Home Concept · Prototype

SaaS Dashboard

An analytics workspace for account managers who need the answer in seconds. This is self-initiated concept work that shows how we approach the problem. It is not a client project.

TypeConcept project
SectorB2B software
ScopeStrategy, UX, interface design
GoalFaster answers, fewer support requests

Wireframe-level view of the main screen.

Challenge

Everything is on screen, so nothing stands out.

B2B dashboards tend to show everything at once, so the one number a user came for is hard to find.

Strategy

Three numbers first.

Lead with the three metrics tied to renewal, and move the rest one click away.

UX direction

A calm overview, with detail in place.

Filters keep their state and drill-downs open beside the chart, so the overview is never lost.

Interface & features

Four parts, each with one job.

01

Role-based overview

Each role lands on the numbers it is responsible for.

02

Saved views

Filters keep their state, so a question asked once doesn’t have to be rebuilt.

03

Inline drill-down

Detail opens beside the chart, without leaving the page.

04

Scheduled reports

The same view arrives by email for people who never log in.

Expected business outcome

Shorter time to insight, and fewer requests asking where to find a figure.

An intended outcome for a concept, not a measured result.

Next concept

AI Productivity App

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