Post by
Nasir Uddin
August 7, 2023
Last Updated
April 6, 2024
UX Design

Everything we see and interact with around us is designed. This is what makes complex things simple and easy to understand for us. And it's not just about how things look; it's also about how they work and how they function.

With more abstract digital objects, the situation is identical. For instance, SaaS.  SaaS product design is concerned with the software's visual look, the user's path through product features, the reasoning behind each button's use, and other essentials. To ensure SaaS is equally visually appealing and user-friendly, you need to understand UX well. This statement leads us to the next question,

saas dashboard design

Why is UX Important for SaaS?   

Software as a service (SaaS) applications is among the most complex pieces of software that have ever been developed. It is a worthwhile effort that can result in major benefits to implement UX best practices for any SaaS platform, including the following:

  • Lower customer churn
  • Reduce the cost of developments 
  • Improve conversion rates
  • Streamlining the experience increases user speed (and thus satisfaction).
  • With assistance and support systems, you can eliminate user frustration.
  • Contextual dashboards and information be used to make more engagements. 
  • Improve retentions. 

This article will cover 5 best practices in detail on how you can improve SaaS design to make it more user-friendly for your users. 

ux importance for saas
Source: Dribbble Musemind SaaS

Design A Great On-boarding Experience

What you say will be forgotten by most people. People won't remember what you did to them. However, people will never forget how you made them feel. They will always remember it. The onboarding process helps you create that experience and sets your first impression.  

Wyzowl says that 63% of users depend on a good onboarding process to make important decisions after the sale. And almost 86% of customers stick with companies that teach them how to use a product. Hence, it is proven On-boarding can boost your business:                                                  

  • Make an excellent first impression.
  • Establish a positive connection with your clients.
  • Reduce churn and outperform the competition.

It is also essential to ensure that your customer onboarding strategy is not overpowering, confusing, or overbearing but instead blends effortlessly with your clients' work lives.

You Can Make a Pleasant On-boarding Experience by Ensuring The Following Points:

  • Create skippable login forms
  • Keep your directions to a minimum.
  • Communicate with other people in a human way, not like a machine.
  • Use animations while guiding directions
  • Provide real-time updates and notifications.
  • Provide demo videos for teaching and make clients aware of the functionalities.
  • Provide an efficient search tool. New users can get overwhelmed with many features and search tools that help them find what they want.

Simple Sign-Up And Registration Process

Going through multiple pages to join up or register may be time-consuming and tedious. As a result, delivering simple sign-up is one of the most critical parts of SaaS product design. Customers will be more likely to use the app if the registration procedure is simple. On the other hand, a complicated or time-consuming sign-up process will turn off clients.

When improving your registration process, don't forget to consider CTAs (calls to action). Potential users will be enticed by a strong call to action, and bold sign-up buttons will make it easier for them to register.

on boarding experience

How Can You Make The Registration Process a Little Less Boring?

  1. Emphasize the importance of registration and highlight the users’ benefits. You can write short and creative copy to motivate them for the procedure. 
  2. Arrange fields in the right order.  Clients are likely to skip the registration task if the form fields do not follow a logical order. For example, name, phone number, email address, and then the billing address, not card information first, then name and address. 
  3. Keep only the required form fields. Eliminate the unnecessary ones, or if you still need them, you can keep them optional. Forcing them to give too much information will discourage them from continuing. 
  4. Secure but reasonable password requirements. Mixing capitals and characters is fine, but be reasonable.
  5. Keep social sign-in options. This allows users to register for your site more quickly but also allows you to collect more accurate information on registrants.
  6. Identify and explain the error. It is usual for people to make typos when completing registration forms on your website. Do not just state that they made a mistake if a field is left blank. Explain the error and how to correct it.

Build Intuitive Information Architecture 

Have you seen Mailchimp? "Why Mailchimp?" is the first menu item you encounter. MailChimp is a SaaS startup, and one of its key goals is to demonstrate why you should use its product. You define your company's goals by defining your information architecture. The top-level menu elements highlight the information you want to spread the most.

SaaS apps can gain a great deal by enhancing their IA, enabling users to navigate easily and locate relevant content without effort. Even a well-designed product with multiple unique features can fail if users cannot locate all of the necessary information. Check more SaaS dashboard designs by Musemind.

So How do You Build a Better IA for SaaS Products? 

  1. Research and comprehend the user's objectives. Any product that isn't well-designed, useful, and visually pleasant will fail. No matter how fantastic the initial concept is, it's important to research and evaluate if the future product will satisfy users' wants and alleviate their pain points.
  2. Prepare content. It is essential to highlight that you should develop content concurrently with or even before the design phase. As stated previously, content and context play a significant role in information architecture. A product team should operate with an approximate website or application content volume.
  3. Build the product. Product success and user experience depend on the product team's ability to conduct usability testing, analyze the website or app's functionality and efficiency, and follow actual users' reactions.
  4. Feedback-driven iteration. Long-term feedback determines a product's success. User feedback helps uncover usability issues and develop improvements. Subtly change your website's layout. Too many changes at once make separating their consequences difficult.

Build Interactive Dashboards 

When a customer logs in to a SaaS platform, the dashboard is the first thing they see. As a result, you should invest considerable effort in optimizing the dashboard's design and user experience to ensure a good return on investment.

In Musemind, for smoothly managing tasks, we use ClickUp. It's the perfect example because the dashboard is interactive and interesting, making a delightful user experience. When you are trying to build a dashboard, first be clear about the purpose you are serving. Sometimes it can be confusing as a result; you might add too many or too few elements that users need. 

There are usually 3 types of dashboards:

  1. Analytical dashboards
  2. Strategic dashboards 
  3. Operational dashboards.

So What Makes an Engaging Dashboard? 

  1. Display KPIs that can be influenced by employees. You must select KPIs and metrics that employees can influence when developing your dashboard. This is crucial because if employees are repeatedly exposed to KPIs over which they have little control, they will be unmotivated to modify them.
  2. Build Customizable dashboards. Give users control over what they want over the display, for instance, specific KPIs or metrics, priority-based task updates, and customizable notifications. 
  3. Use different widgets to keep the dashboard visually appealing and also use conditional colors, allowing dashboards to be understood at a glance. Don't overdo with info-graphics; start with 3 max, then keep others optional. Also, keep different size fonts to understand the hierarchy of texts. 
  4. Provide solutions with contexts, especially when you are working with analytical dashboards. Sometimes, your users might not know whether the analytics you provided is good or bad or what they should do once they get the report. So when you provide solutions with context will raise their trust in you. 
crm dashboard design
Source: Dribbble Musemind SaaS

Provide Support to The Users 

Customers have questions. And they will always. This opens a two-way communication path. “Every customer interaction is a marketing opportunity,” says Stewart Butterfield, CEO at Slack. “If you go above and beyond on the customer service side, people are much more likely to recommend you.”. 

Also, if you have a custom system, you will be able to resolve issues quickly. This will keep them around and won't easily go to other platforms.  Also, try to get their feedback on their experience; this will help you understand their struggles and your scope for improvements. 

Here are some ways you can provide customer support based on their needs-

  • AI-driven chatbots will give customers what they want—customization—while also improving your app's user experience. Users will be able to find the answers they need without having to wait for a real person to help them.
  • Establish a Knowledge Base for Your Client. A knowledge base is a collection of information to which users can resort to solving problems. For instance, MailChimp's website has a help center with instructions on how to use its email marketing platform.
  • Make a single-control panel customer support. Customers will use your website and social media for help. Collecting all communications in a single dashboard allows your agents to see the SaaS user's support experience. Businesses can quickly respond to customers because they won't have to switch platforms.
  • To evaluate your users' satisfaction with your service, seek feedback from them and monitor the overall performance of your support team. It is beneficial to understand how your customer care team is performing and where they can improve.

Now that you know what steps you need to take, it's time to build one. You will face another challenge here: deciding which frame is best for you to work with. Choosing one frame among so many popular ones can be daunting, but fear not! The next section will also help you decide which one to choose!

Which Framework is Best for SaaS?

Because SaaS provides more flexibility, transparency, scalability, and simpler connection with third-party applications, the SaaS business architecture outperforms the on-premise model. However, with so many options on the market, product managers may find it difficult to select the finest SaaS application framework.

Here are Some Top Five Choices for You to Build and Develop Your SaaS:


The platform is a PHP-based SaaS platform with an open-source MVC architecture. It provides templating solutions as well as a large library and database of PHP web apps. Laravel is a strong and mature framework that is ideal for startups and new businesses.


Web development leverages Model-View-Template. Google, Youtube, and Instagram employ this framework to increase batteries-included functionality like authentication and messaging. As security is its major goal, it follows the COC and DRY patterns. Python gives developers the capability to create a secure website or framework.


Meta develops it, one of the most popular SaaS web development frameworks. The framework is a front-end JavaScript library that enables organizations and developers to design scalable user interfaces. Developers can use this library as a framework while adding other tools. Also, developers rely on it because they can quickly construct complicated interfaces.


The frontend framework Angular is popular. Developers like this framework's ease of use. Angular is the third most popular web framework, according to Stack Overflow. Angular includes advanced SaaS development tools like HTML, CSS, Typescript, Karma, Mocha, Visual Studio, etc., making the process and program compilation easier.


Django is the greatest framework for generating powerful SaaS products with a clean, rational architecture for speedier development. It has 64.6k GitHub stars and over 80k websites that use Django. Django lets developers focus on app coding without web development. 1,000,000+ developers like it in 2022. Django builds large data-driven websites and Android apps.


One thing you need to keep doing is iterations! There will always be room for improvement. To stay competitive and ahead, you must come up with the most user-friendly solutions and new features. Mankind a dashboard, or for the first time, can be pretty challenging. The practices mentioned will help you to create an engaging one.  And if you need help, we are here to help you! You can just contact us here!

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Nasir Uddin
CEO at Musemind
Nasir Uddin, Co-Founder and CEO at Musemind, brings over a decade of experience in dynamic UX design. With a background at prestigious companies like Panther, On Deck, Microsoft, and Motley Fool. His leadership has transformed Musemind into a trusted destination for comprehensive product design solutions.
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