Sachin Rekhi

FEBRUARY 16, 2020

Over the years, I've built roadmaps in Powerpoint presentations, in Google Sheets, as well as in project management tools like JIRA and Asana. Inevitably I still re-create the high-level roadmap in presentations for All Hands meetings, exec reviews, and sometimes even customers. Execution: Metrics Dashboards.

Data Visualization 218

Data Visualization Product Research User Testing Reporting Tools 218

Userpilot

MAY 27, 2025

With a shared dashboard and content strategy, you can manage flows, tooltips, and updates without duplicating effort. Task lists and checklists: The tool presents guided checklists to nudge users through essential steps. Smart tips and tooltips: You can trigger real-time contextual hints tied to user actions.

Technical Review 93

Technical Review Onboarding KPIs Analytic Tools Data Visualization 93

UX Planet

JANUARY 22, 2025

Combined, these tools amplify the brands reach while reinforcing its core message across digital ecosystems. The user journey-from the first login screen to the advanced investment dashboard-must reflect the institutions identity. A modern digital financial brand isnt just about colors, logos and fonts.

Reporting Tools 98

Reporting Tools Feedback Software Finance Branding 98

Product Talk

JANUARY 24, 2024

Ben will then send a direct message to anyone who comments on or reacts to the post, asking them if they would be open to doing a quick Zoom interview. He sends one follow-up message to anyone who doesn’t respond to his first message. However, Ben shares that it’s taken time to refine his messaging for this type of outreach.

Research Software 298

Research Software Feedback Software User Testing Customer Experience 298

Intercom, Inc.

FEBRUARY 2, 2022

it might be a written document, presentation, data analysis, design, video, etc.). Depending on the output, the trailer can appear in different formats – from a one-page project overview to highlight reels, a dashboard, or designs. You’ve addressed your concept and problem, and planned the steps you need to take to create your output.

Data Visualization 220

Data Visualization User Testing Technical Review Magazine 220

The Product Coalition

DECEMBER 23, 2021

For instance, by deeply analyzing the needs of the clients with visual impairment, UX experts can choose the most vital aspects presented in the graph and provide their text description correspondingly. Thus, by simply providing text messages containing a brief process overview, it’s possible to warn users and make them stay.

Weak Development Team 187

Weak Development Team UX User Testing Technical Review 187

Intercom, Inc.

DECEMBER 17, 2018

If you have a physical product that’s frequently returned, you can start a visitor auto message on the return page with a link to your FAQs. If you have a software product, and customers frequently need help during setup, trigger an auto message in your Messenger during this process. A pricing page. Your signup process.

Research Software 217

Research Software Reporting Tools User Testing Feedback Software 217

Intercom, Inc.

AUGUST 18, 2021

Where to present an NPS survey. As with the mechanics, there are plenty of small differences in design of your survey message that can have a huge impact on outcome. Most NPS commentators advise companies to send the survey from a real person, and this mirrors Intercom’s own ethos that personal messaging helps build relationships.

Product Research 232

Product Research Data Visualization Customer Feedback User Testing 232

Intercom, Inc.

SEPTEMBER 10, 2020

Those risks can be fatal: Mark has found a 75% failure rate for both Series A and Series C startups (as he presented during his 2019 SaaStr talk.). I think that’s message-market fit. These are some of the inputs that businesses can put into a revenue cycle management (RCM) dashboard to understand if it’s scaling profitably.

Onboarding KPIs 226

Onboarding KPIs Customer Experience User Testing Weak Development Team 226

Product Talk

SEPTEMBER 4, 2024

Claire continues, “For the first time, we really only communicated in the Slack feature channels, without any direct messages. The slide below highlights the product trio’s achievements and areas of improvement when they presented to the engineering team in September 2022. She shares one example related to the filter experience.

Product Research 258

Product Research Onboarding KPIs CTO Coach Research Software 258

Intercom, Inc.

AUGUST 12, 2020

That painful choice ends today as we unveil an array of new features that range from advanced ticketing workflows to new Inbox views, from beefed-up Reporting dashboards to sophisticated asynchronous support. These are deep, powerful features that significantly uplevel the Intercom experience across the Inbox, Messenger, Reporting, and more.

Data Visualization 249

Data Visualization Reporting Tools Customer Experience Customer Feedback 249

The Product Coalition

APRIL 5, 2021

This will start up Airbyte on localhost:8000; open that address in your browser to access the Airbyte dashboard. In the top right corner of the Airbyte dashboard, click on the + new source button to add a new Airbyte source. Do accept if you agree and you will be presented with the below screen.

Data Visualization 152

Data Visualization Customer Experience Analytic Tools Webinar 152

UX Planet

MAY 1, 2025

For example, instead of merely presenting numbers, we can incorporate storytelling into the user experience, transforming each financial action into a personal goalsuch as saving for a vacation or a childs educationmaking the experience more relatable and motivating. Categorized Budgets: Present spending summaries by category (e.g.,

Banking 59

Banking Customer Experience User Testing Data Visualization 59

UX Planet

JUNE 1, 2025

Each phase of the AARRR funnel presents unique challenges that require distinct research approaches to generate actionable insights. Each phase of the AARRR funnel presents unique challenges that require distinct research approaches to generate actionable insights.

User Testing 59

User Testing Product Research Research Software Data Visualization 59

Intercom, Inc.

MAY 8, 2019

Thinking about your overarching onboarding messaging campaign may spark ideas about new tools to try or the activation of a new feature in a tool you’re already using. Present them to your team in the format that works best. How about videos? With these answers, you’re ready to upgrade your onboarding experience. (In

Data Visualization 171

Data Visualization Onboarding KPIs Analytic Tools Feedback Software 171

Reveal

JULY 11, 2022

A great embedded analytics solution can enhance data-driven decision-making and lead to improved outcomes with powerful, high-impact dashboards. Too often, unfortunately, valuable business data is obscured by a bad presentation. Dashboards and analytics are only useful when users can understand them. What is dashboard UI?

Data Visualization 52

Data Visualization Analytic Tools Dashboard Reporting Tools 52

Userpilot

MAY 27, 2025

A ShoutOut typically appears as a pop-up or modal in the center of the screen, while Banners are message bars anchored to the top or bottom of the screen. Unified web and mobile experience: With Userpilot, your team can effectively track user behavior across web browsers and native mobile platforms from a single, unified dashboard.

Software Review 76

Software Review Onboarding KPIs Data Visualization Analytic Tools 76

Userpilot

MARCH 30, 2025

Things seem great initially, but soon enough, you see your analytics dashboard showing a constant decline. Push notifications and in-app messages are a great way to bring users back to your app. Use in-app messaging to communicate with users In-app messaging can be a powerful engagement tool when done right.

Analytic Tools 52

Analytic Tools Feedback Software Customer Experience User Testing 52

Userpilot

JULY 23, 2024

Some of its key features include: Custom dashboards : You can effortlessly create custom dashboards to track metrics relating to your in-app product marketing campaigns, such as feature adoption rates , activation rates , upsell rates, etc. Track product growth metrics with a custom Userpilot dashboard.

Analytic Tools 105

Analytic Tools Research Software Data Visualization Reporting Tools 105

Userpilot

JANUARY 18, 2024

Looking for an effective in-app messaging tool and wondering if Userlane is the best option for your SaaS company? In this article, we’ll delve into precisely that – helping you determine whether Userlane is the ideal choice for your in-app messaging needs. Looking for a Better Alternative for In-App Messaging?

Analytic Tools 52

Analytic Tools Feedback Software Data Visualization Software Review 52

Userpilot

JANUARY 18, 2024

Looking for an effective in-app messaging tool and wondering if Userlane is the best option for your SaaS company? In this article, we’ll delve into precisely that – helping you determine whether Userlane is the ideal choice for your in-app messaging needs. Looking for a Better Alternative for In-App Messaging?

Analytic Tools 52

Analytic Tools Feedback Software Data Visualization Software Review 52

Userpilot

SEPTEMBER 1, 2024

Dashboards : These are customizable visual displays that provide a quick overview of your website’s performance. You can choose which engagement metrics and reports to include in your analytics dashboard , giving you a snapshot of the most important data at a glance. Product usage dashboard in Userpilot.

Data Visualization 102

Data Visualization Analytic Tools Research Software Reporting Tools 102

Userpilot

NOVEMBER 16, 2023

Looking for an effective in-app messaging tool and wondering if Intercom is the best option for your SaaS company? In this article, we’ll delve into precisely that – helping you determine whether Intercom is the ideal choice for your in-app messaging needs. Looking for a Better Alternative for In-app messaging?

Analytic Tools 52

Analytic Tools Feedback Software Embedded Analytics Data Visualization 52

Userpilot

APRIL 30, 2024

Mixpanel offers advanced user analytics , customizable reports, and an intuitive analytics dashboard. Slack helps to streamline internal communication with channels, direct messaging, and integration capabilities. Zendesk and Intercom offer customer support via in-app messaging , chatbots, and customer surveys.

Analytic Tools 104

Analytic Tools Feedback Software Data Visualization Reporting Tools 104

Userpilot

FEBRUARY 25, 2024

Looking for an effective in-app messaging tool and wondering if GainsightPX is the best option for your SaaS company? In this article, we’ll delve into precisely that – helping you determine whether GainsightPX is the ideal choice for your in-app messaging needs. Looking for a Better Alternative for In-App Messaging?

Analytic Tools 52

Analytic Tools Feedback Software Data Visualization Onboarding KPIs 52

Userpilot

SEPTEMBER 7, 2023

You should leverage customer data to trigger real-time communication, like personalizing your in-app messages and guides using segmentation. To collect both quantitative and qualitative data, you should use user surveys, event analytics , and dashboards to track core metrics. Feature performance dashboard in Userpilot.

Data Visualization 105

Data Visualization Customer Feedback Analytic Tools User Testing 105

The Product Coalition

APRIL 25, 2022

You can’t use them to present to stakeholders, and they’re a nightmare for collaboration. We are fans of their “Collect, Explore, Present” concept. Then theirslide generatoris great for any PM who gets anxiety when presenting to stakeholders. By presenting your progress and outcomes clearly and concisely.

Analytic Tools 174

Analytic Tools Data Visualization Feedback Software Research Software 174

Userpilot

JULY 29, 2024

Whether it’s customizing workflows, dashboards, or reports, the ability to tailor the tool to fit your product development process can significantly enhance your efficiency and effectiveness. Analytics dashboard : The analytics dashboard provides a comprehensive overview of all important metrics in one place.

Analytic Tools 105

Analytic Tools Feedback Software Research Software Data Visualization 105

Userpilot

FEBRUARY 29, 2024

Starts at $249/month and supports up to 250 survey responses per month, 10 user segments, 15 feature tags, a built-in NPS dashboard , and access to third-party integrations (except HubSpot/Salesforce). The account view in Totango allows business users to view all the customer insights from individual customers in one singular dashboard.

Data Visualization 105

Data Visualization Analytic Tools Feedback Software Reporting Tools 105

Userpilot

MARCH 30, 2025

Think: personalization, in-app messaging, gamification, personalized push notifications, etc. Userpilot ‘s mobile app performance dashboard. This hyper-specific targeting ensures you deliver the right message to the right user using the right language. We’ll explore all of these techniques in detail shortly.

Analytic Tools 66

Analytic Tools Feedback Software Download Onboarding KPIs 66

Intercom, Inc.

MAY 12, 2021

To enable teams to surface the right insights to power personalized support and engagement and be set up for success, we’ve launched a suite of new features to enhance messaging, reporting, analysis, and support automation within Intercom – all based on meaningful insights from you, our own customers.

Data Visualization 118

Data Visualization Customer Communications Reporting Tools Customer Feedback 118

Usersnap

DECEMBER 20, 2024

Marcin’ Insights: We all know itcustomers need to see your message at least three times for it to stick. To make an impact, you need to use different channels to grab their attention and repeat the message until it really sinks in. If its a new dashboard, show them how to find it, tweak settings, or view data more intuitively.

Data Visualization 52

Data Visualization Feedback Software User Testing Customer Feedback 52

Userpilot

MARCH 16, 2022

Showcase the core benefits of your product with in-app messaging. Both are effective ways to communicate with your users about new features, target specific user segments with relevant messages , and get your customers to engage with your product. Avoid overly long, meandering messages or product tours and cut to the chase.

Customer Experience 105

Customer Experience Data Visualization User Testing Customer Feedback 105

UX Planet

SEPTEMBER 26, 2024

This helps users focus on the message without extra confusion. Minimized cognitive load in Real Estate Dashboard Design Concept by Conceptzilla Chunking Information It is a way of organizing data into smaller, more manageable pieces or “chunks.” Progressive disclosure: Instead of presenting all info at once, reveal it gradually.

Data Visualization 98

Data Visualization Feedback Software Analytic Tools Research Software 98

Amplitude

NOVEMBER 9, 2020

Being familiar with your customers’ wants and needs, as presented through data, helps you build better products. They mostly track web activity in a dashboard. Being familiar with your customers’ wants and needs, as presented through data, helps you build better products. Foster Empathy Through Event-Based Data.

Data Visualization 90

Data Visualization Customer Feedback Customer Experience Analytic Tools 90

Userpilot

JULY 10, 2024

You can build banners, alerts, and in-app messages with Userpilot to offer system status visibility. Launch messages and trigger product announcements to keep the user up to date. Add in-app messages via banners. Example of user control and freedom from Userpilot In this example, a user is creating a customizable dashboard.

Customer Experience 100

Customer Experience Data Visualization User Experience Analytic Tools 100

Userpilot

JUNE 11, 2024

After the initial installation, the platform presents the next steps—integrating the bot and customizing the chat widget. The welcome screen in Salesflare’s onboarding process sets a positive tone with a friendly greeting and a clear message about the platform's value proposition. Kommunicate’s initial onboarding checklist.

Analytic Tools 104

Analytic Tools Feedback Software Data Visualization Onboarding KPIs 104