Overview
A desktop sales dashboard for a SaaS company. The client’s name is confidential.
I was the lead designer on a team with other designers, developers and the client’s stakeholders. The other designers supported the work; I designed the overview and KPI screen, payments and insights, the transaction tables, and the components and design system behind them. The dashboard was developed and went live.
Problem
Cluttered spreadsheets and outdated dashboards made it hard to compare performance, spot the metrics that matter and investigate individual transactions. The goal was to bring those tasks into one workspace.
The intended users included e-commerce owners, sales and marketing managers, operations heads and business analysts.
Research
Three inputs shaped the direction:
- Calls with the client’s stakeholders.
- A review of their existing data and old dashboard.
- An analysis of competitor dashboards.
Five priorities came out of this: fewer, more actionable widgets; immediate visibility for total sales, refund rate and average basket size; chart legends and tooltips people can understand; a clear payment-method breakdown; and simple CSV or Excel exports.
Key decisions
- Keep the headline numbers in view. A Stats panel sits beside the main chart, so total sales, items sold, average sale value, average basket size, best sale, discounts and refunds stay visible while someone explores the trend.
- One chart, compared with the average. The sales chart plots current sales against an average, with daily, weekly, monthly and custom ranges. Hovering shows exact values for a day instead of crowding the chart with labels.
- From trend to transaction on one screen. Under the chart, a paginated Sales Info table lists amount, payment method, customer, items sold, date and time, and seller. A payment-method chart and a single Export Data action sit beside it.
Design
Sidebar navigation groups the product’s modules — such as Sales, Inventory, HR and Marketing — with a clear active state for orientation.
The visual language is calm: pastel purples, neutral backgrounds, a modern sans-serif and rounded icons, with balanced spacing and cards that make the screen easy to scan. Colour-coded KPI values help tell metrics apart.
I also designed the components and design system these screens are built from.
Outcome
The dashboard was developed and went live. The client’s feedback was positive: they found the design clean and modern.
What I’d do next
Explore light and dark themes, anomaly alerts and goal-based progress indicators.