Uncovering Insights: A Charting Experience Users Actually Use
A glow-up that drove +25.9% more visitors
Role: Lead Designer
Launched: 2024
Note: All images are for illustrative purposes only and contain dummy data.
The Challenge
Charts were critical for decisions, yet users barely knew they existed.
They were hidden under layers of navigation, lacked visibility on the homepage, and didn’t support common workflows like quick comparisons or saved views.
Imagine being a Partner Manager at a large enterprise. You log into WorkSpan hoping to check your co-sell pipeline or revenue metrics. But instead of seeing what you need upfront, you’re clicking through layers of reports, hunting down the right chart, and repeating this process every time.
The Opportunity: Give Users Their Data, Instantly
This wasn’t just about discoverability - users expected charts to be timely, tailored, and trustworthy.
They wanted to:
See the right charts, not just any charts
Know they were looking at the latest data
Access saved views that matched their workflows
This opened up a chance to rethink not just where charts showed up - but how they supported decision-making.
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.
Complete Feature Walk-Through
Impact & Insights
25.9 %
Increase in unique 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.
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.
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.
Next Project: Redesigning WorkSpan’s Overview Page