DocSend Spaces Analytics
Dropbox
DocSend started as a way to securely share a single document (e.g., pitch decks) with investors, but has since scaled its business efforts to compete in the Virtual Data Room (VRD) market with the launch of Spaces—DocSend’s own VDR feature available to new Advanced+ plan.
Breadth of work:
Co-led with product from defining product strategy and roadmap, to executing and shipping final product. Researched and explored data narratives and visualizations based on user needs and pain points. Conducted competitive analysis and design audit. Faciliated with other product teams to design cohesive experience across the platform, and help lead other designers for future phases of work.
Goal:
Launch a standalone analytics dashboard for Spaces to empower DocSend’s VDR users in making informed business decisions and strategies.
Experience objectives:
- Design a scalable and intuitive phased out dashboard experience
- Audit and define a consistent reporting language across DocSend
Business impact 2 months post launch:
- exceeded revenue target
- uptick in customers with a paid subscription, making Adv+ majority of new DocSend customers
- Free trial users who used the Analytics page: 15% conversion rate, as opposted to the 1% conversion rate for trial users who did not visit the Analytics page
