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Surge

Product Designer · SurgeAI Sales Performance Assistant

Surge is an AI-powered sales performance assistant designed to help sales professionals understand their daily performance, identify areas for improvement, and receive personalised feedback.

Instead of simply showing sales numbers, Surge turns performance data into actionable insights and coaching.

Sales teams often have access to a lot of performance data, but data alone doesn't tell a salesperson what they should improve or how they can improve it.

Salespeople need a way to understand their performance without manually analysing calls, goals, and metrics every day.

Surge brings performance tracking, call analysis, AI feedback, goal tracking, and insights into one experience. The product helps users answer:

How did I perform?What went wrong?What can I improve?What should I focus on tomorrow?
OnboardingDashboardDaily GoalsCall AnalysisAI FeedbackReportsPerformance Improvement

A secondary loop allows users to compare performance through leaderboards and progress tracking.

  • AI-powered performance score
  • Call analysis
  • Personalised AI feedback
  • Daily goals
  • Sales performance dashboard
  • Reports & insights
  • Leaderboards
  • Profile & settings

The final interface turns complex performance data into a simple coaching experience, using scores, visual trends, actionable feedback, and clear next steps.