About the Project

This ATS dashboard is an onboarding and training platform designed to guide new agents from offer acceptance to their first sale. It combines structured journey stages, training content, tasks, progress tracking, badges, activity history, and support resources in one clear workspace.

Web Dashboard

Agent Onboarding

Training Platform

Challenge

The main challenge was turning a multi-stage onboarding process into a clear and motivating experience. New agents needed to understand what to complete next, track training progress, manage tasks, access resources, and stay engaged throughout licensing and sales preparation.

Our Process

Discovery

We explored the complete agent onboarding journey, required stages, training tasks, support needs, and progress milestones to define the dashboard structure.

Deliverables

User Needs

Business Goals

User Flow

Research

We reviewed employee onboarding, learning, and training platforms to understand effective patterns for progress tracking, tasks, achievements, and staged learning.

Deliverables

Competitors

UX Patterns

Market Study

UI/UX Design

We designed a structured dashboard with clear progress states, stage cards, activity updates, badges, training actions, and focused navigation.

Deliverables

Wireframes

UI Design

Design System

Web Dashboard Development

The experience was structured around onboarding stages, task completion, training modules, resources, achievements, activity history, and agent support.

Deliverables

Web App

CRM Workflow

Task Management

QA & Testing

We reviewed stage progression, task states, badges, navigation, training actions, and locked content to keep the onboarding journey clear and consistent.

Deliverables

Usability Test

UI Testing

Bug Fix

Results

The final dashboard gives new agents one organized place to manage their entire onboarding journey. Users can follow training stages, complete assigned tasks, monitor progress, earn badges, review recent activity, and understand exactly what comes next before becoming ready to sell.

Product types displayed: Outdoor lighting, lighted medicine cabinets & mirrors, kids room lighting, and bedroom lighting.

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Our Approach

We focused on making onboarding feel structured and easy to follow. Clear stage progression, visible completion states, focused actions, and achievement-based feedback help agents understand their progress while reducing confusion around training requirements and next steps.

Technologies

Figma

React

Tailwind CSS

5/5 Review

“The dashboard gave our agents a much clearer way to follow onboarding, complete training, and understand what comes next. Progress, tasks, stages, and achievements are all easy to track, which makes the entire onboarding process feel more organized and manageable.”

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ATS Team

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Whether you run a SaaS startup, a healthcare practice, a real estate business, or a growing service company, if you need a design and engineering team that ships well and stays in the relationship, we'd love to chat.
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Web Design

Product Design

Brand Identity

Mobile App Design

Web Development

MVP Development

Full-Stack Development

AI & Automation

A Dashboard For Smarter Agent Onboarding

About the Project

Challenge

Our Process

Discovery

Research

UI/UX Design

Web Dashboard Development

QA & Testing

Results

Our Approach

Technologies

Other Case Studies

Working on something? Let's talk.