User dashboard
Proof is on a mission to secure critical commerce by making digital transactions more secure, auditable, and trustworthy than traditional pen-and-paper methods.
The user dashboard serves as the central hub, a place where initiating transactions, deleting and viewing past documents can all be done. However, our current dashboard lacks important information and consistency compared to the rest of our product. To enhance this space, we aim to create a design that creates consistency across the product and caters to our diverse users.
Employer
Proof
Role
Product Designer
Year
2023
Impact
Six weeks, post release, our team tracked how the new user dashboard experience affected our core metrics.
+2.72%
Increase in completed transactions
+1.28%
Increase in transactions started
-0.64%
Decrease in support tickets related to transactions from the user dashboard
Preview
Background
In 2023, my team focused on increasing user conversion and reimagining key aspects of our flow to deliver the best possible experience for our customers. During our audit, we identified significant gaps in the user dashboard. Through support tickets and direct conversations with customers, we discovered that essential information and functionalities were missing—leaving users uninformed about transaction timelines, types, and limiting their control over critical actions. Additionally, the lack of options to delete or decline transactions placed an unnecessary burden on our employees, who had to handle these tasks manually, creating avoidable bottlenecks and inefficiencies.
What prompted us to re-think the user dashboard?
At Proof, an impressive 60% of our customers are returning users. However, they are met with a dashboard that has remained unchanged for the past four years, creating noticeable design inconsistencies with our current user experience. Moreover, as Proof evolves into a leading identity-focused company, the existing dashboard lacks a dedicated space for identity-related products and information, limiting its effectiveness in supporting our new direction.
Challenges and opportunities
The engineering bandwidth allocated for this project was low, limited to the resources of a single engineer. Consequently, the implementation of the updated design will occur across multiple phases due to the restricted capacity.
This user dashboard experience lacks...
How does this make signers feel?
Powerless
The lack of critical transaction details has created uncertainty, making it difficult for users to track their actions or understand next steps. In addition, the absence of key controls, like the ability to delete or decline transactions, has lead to a sense of helplessness, forcing them to rely on customer support for basic tasks.
What can we do?
Hypothesis
Redesigning the user dashboard to improve access to transaction details and user controls will enhance satisfaction, streamline the customer journey, and reduce support workload—driving higher retention and conversion rates.
Measure impact
Pushing our product and engineering partners to add tracking and create strong reporting.
Iteration and experimentation
Exploring and experimenting on how information is distributed and shown.
Launch
Users gain comprehensive control over their transactions, enabling them to effortlessly view, complete and delete transactions.
Impact
Six weeks, post release, our team tracked how the new user dashboard experience affected our core metrics.
+2.72%
Increase in completed transactions
+1.28%
Increase in transactions started
-0.64%
Decrease in support tickets related to transactions from the user dashboard
Going further
Observing users on our dashboard has also shown us the importance of re-thinking our meeting terminations. The plan in the first half of 2025 is to create better routing for our signers so they don't end up in the dashboard confused as to what happened.
