data of your business
with the Witei dashboard
We have been working tirelessly for more than a year to offer the best possible experience to our users. We have started little by little by reviewing critical Witei interfaces and it was finally time to do a good redesign of the Dashboard.
Our goal is to make it the most used view and the starting point for users. In it we will show the most relevant information so that the user knows where to focus.
At Witei we work with a tool that allows us to collect feedback from users. When a user talks to the customer success team, our team picks up the suggestion in Canny and the user is invited to vote for it and comment on it if they want to contribute something else.
We tag all the suggestions related to the Dashboard, and we interact with the users to understand in more detail what their suggestions are.
After analyzing all the feedback provided by our users, we prepared an internal survey for Witei members, where colleagues from customer success, sales, marketing and even human talent participated.
The results collected were very interesting because we have a sample of users with a very deep knowledge of the tool and others with less. This helped us see different points of view, and come up with fresh ideas.
We decided to do a small workshop and use design thinking methodologies to find the best solution.
– User Person
– Interface analysis
It is a very powerful tool that we offer. That is why we have dedicated a module in the Dashboard so that they do not lose focus of stagnant clients.
We also have an empty state, for those users who do not know it with a CTA that leads them to create their first funnel.
From the dashboard, the user can see all the tasks that are planned for today and those that are pending, in this way nothing escapes them.
You can mark as done the ones you have already done and enter the list to see all of them.
We reinforce with positive feedback when you have done all of them.