Dashboard (Before)
Problem
At RevolutionParts, we asked our customers how they felt about the dashboard/home page. Based on feedback from at least 100 customers, this dashboard is overwhelming, hard to skim and it did not help them focus on any critical tasks. Even though we have an implementation team that walks each customer through their onboarding, we want to help especially new customers be more independent in setting up and maintaining their accounts.
Proposed solution
Make each category of information more distinct and provide recommended tasks based on the maturity of the account.
The new structure
For brand new customers
This layout helps our new customers prioritize the steps they need to take in setting up their account letting them see a glimpse of the dashboard.
Active customers
Once the customer becomes more active and starts to get incoming orders, they will see more information relevant to their stage of growth.
Leveraging the new structure
For active and growing accounts
With this structure, we're able to automate recommended tasks for maintaining the account and provide meaningful data with links to the relevant pages.
Marketing
We have add-on features that can create more sales opportunities for our customers. The "More ways to grow" section is where we can pitch these helpful features.