Next Project: Redesigning WorkSpan’s Overview Page
Uncovering Insights: A Charting Experience Users Actually Use
Redesigning how charts and reports are surfaced - a glow-up that saw a 25.9% increase in visitors!
Role: Lead Designer
Launched: 2024
Note: All images are for illustrative purposes only and contain dummy data.
The Challenge: Too Many Clicks, Not Enough Visibility
The Opportunity: Give Users Their Data, Instantly
Our goal was clear: make critical insights accessible at a glance, right from the homepage and overview pages - no more digging through reports. But the solution wasn’t just to throw charts onto the screen. We had to thoughtfully balance visibility, performance, and personalization.
Interestingly, even power users didn’t realize reports had already been created for them. During customer interviews, we found that many users - especially at large enterprises like SAP - weren’t even aware the report feature existed with all its functionalities. It wasn’t just a visibility problem in the UI; it was a discoverability problem across the product.
Meanwhile, Pendo data (a software tool to track user behaviour and platform performance) showed that Reports and the Overview Page were among the most used areas across WorkSpan. These were the screens where users were most engaged - also the ones most tied to stickiness, adoption, and ROI. But ironically, the experience in those pages was weighed down by long load times and excessive navigation.
This was our chance to bring those reports forward - making the most valuable data accessible, without waiting or wandering.
What We Introduced
We created a dynamic, customizable Insights Section that turned the homepage into a decision-ready dashboard. Here are the features that made it work:
Expand for Detail: Charts were scaled down for space but could be expanded to explore full data, preserving both overview and depth.
Load More: To improve performance, only a few charts load by default, with a “load more” option for additional insights.
Pin & Unpin Charts: Users could now pin charts from reports directly to their homepage for instant access. Admins could also set default views for teams. Otherwise, users would have spent too long hunting for insights.
Custom Layouts: Users could rearrange pinned charts based on business priorities - no more one-size-fits-all dashboards.
Behind the Build: Smarter, Not Just Prettier
This wasn’t about making things flashier - it was about making data actually useful. Here’s how we approached it:
User & Competitor Research: We looked at dashboards from tools like Salesforce and HubSpot, then spoke to Customer Success teams and power users to understand real needs.
MVP Definition: We scoped a lean, high-impact version with product and engineering to balance feasibility and value.
Design & Prototyping: Explored chart scaling, layout variations, and interaction states - then stress-tested those flows in Figma.
Beta & Feedback Loop: Rolled out to a pilot group, gathered usage feedback, and refined onboarding and layout logic.
Brainstorming the ideal placement
Real-World Challenges
Early designs used full-width charts, but these proved overwhelming. We pivoted fast - resizing and redesigning to fit within a 70% layout, without losing clarity.
We also had to rethink how we framed pinning/unpinning to users. Since this interaction was new for most, we simplified the interface and added onboarding cues to make it feel familiar and intuitive.
And as we dug deeper with users, we uncovered a broader gap: many didn’t even know they had access to key reports. For example, SAP users were completely unaware of the reporting feature. This shaped our approach-not just in design, but in how we surfaced features and educated users over time.
From 5 Steps Away to 1: Time to Insight
We tracked how long it took to access a saved chart - from clicking “Log In” to landing on the insight.
Before: User would need to navigate through 5 pages to reach their reports
After: User could now find their reports as soon as they logged in
Result: 83% faster access, with chart usage and user satisfaction rising in follow-ups.
Impact & Insights
25.9 %
Increase in visitors
Boosted homepage feature usage
and report discovery
83%
Reduction in steps to access
Increased engagement in high-value
areas (Reports & Overview Page)
39.2 %
Account growth post-redesign
Increased awareness and adoption
among both new and power users
And the value didn’t stop at the homepage. We extended this model to Overview Pages, bringing the same instant insight approach to another high-traffic surface - giving users exactly what they needed, where they needed it.
Complete Feature Walk-Through
TL;DR: Making Every Click Count
We transformed a slow, report-heavy experience into a real-time, user-driven insights hub - cutting through the noise, saving time, and helping users take action faster.