Dashboard is a simplified analytics tool used to track Clover merchants’ sales data.

My role: As the lead designer on this project, I used insights gathered by QA and Customer Success to drive my design decisions, sought feedback from the design team, and collaborated with engineers and product managers to implement the designs.

Merchants 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.

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

 

View of top performing employees in the last month with individual sales detail open.

View of top performing employees in the last month with individual sales detail open.

View of top performing employees in the last month with individual sales over time detail open.

View of top performing items in the last month with pie chart of employees’ sales rates and sales totals for the item.

View of top performing items in the last month with pie chart of employees’ sales rates and sales totals for the item.


Legibility

A. To improve legibility, I opted for Open Sans, a modern and simple typeface, and a darker color palette to increase contrast.

B. I kept variable font sizes throughout the web app and decreased the use of uppercase letters to make the information easier to read.

Labeling

A. 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.

C. I also added titles to the donut charts on the dashboard screen and created an icon for the Sale by Item donut chart for consistency.

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New Features

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

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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.

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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

Currently, users don’t have the ability to navigate to specific dates, causing 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.

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