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Justuno
2025
Re-designing a SaaS dashboard to amplify performance
Re-designing a SaaS dashboard to amplify performance
In the dense landscape of marketing automation tools, users should be able to easily digest key performance indicators, and how they can further utilize an app's feature set with minimal intervention from the team supporting it.
contributions
Product Design
User Experience
User flows
User Research
Systems thinking
Prototyping
Design thinking
The Problem
Users are overwhelmed by the home dashboard, unclear how to understand performance metrics, and what to do next.
The Proposal
Simplify the home dashboard to present more actionable UI and provide better guidance and feature discovery.
Re-designing a SaaS dashboard to amplify performanceRe-designing a SaaS dashboard to amplify performance
Why did we choose the home dashboard, and why these goals?

Resources, such as heatmapping and talking to users of all types - including our partners and our own services team - provided a few key insights:

Where: the home page is the most popular page viewed.
Jobs to be done:
users were commonly struggling to find "what to do next" without reaching out to our team.
Too much to look at:
the current home page left users with a sense of "decision fatigue".
Hand-holding:
our team was asked to help users find the key performance indicators they were looking for.

Re-designing a SaaS dashboard to amplify performance
Low Lift + High Impact Updates

Simplified Visual Hierarchy: Implemented a single-column card layout for easy scrolling and improved information architecture.
Key Performance Indicator Prioritization: Identified KPIs through customer success, agency partner, and "80/20" customer interviews. Consolidated these into a tabbed chart to reduce cognitive load.
Guided Onboarding: Added a "recommended use case" carousel and an account checklist to guide users on what to do next. Included links to helpful documentation (webinars, videos, and office hours).
Recent Workflow Bookmark: Created a chronological list of recently published workflows, allowing users to quickly return to their work.

Re-designing a SaaS dashboard to amplify performance
Bonus: User Delight

Anecdotally, we felt there was a moment to humanize the app, to let users know that we understand how working through various SaaS products every day can begin to feel sterile. We decided to add a weekly encouraging headline: "Your to-do list doesn't stand a chance.", "don't forget to drink some water.", and "be sure to get outside today." were some crowdsourced favorites.

Re-designing a SaaS dashboard to amplify performance
Phase 1: MVP

Our previous home dashboard attempted to report on all key metrics, all at once. It also attempted to put many administrative settings into a double column layout, i.e. team size, number of workflows live, and. embed code status.

Phase 2: Consolidate and prioritize

The new home dashboard improves the user experience, and refined the information architecture to present a simplified view the top-requested metrics, jobs-to-be-done, and less prioritized resources below the fold.

Re-designing a SaaS dashboard to amplify performance
Impact
57%
of surveyed users reported that finding KPIs and guidance was much easier and more intuitive.

Case Study Links

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