Improve Dashboard User Experience

Problem Statement

The current dashboard UI contains unnecessary friction and lacks visibility into drop-off points. This reduces activation rates.

User Story

As a business, I want to create my first invoice with the fewest possible steps so I can start billing immediately.

Definition of Done (DoD)

  1. Move tip to get started section to top.

    1. Rename the section to get Started.

    2. If everything is checked in the get started section, it should be hidden.

  2. The steps should be as simple as:

    1. Create customer

    2. Create product

    3. Create plan

    4. Create subscription

    5. Pay invoice

    6. Install and create a web subscription

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Upvoters
Status

Done

Board
πŸ’‘

Pelcro Product

ETA
Apr 13, 2026
Date

23 days ago

Author

Rana Haleem

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