the command center for daily inventory monitoring. Its purpose is to answer a single operational question instantly: "How healthy is today's inventory?" before asking users to investigate further details.

12 — Need Sheet Module

Need Sheet Workspace

While the Executive Summary identifies operational risks, the Need Sheet explains the underlying inventory mechanics. For every product, planners can evaluate: Beginning Inventory, Source Net Inventory, DSD Orders, Fill Risk, DSD Net Inventory, Total Net Inventory, and the Required Hotshot Quantity.

13 — Recommendations Module

Hotshot Recommendations

Instead of showing every SKU, the Recommendations module filters the broader inventory dataset to surface only those SKUs that satisfy specific shortage criteria. Planners receive the required date, brand, material, and recommended quantity, culminating in a clear primary action: Submit Hotshot Orders.

14 — Visual Hierarchy Layers

Visual Hierarchy
& Scanning

To help planners understand inventory health within seconds, information is strictly organized into three distinct visual depth layers:

1. Primary Layer
Business-critical metrics (Total cases, SKUs in shortage) occupy the top section of the page for immediate visibility.
2. Secondary Layer
Inventory position metrics (Net inventory, Reserve stock) provide the underlying context behind the primary KPIs.
3. Tertiary Layer
Fill Rate Impact charts compare operational conditions before and after Hotshot replenishment is executed.

15 — Visualization Strategy

Data Visualization
Strategy

Instead of overwhelming users with numerous complex charts, the dashboard employs focused, high-density visualizations:

KPI Cards

Large numerical cards provide immediate visibility into critical metrics without requiring interpretation.

Distribution Charts

Proportional donut charts summarize overall inventory balance and shortage ratios at a single glance.

Inventory Tables

Strictly aligned numerical columns and controlled row spacing support rapid vertical scanning across large tables.

16 — Interaction UX Patterns

Interaction Design

Each interaction directly supports the replenishment workflow, removing friction from the decision process:

Persistent Filters
Filters (Date, SKU, Location) remain consistent across modules to preserve analytical context during navigation.
Export Functionality
Support for standard spreadsheet exports ensures seamless offline communication across logistics teams.
Primary Call to Action
The Submit button reinforces a clear Analyze → Validate → Execute progression at the end of the flow.

17 — Color Strategy UX

Semantic Color Strategy

Color is not used for decoration; it is used intentionally to reinforce operational meaning and state:

Red (Alerts)

Highlights shortages, high-risk inventory levels, and urgent replenishment needs requiring immediate action.

Blue (Information)

Represents healthy inventory, neutral navigation states, and stable, standard operational data.

Green (Success)

Communicates positive outcomes, safe stock levels, and successful replenishment impact projections.

18 — Accessibility & Usability

Usability Considerations

To reduce cognitive load during extended workdays, the interface incorporates strict high-contrast values, clear labeling of inventory metrics, appropriately sized interactive controls, and simplified, linear workflows that prevent users from getting lost in data.

19 — Reflections & Summary

Key Learnings

"This project reinforced the importance of designing enterprise dashboards as operational products rather than collections of visualizations. Supply chain planners rarely seek more raw data—they seek clarity on what specific action should be taken next."

Inventory Operations B2B Product Design Dashboard UX Workflow Optimization Information Architecture Data Visualization Enterprise Design Systems Usability Engineering
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