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Rethinking a fintech dashboard nobody logged into

Oct 30, 2025

This fintech dashboard tracked every metric the team could think of and answered none of the questions customers actually had. Usage was low and getting lower, and the response so far had been to add more charts.

Working sessions with actual customers reframed the dashboard around three questions people asked every Monday morning, and quietly dropped everything that did not serve one of those three.

Weekly active use tripled without a single new data source. Everything the redesigned dashboard needed was already being collected, it just was not organized around a real question.

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