Design goal

The goal was to improve clarity, discoverability, and depth of engagement so users could more easily understand results and explore insights without additional guidance from Customer Success.

Key insights

• Users needed clear entry points, not more data

• Hierarchy and narrative mattered more than visual density

• Dashboards should guide interpretation, not just display metrics

• Small structural changes could significantly affect engagement behavior

Design approach

I treated the dashboard as a decision-support system, not a reporting surface.

Key decisions included:

• Reorganizing information hierarchy to surface the most important insights first

• Introducing clearer sectioning and visual grouping to reduce cognitive load

• Designing progressive disclosure patterns to encourage deeper exploration

• Aligning terminology and structure with how executive users discussed results

Design decisions prioritized clarity and comprehension over novelty or customization.

Solution

The redesigned dashboard focused on:

• A clearer top-down narrative, guiding users from high-level signals to detailed breakdowns

• Improved visual hierarchy to differentiate primary insights from supporting data

• Consistent patterns across sections to reduce relearning effort

• Subtle prompts encouraging exploration of deeper insights

While visual details are under NDA, the redesign fundamentally shifted the experience from passive reporting to guided analysis.