Saas
Saas
desktop & mobile
desktop & mobile
Designing a cross-platform automated progress tracking dashboard
Designing a cross-platform automated progress tracking dashboard
Role
Role
Solo Product Designer User Research
User Experience Design
Solo Product Designer User Research
User Experience Design
Type
Type
Self-directed Project
Self-directed Project
Tools
Tools
Figma
Figma
Timeline
Timeline
May - Jun 2025
(5 weeks)
May - Jun 2025
(5 weeks)
Summary
Summary
I redesigned a progress-tracking dashboard for frontline sales teams, unifying six disconnected tools into one integrated system, enabling faster, clearer, and more efficient tracking.
Key Outcome
Key Outcome
• Reduced tool usage by 67% (from 5 → 1 tools)
• Estimated to reduce daily admin time by 60% (1.5h → 0.5h/store)
• Goal check-in frequency projected to improve by 40%
• Reduced tool usage by 67% (from 5 → 1 tools)
• Estimated to reduce daily admin time by 60% (1.5h → 0.5h/store)
• Goal check-in frequency projected to improve by 40%
Let’s take a quick look of the project first.
Let’s take a quick look of the project first.
problem
problem
Missing supportive progress tracking system for frontline staff
Missing supportive progress tracking system for frontline staff
In a fast-paced retail environment, sales teams need to stay aware of both their individual and team progress to respond with agility. However, the current tracking system relies on multiple disconnected tools, causing time loss and lack of motivation.
In a fast-paced retail environment, sales teams need to stay aware of both their individual and team progress to respond with agility. However, the current tracking system relies on multiple disconnected tools, causing time loss and lack of motivation.
Solution
Solution
A cross-platform automated progress tracking dashboard
A cross-platform automated progress tracking dashboard
Laline Staff simplifies progress tracking by replacing fragmented manual workflows with one connected system. Designed to support both store staff and managers, the solution automates daily check-ins, syncs real-time data, and personalizes insights across devices, helping every role stay aligned and motivated.
Laline Staff simplifies progress tracking by replacing fragmented manual workflows with one connected system. Designed to support both store staff and managers, the solution automates daily check-ins, syncs real-time data, and personalizes insights across devices, helping every role stay aligned and motivated.
Cross-platform dashboard
Personalized View
Auto check-ins & Reporting
Cross-platform dashboard
Personalized View
Auto check-ins & Reporting
So, how did it start?
So, how did it start?
Background
Background
Hello everyone! This is me last year,
working as a sales associate at a retail store.
Hello everyone! This is me last year,
working as a sales associate at a retail store.
This is me working as a sales associate at a performance-driven body product retail store.
This is me working as a sales associate at a performance-driven body product retail store.
It was not optional to track progress as a sales.
It was not optional to track progress as a sales.
But the current progress tracking system was fragmented across 5+ tools, making workflows manual.
But the current progress tracking system was fragmented across 5+ tools, making workflows manual.
problem
problem
Missing supportive progress tracking system for frontline staff
Missing supportive progress tracking system for frontline staff
In a fast-paced retail environment, sales associates need to stay aware of both their individual and team progress to respond with agility. However, our current system presented the following challenges:
In a fast-paced retail environment, sales associates need to stay aware of both their individual and team progress to respond with agility. However, our current system presented the following challenges:
1️⃣ One same progress dashboard for 45+ staff
1️⃣ One same progress dashboard for 45+ staff
However, each staff role has different needs.
However, each staff role has different needs.
🧮 Raw progress data only
🧮 Raw progress data only
Only raw progress numbers without actionable context.
Only raw progress numbers without actionable context.
🔔 No automated updates or reminders
🔔 No automated updates or reminders
Need to manually check progress each morning and evening.
Need to manually check progress each morning and evening.
⌛️
10+ hours/week lost on manual work with 5+ tools
(dashboard, Excel, whiteboard, WhatsApp, paper) to stay aligned.
10+ hours/week lost on manual work with 5+ tools
(dashboard, Excel, whiteboard, WhatsApp, paper) to stay aligned.
Our users
Our users
Frontline users - Different users, different needs
Frontline users - Different users, different needs
I conducted 4 quick interviews with staff and managers to understand their daily tracking habits.
I conducted 4 quick interviews with staff and managers to understand their daily tracking habits.
And here are key findings:
3/4 participants said they often forgot to check the progress on busy days.
4/4 participants mentioned that they struggled to find relevant information in the official dashboard during their first few weeks.
3/4 participants mentioned that they could easily see their own performance within the system more easily.
These insights highlighted our users’ need for
better progress visibility and a more efficient way to monitor their performance, considering slightly different focuses between roles.
And here are key findings:
3/4 participants said they often forgot to check the progress on busy days.
4/4 participants mentioned that they struggled to find relevant information in the official dashboard during their first few weeks.
3/4 participants mentioned that they could easily see their own performance within the system more easily.
These insights highlighted our users’ need for
better progress visibility and a more efficient way to monitor their performance, considering slightly different focuses between roles.
Problem Definition
Problem Definition
How might we improve progress tracking efficiency to save time and keep everyone aligned with business goals?
How might we improve progress tracking efficiency to save time and keep everyone aligned with business goals?
ideation
ideation
Reframing problem and structuring insight, turning to feasible solution
Reframing problem and structuring insight, turning to feasible solution
I reframed the challenges into opportunities across User, Workflow, and System layers. And using an impact-effort matrix, I prioritized solutions that would deliver measurable time savings and improve motivation without major technical overhead.
As a result, the MVP focuses on three core features that lay the foundation for a scalable, cross-platform progress-tracking ecosystem, resolving the most critical frictions: manual updates, fragmented tools, and lack of real-time visibility.
Cross-platform Dashboard Prototype: Provides unified access across devices for real-time visibility.
Auto Check-ins & Reporting: Reduces manual work and increase awareness through automated reminder.
Role-based/Personalized View: Delivers context-specific insights to improve time-efficiency and visibility.
I reframed the challenges into opportunities across User, Workflow, and System layers. And using an impact-effort matrix, I prioritized solutions that would deliver measurable time savings and improve motivation without major technical overhead.
As a result, the MVP focuses on three core features that lay the foundation for a scalable, cross-platform progress-tracking ecosystem, resolving the most critical frictions: manual updates, fragmented tools, and lack of real-time visibility.
Cross-platform Dashboard Prototype: Provides unified access across devices for real-time visibility.
Auto Check-ins & Reporting: Reduces manual work and increase awareness through automated reminder.
Role-based/Personalized View: Delivers context-specific insights to improve time-efficiency and visibility.
Solution
Solution
Manual tracking with 5+tools → Unified automated cross-platform dashboard
Manual tracking with 5+tools → Unified automated cross-platform dashboard
By integrating fragmented tools into a single connected dashboard,
the system automates reporting and goal tracking, giving each role clear priorities and real-time visibility.
By integrating fragmented tools into a single connected dashboard,
the system automates reporting and goal tracking, giving each role clear priorities and real-time visibility.
Before
Before
• Manually calculate and update team targets
• Rely on manual tracking with fragmented tools
• Manually calculate and update team targets
• Rely on manual tracking with fragmented tools
⭐️ After
⭐️ After
• Easily access live performance data for each staff member anytime, anywhere.
• Automated reminders and daily reports
• Easily access live performance data for each staff member anytime, anywhere.
• Automated reminders and daily reports
user testing
user testing
Validating goal-tracking efficiency
Validating goal-tracking efficiency
We ran a usability test with four participants using the prototype to validate whether our solution met the defined success criteria.
We ran a usability test with four participants using the prototype to validate whether our solution met the defined success criteria.
summary
summary
Goal: Validate clarity and task efficiency in redesigned POS dashboard
Goal: Validate clarity and task efficiency in redesigned POS dashboard
Participants: 3 Sales, 1 Assistant Manager
Participants: 3 Sales, 1 Assistant Manager
Used tools: Maze, Figma, Google Meet
Used tools: Maze, Figma, Google Meet
key results
key results
Task completion rate
Task completion rate
✅ 92% (11/12)
✅ 92% (11/12)
Avg. goal-check time
Avg. goal-check time
⏱ 4.8 seconds
⏱ 4.8 seconds
Self-rated ease of use
Self-rated ease of use
⭐ 4.3 / 5
⭐ 4.3 / 5
expected impacts
expected impacts
Lower admin time, higher awareness
Based on the results of usability testing, we estimated the potential impact if the redesigned workflow were to be implemented in real store operations.
Based on the results of usability testing, we estimated the potential impact if the redesigned workflow were to be implemented in real store operations.
Reduce manual work
Reduce manual work
⬇️ ~60% admin time
(1.5h → 0.5h per store/day)
⬇️ ~60% admin time
(1.5h → 0.5h per store/day)
Increase progress awareness
Increase progress awareness
⬆️ ~40% goal-check
frequency
(3x → 5x per day avg.)
⬆️ ~40% goal-check frequency
(3x → 5x per day avg.)
Simplify workflows
Simplify workflows
⬇️️ ~67% tool usage (6 tools → 2 tools)
⬇️️ ~67% tool usage
(6 tools → 2 tools)
⬇️️ ~67% tool usage
(6 tools → 2 tools)
Key Takeaways
Key Takeaways
One product, many users.
One product, many users.
Even within the same system, user behaviours diverge.
A good product designer will know how builds solutions that serve all types of multiple users.
Even within the same system, user behaviours diverge.
A good product designer will know how builds solutions that serve all types of multiple users.
Problem framing shapes the solution.
Problem framing shapes the solution.
Internal tools aren’t cheap to redesign, but in this case, I can see the benefit in a long-term as we’ve wasted time
for a long time. But this can’t be solutions for every pain points. We will need to find matching solution depth to problem scale.
Internal tools aren’t cheap to redesign, but in this case, I can see the benefit in a long-term as we’ve wasted time
for a long time. But this can’t be solutions for every pain points. We will need to find matching solution depth to problem scale.
Designing a flow, not just a screen.
Designing a flow, not just a screen.
Product designers do not design isolated screens,
but shape an end-to-end experience that supports decision-making and action.
Product designers do not design isolated screens,
but shape an end-to-end experience that supports decision-making and action.
area for improvements
area for improvements
Involve cross-functional partners earlier.
Involve cross-functional partners earlier.
Realistic feedback from PMs and developers would’ve helped assess feasibility and prioritize better from the start.
Realistic feedback from PMs and developers would’ve helped assess feasibility and prioritize better from the start.
Validate with real users in their real context.
Validate with real users in their real context.
Usability testing with frontline staff during active shifts could reveal blind spots and surface unmet needs more clearly.
Usability testing with frontline staff during active shifts could reveal blind spots and surface unmet needs more clearly.