SaaS & dashboards

Dense, fast tools for power users — CRM consoles, live analytics, automation builders, support desks and leadership dashboards.6 designs · by Advorize

Discuss your saas project
Data-dense tables and dashboardsWorkflow and automation buildersAI-assisted features people trustRole-based viewsOnboarding and empty statesDesign systems that scale

01 — Dashboards · CRMDesigned by Advorize

Accounts console

Two hundred accounts, one screen. Segment tags, owner, pipeline and win probability sit in a single row so a sales-ops lead can scan, select and re-assign in bulk without opening a record.

app.northwind.example/crm/accounts
CRM / Accounts

Accounts 218

Sort Pipeline valueOwner AllStage AnyActivity 90 daysRegion EMEA+ Filter
AccountSegmentsOwnerOpen dealsPipelineWin probabilityLast activity
3 selected·
What it delivers✓Sales ops handles hundreds of accounts in one screen instead of ten tabs✓Bulk actions turn hours of admin into minutes✓Pipeline risk visible without building a report
DO
In real life · user scenarioDaniel, sales-ops leadOwns territory planning for 200 accounts
Before

Exported the CRM to a spreadsheet every Monday to see which deals were at risk and who owned what.

With this design

Filters, selects twelve at-risk accounts and reassigns them in under a minute, without leaving the console.

ADensity with rhythm

36px rows and tabular numbers keep 12 accounts in view without the table turning into noise.

BProbability as a meter

Ten segments read faster than a percentage, and the colour shifts as a deal warms up.

CBulk bar on selection

Actions appear only when rows are selected, floating where the eye already is.

02 — Dashboards · AnalyticsDesigned by Advorize

Live operations

The control-room view for fulfilment. Every KPI carries its own 14-day trend, the main chart separates orders from returns and backorders, and a live feed shows exceptions as they happen.

app.northwind.example/ops/live
Operations / Live

Fulfilment — all sites Live

Order volumedaily, all channels OrdersReturnsBackorders

Exceptions feedlast 15 min

Throughput by siteorders shipped today vs target

What it delivers✓Problems spotted while they can still be fixed, not in next week's report✓One control-room view for every site✓Fewer escalations — exceptions route to the right person
AB
In real life · user scenarioAnita, head of fulfilmentRuns five warehouses across Europe
Before

Learned about a missed carrier pickup from an angry customer email the next morning.

With this design

Sees the exception in the live feed within minutes and reroutes the parcels before the cut-off.

ATrend inside the number

A sparkline in every KPI answers "is this normal?" before anyone asks.

BGlow for live data

On a dark canvas, a soft glow marks the series that update in real time.

CExceptions, not events

The feed only shows what needs a human — a late carrier, a short pick, a failed payment.

03 — Dashboards · AutomationDesigned by Advorize

Automation builder

Accounts-payable teams build their own invoice workflow: capture, extract, three-way match, then either post automatically or route to a person. No tickets to IT, and every rule is readable at a glance.

app.northwind.example/automation/invoice-intake
Automation / Workflows

Invoice intake Published

1,284 runs this month · 91% straight-through
Triggers
⚡Email received
⇪File uploaded
AI
✦Extract fields
✦Classify document
Logic
⇄Match records
◇Branch
Actions
✓Post to ledger
→Assign to person
Step 3 of 6
Three-way match
Compares the invoice with its purchase order and goods receipt before anything is paid.
Purchase order + goods receipt
± 2.0 %
0 units
Flag duplicate invoices
Hold if vendor bank details changed
Last 30 days: 1,168 matched · 116 routed to a person
What it delivers✓Finance teams automate their own processes without IT tickets✓Straight-through processing on most invoices✓Every rule is readable, so audits are easy
PK
In real life · user scenarioPavel, accounts-payable leadProcesses 1,200 invoices a month
Before

Keyed every invoice by hand and checked it against the PO and goods receipt in two other systems.

With this design

Built the workflow himself; nine in ten invoices now post on their own and he reviews only the exceptions.

AColour by step type

Triggers, AI, logic and actions each have a hue, so the shape of a workflow reads from across the room.

BNumbers on the wires

Each branch shows how many invoices took it — the canvas doubles as a report.

CPlain-language inspector

Every setting explains itself in one sentence; finance users never see an expression editor.

04 — SaaS · Customer supportDesigned by Advorize

Relay support desk

A shared inbox for support teams: conversations from email, chat and WhatsApp in one queue, SLA timers you can feel, and AI-drafted replies that agents edit rather than write.

app.relay.example/inbox
Open · 38Mine
Kestrel Logistics12m left
Invoice shows wrong VAT number for October
WhatsAppBilling
Arbor Clinics48m
Can we add 3 more seats mid-contract?
EmailSales
Pike & Rowe3h
Export to CSV times out over 10k rows
ChatBug
Osprey Hardware5h
How do I reset 2FA for a teammate?
EmailAccount
Invoice shows wrong VAT numberSLA 12mAssignMerge
MO
Maria Ortiz · Kestrel
via WhatsApp · 09:12

Hi, our October invoice INV-21002 has our old VAT number. Finance can't pay until it's corrected 🙏

✦ Suggested reply

Hi Maria — sorry about that. I've reissued INV-21002 with VAT number NL8612.33.B01 and voided the old one. The corrected PDF is attached; nothing else changes on the payment terms.

Reissue invoice action ready
Kestrel Logistics
Growth plan · 42 seats · since 2023
MRR
€3,780
Health
Good
Open tickets
2
CSAT (90d)
4.7
What it delivers✓Faster first replies with AI drafts agents approve in seconds✓SLA breaches prevented — the queue sorts itself by urgency✓Every channel in one inbox, so nothing falls through
JP
In real life · user scenarioJamie, support agentHandles 60 conversations a day across channels
Before

Switched between email, chat and WhatsApp tabs and breached SLAs without noticing.

With this design

Works one queue sorted by urgency and sends an edited AI draft in seconds.

AUrgency is a colour and a clock

SLA timers turn amber then red, so priority never depends on reading.

BDraft, not autopilot

AI suggests; the agent sends. Trust stays with the team.

CCustomer context alongside

Plan, value and health beside the thread change how an agent answers.

05 — ERP · LeadershipDesigned by Advorize

Executive overview

One overview, three lenses. Switch between CFO, COO and Sales views and the KPIs change to what that role reports on — try it. AI-written insights on the right explain the movement and link to the fix.

app.northwind.example/executive
Thursday, 15 October

Good afternoon, Elena

Revenue vs expenses€k, last 12 months RevenueExpenses

Insightsupdated 08:00

What it delivers✓Faster, more accurate picking on the warehouse floor✓Usable with gloves on — fewer mis-taps and errors✓Minimal training for seasonal staff
What it delivers✓Leaders get their numbers without asking an analyst✓Insights arrive with the next action attached✓Board packs exported in one click
EV
In real life · user scenarioElena, CFOPrepares the board pack every quarter
Before

Asked an analyst for the same numbers every month and waited two days for them.

With this design

Switches to her CFO view, reads three written insights, and exports the board pack herself.

ARole lenses

Same data model, different first screen — leaders never wade through someone else's metrics.

BInsights end in a link

Every AI note names the cause and a next step, so it's a to-do list, not a commentary.

CBoard-pack ready

The layout prints to A4 landscape as-is; export is one click from the header.

06 — Web · SaaS landing pageDesigned by Advorize

Ledgerly

A marketing site for an accounting automation product. The headline states the outcome, the product shot proves it, and pricing is on the same page — because finance buyers want the number before the demo.

ledgerly.example
New · AI bank reconciliation →

Close the books in hours,
not weeks.

Ledgerly matches every bank line to an invoice, flags what doesn't fit, and hands your accountant a clean month — automatically.

Start free trialBook a demo
14-day trial · no card required
Matched1,168
Needs review23
Days to close2.4
Hollis Packaging BVINV-20931Matched€4,820.00
Ferro IndustrialINV-20944Matched€18,400.00
Unknown — "STRIPE PAYOUT"—€2,310.55
Delta FastenersINV-21002Matched€960.00
Trusted by finance teams atNORTHWINDHalden RetailKESTRELvale&coOsprey
⇄Auto-matching

Bank lines matched to invoices with 98% accuracy, learning from every correction.

⚑Exceptions inbox

Only the lines a person needs to see, with a suggested fix for each.

↧Accountant-ready

Export to Xero, QuickBooks or DATEV with one click at month end.

Starter€29/mo

1 bank account
500 transactions

Start free
Growth Most popular€89/mo

5 bank accounts
5,000 transactions
Exceptions inbox

Start free
ScaleCustom

Unlimited accounts
SSO & audit log
Dedicated manager

Talk to sales
What it delivers✓More qualified demo requests: outcome-led headline and pricing on page one✓Product proof above the fold shortens the sales cycle✓A page marketing can extend without a designer
RK
In real life · user scenarioRina, CFO of a 60-person companyEvaluating accounting tools between meetings
Before

Read five vendor sites that all said "streamline your workflow" and never mentioned a price.

With this design

Understands the outcome in one headline, sees a real product screen, and knows the price before she books a demo.

AOutcome as the headline

"Close the books in hours" is what a CFO repeats in a meeting; the feature list comes second.

BProof above the fold

A real-looking product shot, including a messy "Unknown" line, makes the claim believable.

CPricing on page one

Finance buyers qualify themselves on price; hiding it costs more leads than it protects.

Keep exploring

More of our work

Every category and industry page has its own set of designs. Pick the one closest to what you are building.

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FAQ

Frequently asked questions

Straight answers to what people ask most before starting a design project. Can't find yours? Write to sales@advorize.com — every enquiry is answered within two working days.

What is SaaS UI/UX design?

Designing software-as-a-service products: dashboards, data tables, onboarding, settings, billing and the workflows users repeat every day. Good SaaS design reduces churn because users reach value faster.

How do you design complex dashboards without clutter?

We start from the decisions each role makes, show only the numbers that drive them, put trends inside KPIs, and move everything else one click deeper.

Can you design AI features users will trust?

Yes. Our pattern is "suggest, don't act": AI drafts or recommends, the user approves, and the source of every suggestion is visible.

Do you create a design system for SaaS products?

Yes — tokens, components and patterns in Figma, mapped to code, so new features stay consistent as the product grows.

How do you improve SaaS onboarding?

We find the first moment of real value, remove every step that doesn't lead to it, and design helpful empty states instead of tours people skip.

Can you work with our existing engineering team?

Yes. We hand off specs, tokens and components your team can build from, and run design QA during the build.

All designs on these pages are by the Advorize design team. Company names, people and figures shown inside the screens are illustrative.