The organization's Finance department was in need of a way to garner financial information regarding revenue reporting information for customer orders and products within the customer management system. Working within the structure of their current system, which was able to gather stats and revenues for product categories, the ability to gather stats and revenues for any chose customized selection of products was needed to enable the department to more efficiently gather information.

An easy to navigate filtering menu was proposed, allowing users to navigate time span along with any combination of products of their choosing to gather revenue metrics. An additional feature was proposed allowing users to pin or save items to one place, to alleviate having to manually record information or having to constantly navigate through long product lists.