Dashboard redesign
A live, shipped redesign of the home dashboard for a B2B SaaS finance platform.
The dashboard gave users a dense wall of market data, but not enough guidance on what to do next. I initiated the redesign and co-led it, turning the dashboard into a decision-making launchpad: clearer hierarchy, faster access to core tools, and sharper signals about pricing movement.
The cost ran both ways: some users ignored the dashboard entirely, while others leaned on it so heavily they missed tools and updates elsewhere in the platform.
The full picture. The original dashboard in one scroll: every module competing for attention, no clear next step.
The goal wasn't to make the dashboard look cleaner. It was to make it more decisive: help users understand what changed, know where to go next, and reach the right tool quickly. The challenge was doing that across different user roles without removing the depth power users depended on.
We explored three directions and evaluated each against a practical bar: would it help users act faster without taking away the workflows they already trusted? The two-column direction was mine, separating what is happening from what to do next. The team's sticker voting backed it, and I took it furthest.
I led research with three daily pricing users. A small sample, but enough to confirm a pattern already showing up in analytics and stakeholder feedback: they had plenty of data, but not enough help interpreting it. That reframed the brief from “show more information” to “make it easier to act on.”
One principle drove every iteration: if a module didn’t help users interpret, decide, or act, it didn’t belong on the dashboard.
- Stat cards were removed because usage data showed they weren’t driving decisions.
- Hard-to-read charts were simplified or replaced with more contextual visuals.
- Full customization was deferred until the default experience was clear enough to build on.
What survived earned its place by answering a user question quickly: favorites for fast access, latest insights up top, and clear paths into deeper tools.
Tested, then cut. Customizable progress widgets sounded good, but usage data said users wanted answers, not assembly.
What shipped. The two-column insights feed: actionable insights on the left, peer positioning on the right.
The redesign gave the dashboard a clearer job: help users decide where to go and what to do next. After rollout, dashboard engagement increased by about 27%. A key destination the dashboard surfaces, the current-pricing page, also saw year-over-year views rise from 106 to 339, with users up 211%, even while overall platform traffic declined.