It is critical to understand that the startup's value proposition is a service that converts Financial organizations models using AI to make valuation and risk sensitivity calculations 1 million times faster. The product/sales demo is vital for the sales workflow for organizations to see the impact visually.
The goal of the demo is to display the power of the engine and not the platform. The platform would act as the key sales tool that takes a concept to reality.
The team had a quick dashboard whipped together, which was successful, and now we wanted to take it a few notches up with conferences approaching and key prospect meetings.
We also reviewed dashboards that our end-customers use today
Modular Dashboard
4K to iPad screens
Colour blind
With that in mind, we gravitated towards utilizing Carbon design due to exceptional documentation and sketch/react files.
Widgets
Widgets are the cards or tiles that are placed on the dashboard to house the specified data.
Page structure
Depending on the device size the number of columns and rows would differ. Mobile would have multiple rows(due to scrolling), desktop 2 rows(no scroll) and Max screen 3 rows(no scroll) to maximize screen real estate.
Recursive Grids
When creating page layouts for the dashboard. The page utilizes recursive grids to allow a multitude of layout options.
Widget Anatomy
Widgets will always have a header and body section.
Widget Dimensions
All widgets should be test on the minimum(1x) dimension and then developed for larger dimensions.
The majority of UI elements used in the platform are grey-tones and would not require any changes for colourblindness. The colours that are not understandable are reds and greens. Once the user selects the accessible settings it would convert the green colours to blue colours.
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