Portfolio

Context

The previous sales activity dashboard on the Frequence platform was outdated and difficult to use. I redesigned the dashboard to align with our current design system and to include features that better support our users' needs.

User Research

A key part of ensuring the new dashboard included genuinely useful widgets was speaking with people who use our platform daily. A research session with a customer success manager confirmed that the sales activity dashboard was rarely used due to its clunky design and outdated UI. They expressed a need for the data to be presented in a way that was less text-heavy.

Based on this research session, the team decided to incorporate more graphs and visuals to better convey the data on the page. I used pre-existing graphs from our design system to ensure consistency with the rest of the platform. I also removed superfluous widgets that the customer success manager indicated were not useful to users.

Pain Points

The main pain points we established were:

Outdated, clunky UI makes information hard to find
The data is too text heavy - looses the attention of the user too quickly

Design Process

The initial bulk of the work involved removing sections that were no longer useful. After that, I updated the remaining content to align with the platform's design system. Once the initial redesign was complete, our team met with another customer success manager to gather feedback. The response was positive, but they expressed a need for a notification center where users could check important updates on the dashboard. This introduced a new pain point that we needed to address.

I then returned to the wireframes and added a new notification center for users. I also increased the size of the headers and text to improve legibility on such a content-dense page. The final component the team decided to add was a benchmark comparison feature, which allows users to set sales goals for the company, individual salespeople, and more.

Conclusion

The final version was well received by our users, and the page saw a significant increase in traffic compared to the previous design. Updates are still being made to the dashboard, as the team is continually working to improve it for our users.

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