PULSE by Penny App
Designing for Consultant Growth: Enhancing the Pulse by Penny Experience
Background
What is Pulse by Penny?
Pulse by Penny is the back‑office SaaS platform for Rodan + Fields Consultants. It is a platform that helps them manage customers, track business activity, monitor team growth, access training content, manage customer relationships, and stay on top of daily tasks.
I designed updates to the dashboard and different programs to make the experience clearer, more actionable, and easier to navigate.
Goal
While working on Pulse, I contributed to ongoing improvements across the dashboard UI, program modules, and user flows. My work supported the broader goals of improving usability, increasing engagement with key features, and aligning the product with modern design standards.
Building programs
The incentive programs typically revolve around motivating consultants to increase their sales, recruit others, and achieve specific performance goals. These programs can include:
Commission-Based Incentives: Consultants earn commissions on product sales and bonuses for team growth or sales volume.
Rewards for Recruiting: Rodan + Fields consultants are incentivized to recruit other consultants to join their network. Higher tiers unlock higher earning potentials.
Recognition Programs: Consultants can earn rewards or recognition based on achieving certain sales targets, leadership goals, or membership milestones.
Challenges & Competitions: Periodic incentive programs where consultants can win prizes based on sales achievements, such as luxury items, vacations, or exclusive training opportunities.
Overview Page
This is the central overview hub where users can immediately see the status of all their items.
Brilliance Program
The Brilliance program was designed to recognize and reward top-performing consultants for their sales achievements, leadership, and team-building efforts. The program operates on a quarterly basis, with consultants working to meet specific sales goals, recruitment targets, and business milestones over each quarter.
Design Phase: Exploring options
Most users browse this page on desktop so started off with designing for the common breakpoint.
Final Design
The exploration really helped shape this direction. It still gives access to all the other quarters, but puts the focus where it matters most: the current quarter and month-to-month progress. This design brings that forward more clearly, showing a simple breakdown of each month within the quarter. We also added room for encouraging copy to help keep users motivated as they move through their goals.
Rising Star Program
The Rising Star Program is another incentive initiative, specifically aimed at new consultants who are just starting their journey with the company. It’s designed to motivate and reward consultants who demonstrate early sales success and leadership potential, helping them build momentum as they grow their business.
