How I transformed a static dashboard
into a flexible data playground (that profits!)

During my time as the Founding Designer at Avnet, I led a strategic design shift of our supply chain platform, Proscal, transforming it from a free Power BI host into a scalable, revenue-generating SaaS product with features comprehensive enough to support a tiered pricing model.

This case study walks through one of the key 0→1 features I designed and launched that empowered analysts to make data-driven decisions with greater flexibility and confidence.

Role

Founding UX Designer

Timeline

Launched in 3 months

Keywords

#SaaS, #0 to 1, #Strategic

Impact

During my time with Proscal, the design improvements led to a significant increase in user engagement. The platform began attracting more enterprise customers across EMEA and APAC, with potential to generate up to 3% of their annual spend as recurring revenue. These outcomes reflect a successful shift from passive data extraction to active in-platform analysis.

150%↑

Average session duration

92%

Satisfaction rate

20+

Global enterprise customers

3%↑

Recurring revenue potential

Context

Proscal is a dashboard + analytical features supply chain platform that could unlock new revenue in a tough market

The platform began as a free service add-on built on customers' requests. Supply chain analysts would select dashboards and features they wanted and track performance. However, as competitors began monetizing similar platforms in a tough market, our market share was at risk. We saw the opportunity to turn Proscal into a revenue-generating product, helping Avnet stay competitive and create a new revenue stream.

The Problem

High stickiness but low engagement:
Users weren't convinced the platform was worth paying for

Although 45.2% of MAU use the product on any given day, they were not actively engaging with it. Average engagement time per user is less than 5min, and most users only visited 20% of the dashboard pages. Users left the platform to do their work. The experience fell short of what users would expect from a paid product.

Why It Happened

The root causes of low engagement

From Vision to Action

What if users can create their own dashboards and share it with others?

As the team set "proactive intelligence" as our vision, I gathered feature ideas and built up a product roadmap balancing user value and engineering feasibility. The idea of a data "Playground" became our first step.

Design Experiments

Prototyping, testing, and more

How I aligned with the team using rapid prototyping?

I kicked off the design process by rapidly prototyping the chart creation feature with developers. This prototype refined requirement to let users to build multi-chart dashboards to tell a story. Involving developers from the start also accelerated the MVP process later on.

How I aligned with the team using rapid prototyping?

I kicked off the design process by rapidly prototyping the chart creation feature with developers. This prototype refined requirement to let users to build multi-chart dashboards to tell a story. Involving developers from the start also accelerated the MVP process later on.

How I made design decisions through experiments?

I created multiple versions of design elements and tested with the internal team and users. Through filtering the feedback and iterating, we landed on the final design.

Final design: left edit panel

Maximizes space for charts, enables real time edits

Version 2: bottom edit panel

Occupies too much screen space

Version 3: Pop-up edit panel

Disrupts editing flows

Final design

Ensures accessibility, maximizes content

Version 2: different color combo

Not compatible with customers' theme colors

Version 3: different layout

Shows less information, not suitable for more chart types

How I made design decisions through experiments?

I created multiple versions of design elements and tested with the internal team and users. Through filtering the feedback and iterating, we landed on the final design.

Final design: left edit panel

Maximizes space for charts, enables real time edits

Version 2: bottom edit panel

Occupies too much screen space

Version 3: Pop-up edit panel

Disrupts editing flows

Final design

Ensures accessibility, maximizes content

Version 2: different color combo

Not compatible with customers' theme colors

Version 3: different layout

Shows less information, not suitable for more chart types

How I designed collaboration within technical constraints?

When real-time editing wasn’t feasible, I designed a share-and-view feature that let analysts share dashboards with teammates. This solution balanced user needs with engineering constraints while still ensuring role-based security.

How I designed collaboration within technical constraints?

When real-time editing wasn’t feasible, I designed a share-and-view feature that let analysts share dashboards with teammates. This solution balanced user needs with engineering constraints while still ensuring role-based security.

How I adjusted design based on testing?

How I adjusted design based on testing?

Final Design

Playground: A dynamic space to
build, customize, and share data visualizations

Creating a fully customized dashboard with ease

Playground lets users follow familiar Excel-like steps to explore data visually by picking a chart type then plotting the data. It lowers the learning curve and empowers users to illustrate what they need.

Collaborate with consistency

Once users build charts, they can turn it into a shareable dashboard and send it to teammates. This promotes transparency, reduces duplicated work, and keeps everyone aligned.

Two-level filtering for flexible analysis

There are page-level filters that apply across all charts, and individual chart filters for more granular analysis. This structure allows analysts to view trends while still enabling deep dives into specific datasets, reducing time spent on repetitive filtering.

Dynamic and Responsive Grid

To balance user flexibility with development feasibility, we introduced a default responsive grid system. Each row can fit up to 4 KPI cards, 2 visualization components, and 1 data table.

Start Fast with Dashboard Templates (Future iteration)

During MVP testing, I uncovered a common use case: analysts frequently used this feature to create quarterly business reports, which often followed a consistent visual structure. Inspired by tools like Notion, I designed a phase 2 update that provides pre-designed dashboard templates to help users skip the setup and focus on insights.

Results

Driving user engagement and platform value

High satisfaction, high engagement

After launching the MVP to 3 customers and testing with 89 users, the majority agreed that the feature effectively addressed dashboard limitations and streamlined their workflows.

150%

average session duration

increase for adopters

92%

Satisfaction rate

among early adopters

7/10

Value score

of willingness-to-pay

2

dashboards created

per user per week

Creating potential revenue stream

This feature marks the first step in our strategic transformation from a passive dashboard service to a standardized, revenue-generating analytics platform. It lowered the internal operational effort, and brought a positive revenue forecast.

70%

less support tickets

related to dashboard customization

3-5%

incremental revenue increase

once fully launch with upcoming premium offering

Reflection

What users want ≠ need:
We needed to break out of the reactive pattern

Through a series of research and user feedback, we realized that simply “building what they requested” was not enough to create a product worth paying for. The team needed a strategic shift to set the direction for the next stage of development and actively expand feature offerings.

From executer to initiator

Leading this project allowed me to step beyond executing assigned tasks and take ownership of the product vision. I drove research, synthesized insights, and translated them into strategic design decisions that balanced user needs, business goals, and technical feasibility. These requirements encouraged me to think critically about prioritizing the product roadmap and to constantly evaluate which new features would deliver the most value without overextending the team and the timeline.

Designed by Hailey Yixuan Li

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Designed by Hailey Yixuan Li

LinkedIn

Email

Instagram