No aggregated dashboard view over added and individual Safes

[johannesmoormann]

Part 1: Define the problem

What problem are you trying to solve?

The sidebar in the web interface provides very limited information about the added Safes (only native currency balance) and the user is required to open each Safe to see if there are any pending actions or to access further information. The main interface right now either only shows information about the opened Safe or with the welcome page the option to add/create a Safe.

Problems a user with multiple added Safes faces:

No overview over transactions that require attention over multiple Safes

• Each Safe must be accessed individually and navigation to transaction queue is necessary -> time consuming and longer multisig process for collectively owned Safes
• Only 25% of web user use the mobile app with the ability to receive notifications
• /balances entry point for an individual safe provides very limited information about the Safe

No ability to group Safes into relevant categories

• 60% of persona interview participants manage more than 5 safes
• Here 33% and here 26% of users say they use the Safe for both work and personal funds
• To do: check if data available on no. of safes opened in one session

Safe Apps are not directly accessible or discoverable

No ability for the user to customize the /home experience to their own needs

• Heterogeneity of our users (individuals, companies, projects/DAOs) make it hard to build a one-fits-all interface

What is your hypothesis?

Implementing a (customizable) dashboard overview over all added Safes provides a much better user experience for users who own or follow more than one Safe leading to higher satisfaction and higher engagement (quicker approvals and executions).

What value does this bring to our customer and/or our mission? What is the goal?

• create an exciting /home SafeOS experience for the user that incites the exploration of opportunities for new and existing users
• increase the stickiness in terms of repeated usage and prevent the user from relying on third party interfaces outside of the SafeOS for actions that are not directly related to transaction signing and execution
• reduce the fractionalization of information that is caused by owning multiple Safes and multiple networks
• allows us to direct the users attention to strategically relevant gates with the current example of Safe Apps and potentially creates valuable digital property inside the SafeOS

How do we measure it?

• actions initiated from the dashboard
• conversion of users accessing /welcome page

Part 2: Shaping the problem

Problem Owner

@johannesmoormann

Non Goal(s)

Solution

Solution 1

EPIC: 5afe/safe-react#3693

Overview

The Safe Dashboard - Welcoming the user with the most relevant information over their SafeOS

https://gnosis-safe.io/app/home

The goal of the presented solution is to provide an entry point into the SafeOS experience that is able to provide transaction related information about individual Safe from your added Safe list, offer a modular entry point into Safe Apps and create digital real estate for future gates.

User survey:
https://docs.google.com/presentation/d/1iJrHUxtlEgKnONM-0mFEp8QFyh7DZsCz7tLecff8DCw/edit#slide=id.g60a1483d2c_13_796

Internal design workshop results
https://docs.google.com/spreadsheets/d/1rEIa4WtLHyBTv7HWnAjatX5koXf4MdhtkU2oOTTWocw/edit?usp=sharing

Rough Scoping & Timeline

Dashboard v1.0.

Viewing information about a single Safe inside the new /home interface.
Select any added Safe in the Sidebar to be displayed inside the dashboard.

Comment: The shaping phase was mostly focused on relevant information regarding the Safe(s) to be displayed in the dashboard, especially focusing on aggregated/grouped data. After a strategic discussion, we decided to shift the initial focus more towards Safe Apps in the dashboard, as they are the first potential gate to be enabled. Therefore the first version was reduced to a single Safe dashboard. This greatly reduces the backend dependency but also negatively affects the degree to which we are able to solve the addressed problems.

Components:

• Sidebar
• Overview with Avatar, Total asset (coins) value in USD, No. of Coins, No. of Collectibles
• Queued transactions with tx preview and total no. of pending txs
• Recently used Safe Apps
• TBD more space for Safe Apps apart from only recently used
• (optional) most recent transactions
• (optional) Gas fees for the network of the Safe

Dashboard v2.0. - not included for this roadmap cycle

All Safes and Grouped Safe dashboard with aggregated data

Default showing aggregated information about all added Safes in the dashboard, while still being able to select a single Safe.
Allowing the user to switch to a grouping section in the sidebar, where they are able to view the data for any group they created.

Risk(s), Key Trade Offs & Decisions

This project will

Concept Mocks

Ideation Wireframe
https://miro.com/app/board/uXjVOEAnO6E=/

Figma design prototype (Work in progress)
https://www.figma.com/file/Y9HUUDQzrbOtMpC3Nye3lt/Safe-Dashboard?node-id=2%3A27

Alternative solutions & ideas

Open Questions

[johannesmoormann]

Lukas: Focus on research for this cycle, as implementation might not be achievable.

[tschubotz]

Do we have number on which share of our users has more than 1 Safe added? I assume those users would be the most valuable ones since they are power users, still, important to keep in mind how many it would benefit most.

Also, just adding some related links:

• alphadash intends to build a defi browser
• https://zapper.fi/dashboard does a great job grouping accounts

[DmitryBespalov]

How much is Zerion safe app used? Is it possible to use Zerion as a safe app?

Here I added as a custom app and connected safe to that custom app via WalletConnect

[katspaugh]

@DmitryBespalov there's already a Zerion Safe App: https://gnosis-safe.io/app/eth:0xcA771eda0c70aA7d053aB1B25004559B918FE662/apps?appUrl=https%3A%2F%2Fapp.zerion.io

The goal of this problem statement though, is to improve the navigation in the Safe app itself and be a home page of your Safe. And to promote Safe Apps.

[rmeissner]

@DmitryBespalov the Zerion SafeApp is only visible on Mainnet

@katspaugh the question is also on the usage (e.g. how often was the zerion app opened). This should provide an indicator on if users are interested in such an overview. Even so we would have to look at this while considering that the discoverability of our Safe apps can still be improved.

[KristinaMayman]

Yes, the discoverability of Safe Apps is a significant issue. During my latest interviews, a couple of people named features they wish Safe had clearly not being aware that there are Safe Apps that do exactly that.