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Case Study · Coca-Cola · 2018

"How are we doing?" can mean forty different things

Volume Performance is the global sales volume report Coca-Cola executives review, built in Power BI. It was four pages of dense tables with no starting point. I designed a front door and a set of rules so executives could read it at a glance.

Client
Coca-Cola
Role
UX lead at Slalom. Information design and the report's front door.
Work
Research, Design, Front-end development
front door

Executive summary on top, detailed analysis below.

01 · The Problem

An executive asking how sales are going could mean global or one region, volume or growth, this quarter or the year.

  • The numbers only meant something next to their change. 18.6 billion cases means nothing without +4.1%.
  • Sparkling is two-thirds of everything. Energy is tiny, and it was the only line going down.
  • The report had five tabs and no clear first page.
  • Someone had to decide what an executive sees first.
02 · A front door with two depths

A front door with two depths

Three subjects, two levels. Key brands, unit cases, and revenue as an executive summary in Coca-Cola red, then the same three as detailed analysis in gray. The level you probably don't need looks quieter.

03 · Every number comes with its change

Every number comes with its change

The top row shows how big. The bottom row shows which way, against last year. Gray charts slice by region, because a region isn't something you drink. Colored charts slice by product, with Sparkling in Coca-Cola red. Declines show at the same weight as gains.

portfolioGlobal volume by group and by cluster, with year-over-year change.
04 · You can see where you are

You can see where you are

Drill into a region and a tab row and filter chips appear. The active group is filled in and the breadcrumb shows the path, so you know what you're looking at without reading the title. "Ask a question" stays in the header as its own way in.

drill-downNorth America, with the group filled in and the cluster chips ready.
05 · What Made It Work
  • Each number shown with its change, every time.
  • Gray for regions, brand colors for products.
  • Declines shown as plainly as gains.
  • Drill-down state you can see at a glance.
  • A front door that picks the starting point for you.
06 · What Happened

The report went into Coca-Cola's executive reviews.

  • Executives got to the number they wanted in one or two clicks.
  • Fewer side requests for custom cuts of the same data.
  • The color and comparison rules carried into other Power BI reports.