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Open Estate · Senior Product Designer · 2025

Client Dashboard — Decision Centre

The dashboard's command hub for wishlists, AI comparison, market signals and invest/withdraw actions — helping investors decide which asset to act on next.

Client Dashboard — Decision Centre — case study preview
Overview

The Decision Centre helps investors answer one question: “I own multiple assets — which one should I act on, and what should I do?” I designed it as the command hub for wishlists, AI comparison, market signals and invest/withdraw actions, within the broader OpenEstate dashboard I designed in full (Portfolio, Wallet, Messages, Rewards, Settings) — this case study focuses on where the real UX challenges live.

The challenge

Most dashboards show what you own. None show what to do next. Investors needed side-by-side property comparison, real-time market signals instead of raw data, and direct invest/withdraw action without context switching — with data overload and decision paralysis as the ever-present risk.

Users & jobs
UserNeed
ComparerCompare 2–4 properties side-by-side.
Portfolio ManagerWithdraw yield from winners, reinvest.
Signal SeekerBullish/bearish trends + regional intelligence.
Key UX decisions
DecisionWhy
Wishlists as comparison engineUsers save properties from Marketplace, compare later without restarting.
Three-tab Market InsightsPrice Movement + Regional Signals + Actionable AI insights — signal, not noise.
Inline comparison tableAll metrics visible at once; “Add Another Property” keeps the workflow open-ended.
Action modals inside Decision CentreInvest More / Withdraw Yield — no leaving the analysis view.
Projected Impact previewShows the future state (e.g. +$5.0M capital growth) before the user commits.
Visual highlights
  • Bullish/Bearish badges for instant orientation.
  • An AI-powered “Choose Your Winner” recommendation.
  • Min/max validation on withdrawals to prevent errors.
Open Estate Client Dashboard — wishlists and withdraw-yield modalOpen Estate Client Dashboard — wishlists and withdraw-yield modal
Outcome
MetricResult
Time to compare 3 properties~8 min → ~2 min
Withdrawal errors~40% reduction
Wishlist usage#2 module after Portfolio
Reflection
Worked

Separating analysis (compare + insights) from action (invest/withdraw) reduced cognitive load.

Next

Add confidence indicators to AI insights, and optimize the comparison table for mobile.

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