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Preview of the personalized dashboard - modular widget layout.

Personalize an energy dashboard

In 2018, our product helped households equipped with solar, batteries or electric vehicles monitor their energy. I replaced a single, generic dashboard with a personalized experience based on the household profile, to make the data more useful and the value more visible.

Challenge

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

My role

OwnedContributed
DiscoveryProduct framingUX architectureInteraction designPrototypingUser testingDesign deliveryAnalytics reviewBusiness positioningWhite-label constraints

Year

2018

Timeline

4 months

Tools

Figma, Notion, Storybook, Zeplin, Illustrator

Understanding the problem

Methodology

User interviews
Behavioral analysis
Profile segmentation
Comprehension tests
Engagement analysis

Household energy profiles

34%

Consumption

only

27%

Solar

only

18%

Solar +

bat.

11%

Solar +

EV

10%

Solar +

bat. + EV

Households did not all have the same equipment level.

Bounce rate

48%

Share of sessions leaving the dashboard without interacting with its key elements.

Time spent on dashboard

41 sec

Average time spent on the dashboard per user session.

The single dashboard did not hold attention well enough.

Retention over time

100%
26%
9%
D0D7D30

Interest dropped sharply after the first discovery.

Motivation

Main motivation: savings

Households mostly consulted data that could explain concrete savings.

Interviews and engagement tests

How can we make the dashboard useful to different households primarily motivated by savings?

01

Friction

For users

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

Very different equipment

Strong savings motivation

Variable understanding

02

Friction

For the business

The product value became hard to demonstrate with a dashboard that was too generic or too technical.

Value barely visible

Limited engagement

Difficult differentiation

Exploration and Solution

01

Organize by need

Create dedicated sections: save money, understand consumption and track production.

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

User language

Goals more visible

Fragmented overview

Not very suited to hybrid profiles

Explored
02

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.

Immediate value

Needs better targeted

Sensitive configuration

Personalization to justify

Selected
03

Contextual progressive reveal

Keep one view, but progressively reveal the explanations and indicators that are useful.

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

Less costly

Improves understanding

Limited personalization

Problem less targeted

Explored

Check out the 3 key decisions I made

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.

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

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

Avoided cost

  • A view that was too generic
  • Modules that were not very useful

Accepted cost

  • A profile to explain
  • Variants to maintain

Control

Let users adjust it

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

Edit mode allowing users to change the dashboard widgets.

Edit mode allowing users to change the dashboard widgets.

Avoided cost

  • Frozen personalization
  • Needs poorly covered

Accepted cost

  • More interface states
  • More complex logic

Pedagogy

Translate energy data

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

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

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

Avoided cost

  • Data that was not understood
  • Value that was not visible enough

Accepted cost

  • More UX writing
  • Levels to manage

The impacts

Personalization improved the dashboard's key signals: initial attention, retention and perceived 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

Before

Bounce rate48%
Time on dashboard41 sec
Bounce rate36%
Time on dashboard54 sec

After

The dashboard held attention better from the first visit.

D7 retention

26%
34%

Before / After

More users came back after the first week.

D30 retention

09%
17%

Before / After

Interest held better after one month.

Module interactions

22%
34%

Before / After

Modules useful to the profile were consulted more often.

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
Personalize an energy dashboard - Quentin Gillon — Quentin Gillon