Dashboard Improvement

5P’s

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1. What is the Problem being addressed?
1. As a user, currently, I need to have a better sidebar and top bar designed for the Dashboard screen so that I can easily add the new dashboard or change the order of it or perform any edit activities on the topbar.
2. Is it Pervasive and if yes, by how much?
• Yes, this would enhance the User experience of the product.
3. Does this feature aligns with the Product Vision?
• Yes, as it’s making a product a better one to work with.
4. Is it Possible to build this feature?
• Yes, we just need to revamp the existing screen.

Feature Accessibility

Steps to perform

Steps For Adding a New Dashboard: �

1. CX >> Analytics >> Dashboard >> Click on the New Dashboard button (Present on the bottom of the screen)

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Steps for Editing the Sidebar of the Dashboard:

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1. Hover over the Dashboard name until 3 dots appear >> Click on the 3 dots and then perform the edit action that you wish to apply

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Steps for Changing the Order of the Dashboard:

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1. Based on the Visibility criteria, we have 2 sections. In order to change the order of the dashboard >> simply drag and drop the dashboard name.

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Steps for Editing the Topbar of the Dashboard:

1. The Top section of the dashboard screen will have 3 dots that will allow the user to edit the main area of the dashboard (ex: adding a widget)

User Personas

Persona 1- Martha - CX Account Holder (External)

• Martha

Demographic

Name

Behaviour and Actions

Needs and Pain Points

• Handles the CX Survey product service provided by QP
• Responsible for sending out the survey and analysing the data.
• Responsible for sending accurate reports to the executive team.

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• Young Women
• Un-married
• Analytical
• Observant
• Senior HR Specialist

• She fails pain when setting up a new dashboard as the button sometimes disappear from the screen (As it hides down)
• She needs a mechanism where she can reorder the dashboards based on her usage
• She expects a cleaner UI that feels better to work with

Persona 2- Joe - Director (FMCG Products)

• Joe

Demographic

Name

Behaviour and Actions

Needs and Pain Points

• Peculiar about every report he sees.
• Keenly checks the CX product and services offered by QuestionPro
• Tough deal broker man
• Sharp, Analytical mind

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• Young Man
• Keen Observer
• Practical and believes in Numbers
• Reads every single reports he receives and deciphers the analysis

• Finds the product as good market fit but feels that UI should be enhanced.
• Needs a clear view of the dashboard without so many filters.

Phase 1

Output Screen

New Dashboard - Top Bar Section Update

When clicked on: Add Widget

When clicked on: Add Managers

When clicked on: Export

When clicked on the : Settings

New Dashboard - Side Bar

When user Clicks on Rename : Sidebar

When user Clicks on Visibility : Sidebar

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When user Clicks on Delete : Sidebar

When User wants to reset the filters applied

Dashboard view when it’s shared with Managers

Manager Portal Dashboard View

Phase 2

Individual Dashboard Sorting (Phase 2)

The end user would now be able to drag and drop the dashboards based on their own preferences. On hovering this drag and drop symbol must be displayed.

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Acceptance Criteria

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1. Test that the user is able to edit the sidebar of the dashboard when hovered over the dashboard name.
2. Test that the user is able to edit the top bar of the dashboard when clicked over 3 dots present on the top right corner.
3. Test that the user sees the various options when hovered over the side bar:
1. Rename
2. Visibility
3. Delete
4. Test that the user can re-order the dashboards.
5. Test that the functionalities remain intact as previously on the position updates.
6. Test that functionalities like Add Widget, Add Manager, Export and Settings appear on the top bar of the dashboard.

Acceptance Criteria

Link to Figma File

Thank you!