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SaaS · Analytics Dashboard

Nimbus — analytics that answer questions, not just show data

A B2B dashboard redesign that helps product & ops teams find the signal in seconds — clear KPIs, focused charts and scannable tables instead of a wall of numbers.

Role
Product Designer
Timeline
7 weeks
Platform
Web + Responsive
Tools
Figma · Maze · Dovetail
01

The Problem

Analytics tools drown teams in widgets. Users open the dashboard, can't quickly find the metric that matters, and end up exporting everything to a spreadsheet to actually make sense of it — which defeats the product's purpose.

Problem statement

How might we help busy teams reach the insight they need in seconds — without exporting to a spreadsheet?

60%
of users export to Excel to “really analyze”
12+
widgets on the legacy dashboard
daily
managers check on mobile, mid-meeting
02

Goals & Success Metrics

  • Hierarchy over densitySurface the 4–5 KPIs that matter; demote the rest.
  • 📈Trend at a glanceEvery KPI shows change vs. last period, not just a number.
  • Scannable tablesStatus you can read in one pass — no interpretation required.

Target metrics: time-to-find KPI < 5s · table-scan task success > 90% · SUS > 80 · reduce “export to Excel” reliance.

03

User Research

9 stakeholder & user interviewsFeature-usage analyticsCompetitive audit — Mixpanel, AmplitudeDovetail synthesis

Key findings

  • 1A handful of metrics carry the weightRevenue, active users, orders and conversion — everything else is situational noise.
  • 2Numbers need context“Is that good?” — users want comparison and trend, not an isolated figure.
  • 3Tables are where ops livesAnalysts need status (paid / pending / refunded) legible instantly.
  • 4Mobile check-ins are realLeaders glance at numbers on their phone between meetings.
04

Personas

DR

Daniel Roy

38 · Head of Growth

"I don't need every chart. I need the number, whether it's up or down, and I need it now."

Goals
  • Top-line KPIs + trend at a glance
  • Check performance on mobile, fast
Frustrations
  • Cluttered dashboards, too many widgets
  • Numbers with no comparison
AH

Aisha Hassan

31 · Operations Analyst

"I live in the orders table. If I can't scan statuses quickly, I'm back in a spreadsheet."

Goals
  • Filter & scan records efficiently
  • Spot pending / refunded at a glance
Frustrations
  • Dense tables with no visual status
  • Exporting just to sort and read
05

User Flow — Get to Insight

START
Log in
STEP 1
Scan KPI row
STEP 2
Read trend chart
STEP 3
Adjust period
STEP 4
Scan orders table
DONE
Insight ✓
06

Wireframes

Structure-first wireframes established a clear reading order: sidebar → KPI row → charts → table.

Desktop — sidebar · KPIs · charts · table
Mobile — KPIs stacked + chart
07

Hi-Fi Design & Prototype

A calm, hierarchy-driven dashboard: four KPI cards with delta + sparkline, a focused revenue trend with period toggle, a traffic donut, and an orders table where status reads at a glance — plus a mobile companion for on-the-go checks.

Nimbus analytics dashboard
Analytics dashboard (desktop) — KPIs, charts & status table
Nimbus mobile companion
Mobile companion — KPIs, trend & recent orders

Key design decisions

  • KPI cards with contextValue + delta chip + sparkline answers “what & is it good?” together.
  • Period toggle on the chartWeek / Month / Year keeps the view focused instead of five charts at once.
  • Status badges (colour + dot + label)Scannable and accessible without relying on colour alone.
08

Usability Testing

6 participants (product & ops roles), moderated task-based sessions.

Tasks: (1) “Is revenue up or down this week, and by how much?” (2) “Find an order that's pending.”

MetricTargetResult
Time to find a KPI + trend< 5s3.4s
Table-scan task success> 90%100%
System Usability Scale> 8083
“Would reduce exporting to Excel”Majority5 / 6

What testing changed

Iteration 1

Users wanted to switch the chart's timeframe without leaving the page. → Added an inline Week / Month / Year segmented toggle.

Iteration 2

Status colour alone wasn't accessible. → Added a dot + text label to every status badge for colour-blind clarity.

09

Results & Impact

3.4s
to find a KPI + trend (was ~15s)
100%
table-scan task success
83
SUS score
5/6
would rely less on spreadsheets
10

Reflection & Next Steps

The hardest design work was subtraction — deciding what not to show. Prioritising a few contextual KPIs beat a comprehensive-but-unusable grid every time. Accessibility (status beyond colour) was a small change with outsized impact.

Next: saved views per role, natural-language “ask your data”, and configurable alerts so insights find the user instead of the other way around.

UX ResearchInformation HierarchyData VisualizationAccessibilityDesign SystemsUsability Testing
Nimbus UX Case Study · Designed by Rushmitha Varshini · ← Back to all case studies