Dashboard

Based on Clover merchant feedback, Infuse created Dashboard, a simplified analytics dashboard to view sales by day, week, or month, including breakdowns by item and employee. To date, Dashboard has been downloaded by over 4,500 Clover accounts.

Dashboard Home 1440 - Desktop.jpg

Objectives

Given the increasing popularity of Dashboard, we decided to update the design and offer new features including year-to-date reporting, sales trends, and improved performance.

My role

I was the lead designer on this project and collaborated with and sought feedback from engineers, product managers and designers on our team.

Process

Merchants expressed positive feedback on the current UX so our goal was not to redesign the experience. Instead, we focused on making improvements to the styling elements to accompany the new features.

The first step in redesigning the styling was analyzing the elements we wanted to keep and the elements we wanted to iterate on. We asked ourselves, “how might we improve our user interface?”

Legibility

To improve legibility, we opted for a modern and simple typeface and a darker color palette to increase contrast. We also kept variable font sizes throughout the web app and decreased the use of uppercase letters to make the information easier to read.

Labeling

I added headings to each page because there were no location indicators in the original design, making it confusing for the user to distinguish between the Employees and Items rankings screens. I also added titles to the donut charts on the dashboard screen and created an icon for the Sale by Item donut chart.

New Features

The 2019 Dashboard update includes a modernized style and two main feature additions: Year-to-Date Reporting and Sales Trends.

Year-to-Date Reporting provides merchants with a visual representation of their data for current and previous years, making it easier for them to strategize and prioritize.

Sales Trends is a powerful tool that compares sales on the current day, week or month to previous time frames. Highlighted in blue, merchants can easily track the highest sales or orders at a glance.

Next steps

During the design process I realized that users don’t have the ability to navigate to specific dates, uncovering an issue with the usability of the web app. I’m working with the engineers and product managers to include this functionality in our next iteration of Dashboard.