New Chart and Dashboard Library

netlex CLM

My role
UX/UI Design, User Research, Wireframing, Prototyping and Usability Testing

Team members
Thais Muchon (Product Manager),João Lima (Tech Lead),Gustavo Souza (Developer)

Tools
Figma, Miro, Mixpanel

Created in 2025, the new chart and dashboard template library replaced the previous chart system, which was originally designed only to generate graphs from templates for legacy platform clients.

We expanded the library from 12 to 48 chart types, and users can now create five different dashboard templates, covering a wide range of use cases.

Project duration: 1 month and 25 days

Problem Statement

The previous experience in netlex’s Intelligence area (data intelligence) provided low autonomy for end users when creating dashboards and charts.

This limitation created a strong dependency on the internal team to generate essential reports. At the same time, the legacy chart library did not support next-gen data types, restricting its use and preventing the platform from expanding its analytical capabilities to serve all client profiles.

User Interviews

Key insights

Lack of clarity in how charts are built

Difficulty understanding chats properties and filters

Feeling of complexity and uncertainty




Strong dependency on internal support




“When creating charts, we know the basics, but when we try something more detailed, we get lost.”

Stakeholder

“Clients struggle to understand which properties to use and how to drag them to build the charts they want.”

netlex Customer Sucess

Solution Highlights

User Autonomy
The new interface allows users to quickly create charts and dashboards without needing support from the internal team.


Ready-to-use templates
 Templates are organized by use case to make analysis easier:

  • Workflows (Efficiency)

  • Documents (Volume)

  • Activities

  • Signatures

  • Legal

Unified Design
 The library was designed for both legacy and next-gen users, ensuring consistency across the platform.


Real Impact.

Increased Engagement and Adoption


After the launch, library usage increased by approximately 73%, indicating higher feature adoption and improved user autonomy.

Learnings

Research-driven decisions
Mental model mapping and usability testing were essential to simplify the experience.

Adaptability during the process
The idea of enabling full dashboard creation emerged during development, requiring scope adjustments and reprioritization.

Cross-functional collaboration
Strong alignment between design, engineering, and product (including the design chapter) was key to delivering a cohesive and scalable solution.