All notesDashboard UX · 3 min read ·

What a founder should see on their dashboard in 5 seconds

A dashboard home has one job: tell you what needs your attention, fast. Here's the 5-second check I use when I design or review one.

Moin HaiderUI/UX designer for SaaS & fintech dashboards

When I start a dashboard, I write its 5-second goal before anything else. For Recova, a failed payments dashboard I designed as a concept, it was: in 5 seconds, the user sees the money at risk and the customers to act on first. I checked every screen against that one sentence.

How to run the check

  1. Write down the one thing your user needs to know when they open the dashboard.
  2. Show the screen to someone for 5 seconds, then hide it.
  3. Ask what they saw and what they would do next.

If their answer matches your sentence, the home screen is doing its job. If they mention a chart title, a menu item or nothing at all, it isn't. It doesn't replace proper user testing, but it takes a few minutes and the answer is hard to argue with.

What I look for when it fails

In the audits I've done, the home screens that would fail it had one of these problems:

  • Everything has the same weight. Plausible shows six KPIs in identical cards, so nothing says "look here first".
  • The important list sits under a chart. RoboPandit's admin home opened with a revenue chart, and the things to act on were further down.
  • Numbers have no context, like a % change with no period next to it.
Top of Plausible's public dashboard with six KPI cards of equal weight
The top of Plausible's public dashboard before my redesign: six KPIs, all with the same weight.

One big number, then one list

Recova's Overview opens with one critical figure, $48,920 at risk this month, in the only red card on the page. Right below it is "Act on these first": five customers ranked by amount and risk. The trend chart and the failure reasons are quieter and further down.

Cadence, a project tool I designed, starts from a different user with the same idea. A team member's first question is "What should I work on today?", so that question shaped the dashboard.

I haven't run this check on Recova with real users yet. It's the first test I'd run.

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The work behind this note

Self-initiated · Fintech

Recova

A failed payments dashboard for SaaS teams: how much money is at risk, and who to act on first.

10 screens · 161 variables · 49 icons

View case study
Self-initiated · SaaS

Cadence

A SaaS project-management product, designed end to end on one design system.

19 screens · 81 tokens · 21 components

View case study

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