Dashboard redesign

The challenge

New users signed up, connected a bank account and then stalled. The dashboard showed every number at once, so nobody knew where to look, and most trials ended before anyone saw a useful insight.

What we did

1. Find the first win

   We interviewed 14 trial users and traced where they gave up. One moment mattered: seeing this month's cash runway. We made that the first screen.

2. Redesign around questions

   We grouped the dashboard by the questions finance leads ask (Can we pay everyone? What changed?) instead of by data source.

3. Ship behind a flag

   The new dashboard went to 20% of sign-ups first, so we could compare activation week by week before rolling it out.