13 status tabs, zero guidance — new users were lost on day one. I regrouped statuses, built configurable tabs, and surfaced analytics inline.
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Product Overview
The dashboard is a high-level overview of account document activity, with live statuses covering every stage of the deal cycle — serving both individual contributors and managers overseeing team progress.
It was also the first thing new users saw after sign-up. I joined mid-project to lead UI and logic — and ended up shaping the product’s most visible surface for its broadest audience.
Project timeline — 3 months
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Month 1
Month 2
Month 3
Research methods
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Users
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Stage
User action
Emotion
Pain point
Design response
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Problems
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Key Decisions
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The Outcomes
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The Learnings
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