Case Study SaaS / B2B Analytics 2024
Featured Project

Velox
Analytics

Full product redesign for a B2B analytics platform — turning a frustrating product into one users actually want to use.

Client
Velox Analytics
Industry
B2B SaaS / Analytics
Scope
Full Product Redesign
Timeline
8 Weeks
Users
12,000+ Active
Key Result: −28% churn  ·  +32% activation  ·  12K users
Redesigned Dashboard — Final State
4.1%
↑ +193%
+32%
↑ Activation
12,041
↑ MAU
3.2%
↓ −28% Churn
100%
76%
58%
41%
22%
The Problem

Good data.
Terrible experience.

Velox had something rare in the B2B analytics space: genuinely useful data. Their event tracking and funnel analysis was accurate and fast. But users kept churning.

The core issue wasn't the product — it was the experience. Users couldn't figure out what to do when they landed on the dashboard. The onboarding was a 14-step wizard that 71% of new users abandoned before completing. Navigation was structured around internal feature names nobody outside the company understood.

The product was losing users who actually needed it — not because the data was wrong, but because the interface made it feel inaccessible.

P01

Onboarding abandonment at 71%

The setup wizard asked for too much too early. New users hit a 14-step flow on day one before seeing a single insight from their own data.

P02

Dashboard disorientation

The default view showed 22 different metrics with no hierarchy. Product teams didn't know what to look at first, so they looked at nothing and logged out.

P03

Feature burial in navigation

Core workflows — funnel analysis, retention cohorts, user paths — were nested 3–4 levels deep inside a sidebar built around engineering terminology.

P04

Mobile was unusable

40% of users attempted to check metrics on mobile. The desktop-only design made this impossible, pushing users to competitor tools that had mobile-first dashboards.

Trial-to-Paid Conversion — Before
1.4%
Industry benchmark for B2B SaaS analytics is 4–6%. Velox was converting at less than a third of that rate.
Monthly Churn Rate — Before
4.4%
Most of the churn was happening in the first 60 days — the exact window where users should be discovering the product's value.
Onboarding Completion Rate — Before
29%
7 in 10 new users quit the setup flow before completing it. Without setup, the dashboard showed no data — making the product look broken.
Our Approach

Design for the
moment of value.

After three days of user interviews and session recording analysis, one pattern was clear: users who reached their first meaningful insight within 10 minutes almost always converted. Users who didn't, churned.

We called this the 10-minute activation window — and every design decision in the redesign was made to serve it. The goal wasn't a prettier dashboard. It was a faster path to the moment users think "this is actually useful."

Strategy 01
Compress Time-to-Value

Rework onboarding so users see real data from their own product within 3 steps, not 14. Front-load the payoff, defer configuration to later.

Strategy 02
Surface the Right Signal

Replace the 22-metric firehose with a smart dashboard that leads with the 3–5 numbers most correlated with the user's stated goal. Context over completeness.

Strategy 03
Navigate by Job, Not Feature

Restructure navigation around what users are trying to do — "Understand drop-off", "Track activation", "Monitor retention" — not around what the product technically contains.

Product Screens

Every screen
designed with intent.

From the dashboard to the onboarding flow — every view was built to move users toward a specific outcome.

Main Dashboard — Redesigned
Overview
Funnels
Cohorts
🔒 app.veloxanalytics.com/dashboard
Velox.
Overview
Dashboard
Users 12K
Analytics
Funnels
Retention
User Paths
Reports
Integrations
Settings
AK
Arjun K.
Pro Plan
Overview
+ New Report
🔔
AK
Good morning, Arjun ☀️
Here's what's happened since your last visit — 2 days ago
Sep 1 – Sep 30, 2024 ▾
Trial → Paid
4.1%
↑ +193% vs last period
User Activation
63%
↑ +32% vs last period
Monthly Active Users
12,041
↑ +1,284 this month
Monthly Churn
3.2%
↓ −28% vs last period
Activation Rate — 9 Month Trend
After Redesign
Target
Redesign ↓ Jan Feb Mar Apr May Jun Jul Aug Sep
Live Activity
Sarah Chen converted to Pro Plan
sarah@acme.com · 2m ago Paid
Marcus T. completed onboarding
marcus@stripe.io · 8m ago Activated
Priya R. created first Funnel report
priya@notion.so · 14m ago Active
James W. converted to Annual
jwilson@linear.app · 31m ago Paid
Mobile Experience

40% of users check metrics on mobile. The redesign delivered a fully responsive experience — not a compressed desktop view.

Good morning ☀️
Sep 30 · 12,041 active users
4.1%
Trial Conv.
↑ +193%
63%
Activation
↑ +32%
3.2%
Churn
↓ −28%
Activation Trend
Sarah Chen
Converted → Pro
+$99
Marcus T.
Activated today
Dashboard
Funnel Analysis
3 Alerts
Smart Alerts
Activation spike detected
Activation rate hit 68% — highest this quarter. Driven by new onboarding changes.
2 hours ago · Automatic
Funnel drop-off at Step 4
"Invite Teammate" step losing 37% of users. Consider simplifying the flow.
5 hours ago · Insight
Weekly digest ready
Your Sep 23–30 report is ready. Key highlight: +193% trial conversion.
Today · Scheduled
Smart Alerts
What We Built

Three areas.
Measurable impact.

01 — Dashboard Redesign

From data overload to decision clarity

The original dashboard showed 22 metrics in equal visual weight with no hierarchy. Users described it as "looking at a spreadsheet that doesn't tell me anything." We rebuilt it with a card-based layout that leads with the user's most relevant KPI and surfaces anomalies that need attention.

Design decision: Each user now sees a "Focus Metric" at the top of their dashboard — the single number most correlated with their stated goal. This is computed on first login and updates dynamically.
  • 22 default metrics reduced to 5 with progressive disclosure for power users
  • Anomaly detection callouts surface drops and spikes users would have missed
  • Comparison mode (this week vs last week, etc.) built into every card
  • Goal-tracking bar shows progress toward the metric the user cares about most
4.1%
↑ +193%
+32%
↑ Activation
3.2%
↓ Churn
02 — Onboarding Flow

14 steps down to 3

The original onboarding asked users to configure every setting before showing them anything. We inverted this completely: install tracking snippet → see first data → configure the rest at your own pace. Users now reach their first meaningful insight in under 4 minutes.

Design decision: We introduced a "demo mode" that populates the dashboard with realistic sample data the moment a user signs up. They can explore the full product immediately — setup happens in the background.
  • Step 1: Copy snippet or install integration — 30 seconds
  • Step 2: Name your first event — 1 question
  • Step 3: Dashboard auto-populates with real data
  • Progressive profile: Goals and team settings collected contextually over first 7 days
03 — Navigation Architecture

From feature tree to user goals

The old navigation was a taxonomy of features — 28 items across 6 top-level categories, all labeled with internal terminology like "Event Schema" and "Aggregate Builder." Users had to guess where to go. We replaced it with a goal-first sidebar that groups tools by what you're trying to accomplish.

Design decision: Each nav section is labeled with an action verb ("Understand Users", "Track Revenue", "Reduce Churn") — not a product category. Feature names are secondary, discoverable on hover.
  • 28 nav items reduced to 8 top-level items with contextual sub-menus
  • Pinned favourites — users bookmark their most-used reports to the top
  • Recents section shows last 3 viewed reports for fast context-switching
  • Search now surfaces reports, events, and users in one unified result
Before vs After

The transformation
at a glance.

Same product. Same data. Completely different experience — and completely different results.

Before Redesign — Dashboard overwhelmed users on first view
After Redesign — Focus metric first, everything else secondary
Old Dashboard — v1.0
22 Metrics — All Equally Weighted
29% of users completed onboarding · 4.4% monthly churn
Redesigned Dashboard — v2.0
Focus Metric — Personalised Per User
Your Goal · Trial → Paid Conversion
4.1%
↑ +193% since redesign · Target: 5% by Q4
63%
↑ Activation
12K
↑ MAU
3.2%
↓ Churn
Activation Trend · Last 6 Weeks ↑ Improving
81% onboarding completion · 3.2% monthly churn · +32% activation
Design System

Built to
scale consistently.

Every component was built as a reusable token — so the team can ship new features without breaking the visual language.

Color Palette
Background
#0B0F1A
Surface
#131825
Brand Blue
#3B6AFF
Success Green
#4ADE80
Alert Red
#F87171
Typography
Inter
Display · 800 weight
Used for all headings, metric labels, and UI hierarchy anchors.
Manrope
Body · 400 / 600 weight
All body copy, descriptions, and UI labels. 16px base, 1.7 line height for readability at scale.
Components
Buttons
Primary Action Secondary
Status Badges
● Improving ◆ Tracking
Data Card
Measured Outcomes

Results 90 days
post-launch.

Metrics measured from the same cohort of 12,000 users, 90 days before and after the redesign launch.

↓ Reduction
−28%
Monthly Churn Rate
4.4% → 3.2% monthly churn. Primarily driven by reduced early-stage abandonment in first 60 days
↑ Growth
+193%
Trial-to-Paid Conversion
1.4% → 4.1% — now within the top-quartile benchmark for B2B analytics tools
Product Metrics — Before Redesign
Before
Onboarding completion rate
29%
Trial-to-paid conversion
1.4%
Monthly churn
4.4%
Time-to-first-insight
18 min
Session duration (avg)
4m 12s
Support tickets / user / month
2.3
Product Metrics — 90 Days After
After
Onboarding completion rate
81%
Trial-to-paid conversion
4.1%
Monthly churn
3.2%
Time-to-first-insight
3m 40s
Session duration (avg)
9m 28s
Support tickets / user / month
0.8

"We had good data and bad UX. Designaps understood immediately that our product wasn't broken — our experience was. The redesign didn't just make things look better; it fixed the parts that were actively costing us revenue. Trial conversions tripled in 90 days."

AK
Arjun Kapoor
CEO & Co-founder, Velox Analytics · Mumbai

Your product
could do
this too.

Book a free 30-min strategy call. We'll show you exactly where your product is leaking activation and how to fix it.

No commitment. Just an honest look at your product.