We’re in the process of optimising a dashboard. We don’t have as much feedback we would have wanted from users (yet), but we believe the concept of the dashboard is complex and would like to simplify the experience.
The data on the dashboard is a combination of graphs showing marketing and sales data like the number of customers we have, the amount of money generated, and tables showing more details.
Those insights could be viewed through 5 different lenses, in other words, you’d have to choose 1 out of 5 different sources of data that points out where these customers came from, for example, paid ads, organic search, direct visits to the website, etc.
Currently, there is also no way to see all those lenses under one view.
What we’re looking for is to optimize the way we:
- Introduce the concept of selecting one of the 5 views
- Let users understand what each one of these views going to change in the report
We have a bunch of filters that allow these users to view what they care about - like dates, specific countries, industries these customers belong to.
Currently selecting one of the 5 views is also a filter box, however:
- We don’t think it’s really a “filter” since as a user, you can’t really un-filter those views.
- They are also the focal point of the dashboard, meaning, we assume you’d want as a user to select a view first and then choose filters like dates, etc.
For context, here’s the filter menu. If it’s not clear (which I assume it’s not. the view selector is “Group by”):
I would appreciate any views, help or recommendation.