Chart Editor and Beyond

Many existing users of this SaaS product relied heavily on crosstabs for analysis.   With this work, our goal was to expose members to charts and dashboards and to get them creating more robust interactive reports. The work took place over the course of

Impact

Crosstab Conversion

3% more users continued to charts from crosstabs

Charts Usage

3.2% increase traffic from the charts homepage.

Dashboard Usage

5% increase in dashboard usage.

Chart Exports

2% increase in chart xports

Process

  • Competitive Analysis (D1)

  • Professional Services

  • Whiteboard sessions

  • Baseline testing

  • Card sort

Deliver

We drove interactions up on chart and dashboard objects by taking actions from multiple fronts.

Low hanging fruit

Without having to spend much time, we could direct members to chart interactions from other areas in the product. 

Sorted

Reorganizing this feature rich chart editing experience came as a result of a card sorting test. The new categories help to harness a gnarly set of complex features that would not go away with this push of work. 

Onboarding

Guided help

Education with Whatfix

Guided tours and onboarding modules allowed members to learn and experiment with various types of data assets, including charts and dashboards. 

Templates

 Dashboard templates help create a simple and beautiful story with the data. New chart types are also added such as: Area, Scatterplot, Shape plot to grow adoption.