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Case 3. Analytics and dashboards for U-Plast CRM

Case: analytics and dashboards for U-Plast CRM - statistics, filters and logging

The Challenge

To provide the customer with convenient tools for analysing user behaviour on the platform. Track the dynamics of work with projects (creation, saving, downloading). 3. Provide detailed statistics down to the specific user. Provide flexible filtering by date, region, activity. Reduce the load on managers by automating analytics.

Our Solution

Project: Development of analytics system and user dashboards within the "Visualiser" ecosystem for the manufacturer of siding and facade materials U-Plast.

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Project objectives

  1. To provide the customer with convenient tools for analysing user behaviour on the platform.
  2. Track the dynamics of work with projects (creation, saving, downloading). 3.
  3. Provide detailed statistics down to the specific user.
  4. Provide flexible filtering by date, region, activity.
  5. Reduce the load on managers by automating analytics.

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User activity dashboards

  • Number of registered users (by days/weeks/months).
  • Number of authorisations for the selected period.
  • Number of created projects with details - how many uploaded, how many downloaded, how many saved.
  • Average number of projects per user.
  • Ability to "drop" from the chart to the list of specific users with sorting and export.

Filters and sorting

  • By number of projects.
  • By date of registration and authorisation.
  • By region.
  • By activity (those who started using more or less during the period).
  • By number of days without projects.

Administration (User List)

  • Full list of users with columns: date of authorisation, number of projects, number of logins.
  • Quick sorting by descending/increasing (like in Excel).

Logging user actions

  • Project creation.
  • Editing a project.
  • Creating a contour.
  • Editing a contour.
  • Closure.
  • Saving a project.
  • Downloading the project.

Logging made it possible to track work steps and identify errors or bottlenecks in the user scenario.

Stages of development

Analysis and design:

  • Working with the customer to identify key metrics.
  • Designing dashboard structure and links to CRM.

Dashboards Development:

  • Implementing charts for registrations, authorisations, project creation and downloads.
  • Setting up filtering by dates and regions.
  • Ability to switch from a chart to a table of users.
  • Adding sorting and exportable tables.

Action Logging:

  • Implementing a system to record key user actions.
  • Integration of logs into dashboards for behavioural analysis.

Testing and Optimisation:

  • Checking that filters, sorts and exports are correct.
  • Final UX audit and visualisation refinement.

Total implementation time: ~ 50 hours for dashboards + 8 hours for logging

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Development Methodology

Kanban was used:

  • Tasks were divided into stages with constant prioritisation.
  • Dashboards and logging were implemented iteratively: the customer could immediately see the intermediate results.

Technology stack

  • Backend: Symfony (PHP).
  • Database: MySQL (storage of logs, statistics, users).
  • Frontend: React (dynamic visualisation of charts).
  • Analytics libraries: Chart.js / D3.js (interactive charts).
  • Data export: XLS/CSV generation.

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Why this particular stack was chosen:

  • Symfony provided fast integration with existing modules of the Visualiser project.
  • MySQL - optimal for storing large amounts of event data.
  • React + Chart.js - allowed to implement flexible and visual charts with the ability to "dip" into the data.

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Related projects: Case 1. U-Plast website, Developing calculator software, Case 2: House Visualiser for U-Plast

The Result

Developed a system of dashboards showing user activity in different sections. Filters and sorting by key parameters (region, date, number of projects) were added. Logging of all user actions was implemented to analyse behaviour and search for errors. The customer received a tool for quick analysis of the usage funnel: from registration → to downloading projects. The time of manual processing of statistics was reduced and the transparency of the system increased.