User journey

What checking performance actually looked like

The existing dashboard created a recurring pattern of friction. Users wanted more detail and greater granularity but defaulted to building reports for the quick highlights they needed.

Stage
01
Land on dashboard
02
Try to dig deeper
03
Leave to build reports
04
Try to reconfigure
05
Accept the workaround
Action
Lands on homepage and checks the dashboard to view weekly performance across their product groups.
Wants to view a different set of metrics and compare performance across groups side by side.
Navigates away to the reporting tool. Builds a custom report to see what the dashboard could not show.
Returns to dashboard settings. Attempts to change the groups or structure using the build tool.
Realises this can't be achieved using the current dashboard features. Accepts the need to view reports and manipulate its output.
Thinking
"Ok, I can see three cards but I need more context than this."
"Why can I only see one metric and product group at a time? I need to compare and don't want to keep changing the group I'm viewing."
"I do this every week. The dashboard should already show me this."
"This looks similar to the tool I use everywhere else, but it's not working the same way, I can't select a range of items or create a custom group."
"I've stopped expecting the dashboard to be useful. I don't even look at it."
Feeling
Underwhelmed
Frustrated
Resigned
Confused and annoyed
Disengaged
Pain point
Shallow
Limited to one metric and a fixed set of groups. No depth on arrival.
Rigid
No way to view multiple metrics or groups together without leaving.
Extra steps
Building a separate report every week to get what the dashboard should provide.
Inconsistent
Build mechanism looked familiar but behaved differently from the rest of the platform.
Abandoned
Users stopped using the dashboard entirely. It became irrelevant.
01 Land on dashboard
Action
Lands on homepage and checks the dashboard to view weekly performance across their product groups.
Thinking
"Ok, I can see three cards but I need more context than this."
Feeling
Underwhelmed
Pain point
Shallow
Limited to one metric and a fixed set of groups. No depth on arrival.
02 Try to dig deeper
Action
Wants to view a different set of metrics and compare performance across groups side by side.
Thinking
"Why can I only see one metric and product group at a time? I need to compare and don't want to keep changing the group I'm viewing."
Feeling
Frustrated
Pain point
Rigid
No way to view multiple metrics or groups together without leaving.
03 Leave to build reports
Action
Navigates away to the reporting tool. Builds a custom report to see what the dashboard could not show.
Thinking
"I do this every week. The dashboard should already show me this."
Feeling
Resigned
Pain point
Extra steps
Building a separate report every week to get what the dashboard should provide.
04 Try to reconfigure
Action
Returns to dashboard settings. Attempts to change the groups or structure using the build tool.
Thinking
"This looks similar to the tool I use everywhere else, but it's not working the same way, I can't select a range of items or create a custom group."
Feeling
Confused and annoyed
Pain point
Inconsistent
Build mechanism looked familiar but behaved differently from the rest of the platform.
05 Accept the workaround
Action
Realises this can't be achieved using the current dashboard features. Accepts the need to view reports and manipulate its output.
Thinking
"I've stopped expecting the dashboard to be useful. I don't even look at it."
Feeling
Disengaged
Pain point
Abandoned
Users stopped using the dashboard entirely. It became irrelevant.