Designing a subscription and revenue tracking dashboard
What I Did
- UI/UX Design
- Design System
Platform
- Dashboard
- Web
Timeline
- 2021-Present
Industry
- SaaS
- B2B
Overview
Staple is a subscription and business revenue and insights tracking platform that helps businesses view valuable data and metrics that help them make profitable business decisions.
My Role
I designed the User Interface from scratch and created a design system to make sure designs were consistent.
Challenges
Businesses often analyze business metrics and data insights with spreadsheets or view analytics on different business tools at a time which can be daunting, time wasting or give inaccurate data.
How Staple solves this problem
Staple creates an automated solution that gives real-time data without the need of custom development, saving time, money and keeping track of business operations that provide growth opportunities.
Goals
- To help businesses get insight into relevant metrics that drive growth.
- To represent data in a simple and intuitive way.
Key Decisions and Solutions
Staple makes it easy to view revenue insights in real-time and understand customer activities to confidently make business decisions and reduce churn.
Analytical dashboard to help users view relevant data and insights at a glance
Quick setup and business tools integration to reduce time needed to start using the platform and easy connect all business tools into one central space.
View Business metrics in real-time and get insight that help businesses make plans that help them in the future.
View customer activities and learn why customers cancel to help reduce churn and help with billing issues.
Design System
Takeaways and Learnings
Understanding different categories of dashboards and how to properly represent data helped me make better design decisions to reach business goals and improve the users experience.