Smart Savings Dashboard
Smart Savings Dashboard
Elevate by Principal
Senior Product Designer
My Role
As Senior Product Designer and CX collaborator, I worked with product, engineering, and marketing. My role was to build a dashboard that showed users potential savings based on supplier data and drive ongoing engagement.
Success Goals
Clarify
Potential Savings
Increase
Engagement
Accelerate
Contract ACT
Optimize
Data Accuracy
Enhance
CRM Implementation
Improve
User Satisfaction
Smart Savings Dashboard
Elevate by Principal
Senior Product Designer
My Role
As Senior Product Designer and CX collaborator, I worked with product, engineering, and marketing. My role was to build a dashboard that showed users potential savings based on supplier data and drive ongoing engagement.
Success Goals
Clarify
Potential Savings
Increase
Engagement
Accelerate
Contract ACT
Optimize
Data Accuracy
Enhance
CRM Implementation
Improve
User Satisfaction
Power to the Owner.
Power to the Owner.
Power to the Owner.
Approach
Visual Storytelling
Used simple charts and segmentation to show users how much they could save based on their actual spend—and how to take action.
Modular Design
Built reusable card components to allow the dashboard to scale with new categories, supplier programs, and personalized insights.
Re-Engagement Built In
Integrated prompts and dynamic alerts tied to new data, giving users a reason to return, recheck, and act every quarter.
Turning Spend into Strategy.
Turning Spend into Strategy.
What Does the Product Do?
Gives users a personalized, interactive dashboard showing estimated and realized savings, with nudges for next steps.
Project Overview
Elevate wanted to surface real-time value to members, increasing engagement and adoption of savings programs. Users needed clear, actionable data about their savings potential.
Kickoff & Collaboration
We kicked off with product and marketing to define goals and user stories. Ongoing design shares and feedback sessions kept us in sync with engineering and CX.
Problem & Assumptions
Users didn’t see immediate value or clear next steps in their dashboard. We assumed that more personalized, actionable savings data would boost engagement and satisfaction.
Process & Validation
Audited user analytics to spot where users dropped off.
Designed rapid prototypes showing prioritized savings and user-specific insights.
Partnered with marketing/CX for in-app nudges and lifecycle messaging.
Validated with A/B tests and user feedback.
Decision-Making & Feedback
We made decisions as a team, reviewing prototypes and feedback from both internal and external users. Retros and data reviews kept us improving.
Impact & Results
Engagement increased, with users spending more time on the dashboard and acting on suggested next steps. NPS and user feedback improved.
Reflection
Delivering clear value upfront is key. By putting actionable data at users’ fingertips, we turned passive members into engaged advocates.
“It was the first time a business owner said, ‘I didn’t know I could save this much—where do I sign?’”
New users are guided from onboarding to entering spend data and instantly see their personalized savings and actionable recommendations.
Business owners can easily edit vendor and savings information on the fly, making it simple to update data and keep projections accurate.
A series of savings page screens illustrates the iterative process of refining each detail for clarity, accuracy, and ease of use.
Mapping every touchpoint and stakeholder from registration to new user onboarding, ensuring seamless collaboration between business owners, customer managers, and marketing
Next case
See how I streamlined onboarding for Elevate by Principal.