B2B2CDashboardPersonalizationWhite-labelEnergy literacy

A personalized dashboard by household profile

We were offering the same dashboard to all households, whether they had a solar panel, a battery or just a socket.

I built an experience that adapted to each household's profile: equipment, goals and level of understanding, so that the displayed data would make sense to the person reading it.

Preview of the personalized dashboard - modular widget layout.

Context

I led

DiscoveryProblem framingPrototypingUX flowsCross-team alignmentTests & impact

Team

Product - Engineering - Grand compte clients - Sales

Challenge

Make energy data useful to every household, whatever their equipment or level of understanding.

Year

2018

Timeline

4 months

Tools

Figma, Notion, Storybook, Zeplin, Illustrator

Result
Personalized dashboard - overview of the key screens.

Frame the problem

The existing dashboard before personalization — same layout shown to all households regardless of equipment or goals.

Problem - Household users

Households did not have the same equipment, goals or level of energy understanding.

Exploration and Solution

Organize by need

Create dedicated sections: save, understand consumption and track production

Wireframe of a dashboard organized by user needs: save money, understand consumption and track production.

Promise

User language and goals more visible

Reasons for dropping

Some intentions were still not resolved

Explored

Personalize by profile

Generate a dashboard adapted to the household's equipment, goals and level of understanding

Wireframe showing a household profile generating a personalized dashboard.

Promise

Response adapted to every household

Accepted risk

A more rigorous onboarding to design

adopted solution

Progressive reveal

Keep a single view, but progressively reveal useful explanations and indicators

Wireframe of a single dashboard view with progressive levels of explanation.

Promise

Quick to set up and non-invasive

Reasons for dropping

It solves comprehension levels but not setup differences

Explored

Key decisions

Personalization

Adapt the dashboard to the household

Because the same dashboard could not be useful to households with different equipment, motivations and levels of understanding.

Avoided cost

A view that was too generic

Avoided cost

Modules that were not very useful

A profile to explain

Accepted cost

Variants to maintain

Accepted cost

Energy profile generated from onboarding, with motivations, equipment and level of understanding.
Control

Let users adjust it

Because an initial profile could help at the start, but should not lock users into a frozen configuration.

Avoided cost

Frozen personalization

Avoided cost

Needs poorly covered

More interface states

Accepted cost

More complex logic

Accepted cost

Edit mode allowing users to change the dashboard widgets.
Pedagogy

Translate energy data

Because households were not looking for raw data, but for a clear explanation of their consumption and savings.

Avoided cost

Data that was not understood

Avoided cost

Value that was not visible enough

More UX writing

Accepted cost

Levels to manage

Accepted cost

Transformation of raw energy data into understandable messages for the user.

The impacts

Personalization improved the dashboard's key signals: initial attention, retention and understanding of value.

  • The first visit became more relevant

    with lower bounce and more time spent on the dashboard

  • Interest held better after discovery

    with D7 and D30 retention increasing on personalized profiles

  • Value was better perceived

    with savings-related modules consulted more often

Temps nécessaire pour obtenir une réponse

The dashboard held attention better from the first visit.

Bounce rate

48%
36%

Time on dashboard

41 sec
54 sec
Usage data over 3 weeks~550 sessions

D7 retention

More users came back after the first week.

26%
34%

D7 retention

Cohort analysis over 12 weeks~550 sessions

D30 retention

Personalized profiles maintained interest better after one month.

09%
14%

D30 retention

Cohort analysis over 12 weeks~550 sessions

Module interactions

Modules useful to the profile were consulted more often.

22%
34%

Module interactions

Usage data over 3 weeks~550 sessions

Retrospective

Design one view for everyone

DON'T

Adapt the visible value to the user's context

INSTEAD

Organize the interface around the product

DON'T

Organize it around what the user is trying to understand

INSTEAD

Measure only global engagement

DON'T

Compare signals by profile, module and usage moment

INSTEAD

Other projects

A personalized dashboard by household profile — Quentin Gillon