Mastering SaaS UI and UX Design: Tips for Dashboards and Templates
UX Design
January 20, 2025
7 Mins Read
Illustration of SaaS UI/UX design concepts, featuring an infinity loop, checklist, and settings icons, representing dashboards and templates.

SaaS UI and UX Design: A Comprehensive Guide to Dashboards, Templates, and User-Friendly Interfaces

The surge in Software as a Service (SaaS) products has reformed the way businesses operate, offering creative solutions through cloud-based applications. At the heart of every successful SaaS product is an intuitive, functional and user-friendly SaaS UI design. Regardless of whether you are designing a SaaS product from scratch or creating a reusable template, it is necessary to establish a strong foundation of some fundamental principles before kicking off your project. We have created this guide to equip you with everything you need to know before beginning your journey. This article explores the key differences between SaaS UI and other applications, key principles and some practical tips to create a seamless experience that wows users.

Diagram showing SaaS (Software as a Service) concept with connected icons for various cloud services

Source : Aalpha Information Sytems

Why SaaS UI Design Matters

SaaS UI design is not limited to aesthetic appeal, it serves a functional purpose and can boost efficiency. A well-executed interface leads to easy navigation of complex features, improved satisfaction among users, and higher retention rates. Companies like Slack and Zoom have been successful in part owing to their intuitive and scalable SaaS interfaces.

Lead generation dashboard

Source: Image

Here are some benefits of effective SaaS UI design:

  • Increased User Engagement: Users spend more time using and exploring the product. This is a result of carefully planned ‘aha’ moments that causes users to interact further and discover more.
  • Reduced Learning Curve: When SaaS UI looks and feels familiar to users, they need to spend less time learning how to use it, increasing productivity. Users also feel confident while using a product with an intuitive UI, making them stay longer.
  • Boosts Conversion Rates: As mentioned in the aforementioned points, users spend more time with an intuitive product. Increased engagement significantly raises conversion rates, therefore promoting sales.

How is SaaS UX/UI Design different from Web UX/UI Design

The UX/UI design for SaaS differs from standard web design practices in several different ways. While there are some overlapping principles between the two, the key differences stem from the unique needs posed by SaaS platforms which often involve retaining users, complex workflows, and data-driven environments. Let’s look at them more closely.

1. Purpose and Audience:

SaaS UX/UI design is greatly focused on providing functional utility and increasing productivity. It is targeted towards power users or professionals who will rely on the software daily for performing specific tasks (eg. project management, analytics). Web UX/UI design, on the contrary, is primarily content-driven and aims to engage or inform visitors, often for marketing or e-commerce purposes. It prioritises visual appeal and branding to make the brand recognisable and drive conversions.

SaaS products are often built for users with different levels of expertise like admins, managers, and end-users. There is also a great emphasis on usability, scalability, and supporting efficient workflows.

2. Complexity:

SaaS platforms have to handle complex data through the use of dashboards and analytical reports while making them interactive. Thoughtful design is needed for multitasking workflows, customisable settings and more advanced features like role-based access.

Websites are far simpler in this regard as they usually focus on static or semi-dynamic content like pages, forms, and e-commerce projects. Web UX is usually straightforward and linear, aiming for higher engagement and simple navigation.

3. Onboarding:

SaaS platforms usually have a bit of a learning curve and require a well-thought out onboarding process. Tooltips, tutorials and walkthroughs are commonly used to help users learn and understand the complexities of the tool. Progressive disclosure is a commonly employed technique to avoid cognitive overload and overwhelming users.

Unlike SaaS UX/UI design, websites generally need little to no onboarding and are designed to be intuitive at first sight. Content hierarchy and layout lead the user towards desired actions.

Key Principles of SaaS UX/UI Design

Design system interface

Photo by Balázs Kétyi on Unsplash 

The foundation of a successful SaaS tool is its simplicity and ease-of-use. Users expect SaaS platforms to be straightforward, feature-rich and powerful in what they can do. You can achieve this by following a few simple tips:

Minimalist approach

Using minimalistic design elements helps keep the interface free of any clutter. Limit the number of primary actions on each screen and ensure consistency in typography, colours, and button styles.

Responsive Design

SaaS products are accessed from multiple devices with varying screen sizes. Ensure your UI adapts seamlessly to various aspect ratios and resolutions. If creating a template, test it on different devices. Use SVG format for icons and illustrations to avoid compromising on quality. Incorporate mobile-first design principles for UI elements like dashboards, charts and diagrams.

Data Visualisation

Dashboards, which are a common feature of SaaS products, handle large chunks of data. Make visualisation easy to understand through effective techniques. Use charts, graphs, and heatmaps wherever it is appropriate to do so. Highlight actionable insights with contrasting colours. Offer customisation options for advanced users. 

Enterprise SaaS dashboard example showcasing data visualization

Source: Image

Consistency

Visual consistency makes the brand instantly recognisable and makes users feel familiar with products. Consistency helps build trust with users, which is key to the success of a SaaS platform. Fonts, colours and iconography must align with the brand identity and remain consistent across all platforms and media. A cohesive design system is a great way to ensure consistent brand representation across different platforms.

Prioritize Accessibility

Incorporate features for accessibility, such as screen reader compatibility, keyboard shortcuts and language support. Test your product periodically to check for and address newer accessibility requirements and follow inclusive design practices.

With these basic principles in mind, you should have a solid foundation to build upon. These are crucial pointers for making a SaaS product that is accessible, inclusive and effective.

SaaS UX/UI Design Trends for 2025

Design trends keep coming and going in a cycle. The year 2024 saw several SaaS platforms offer generative AI features, 3D elements, AR and VR experiences, personalisation and minimalism. Include the following SaaS UX/UI Design trends to gain a competitive edge in the market:

Dark Mode

Dark mode setups were not very common a few years ago with fewer websites and apps offering it. However, we have seen the tide turn with a rise in dark mode becoming more prevalent, even being the default option in some platforms. Despite its growing popularity, dark mode is not just a visual trend; it reduces eye-strain and improves readability, especially in data-heavy SaaS dashboards.

Enterprise SaaS dashboard example showcasing data visualization

Source: DashdarkX Webflow SaaS Template

AI-Powered Personalization

Intelligent UIs that adapt to user preferences are becoming the norm. Features like predictive search, contextual suggestions, tailored content feed, actionable insights, and custom navigation are just some ways AI will drive user experience. Read more about how AI can revolutionize your SaaS product.

Micro-interactions

Subtle animations, like hover effects and button transitions, are already gaining popularity. Not only do they make interfaces feel more engaging and responsive, they also help distinguish between different component states and indicate progress. 

Voice and Gesture Integration

With advancements in technology, SaaS products are exploring voice commands and gesture-based navigation. They will help automate some core tasks, promote hands-free interaction and improve operational efficiency.

3D Interactive Elements

Incorporating 3D graphics adds depth and enhances visual storytelling, especially in SaaS tools aimed towards creative professionals. It helps captivate the user and improves engagement.

SaaS Dashboards

Dashboards have become a common aspect of SaaS platforms. They are efficient for visualising enormous amounts of data into simple and easy-to-understand visuals and are super handy for viewing analytical information at a glance. 

What Makes a Great SaaS Dashboard?

  1. Clarity: Avoid cluttering. Display only the most critical metrics.
  2. Customizability: Let users personalise widgets and layouts.
  3. Real-time Updates: Ensure data is refreshed dynamically to maintain accuracy and relevance.
  4. Responsiveness: Adapt dashboards for mobile and tablet users seamlessly.

 

SaaS Dashboard Templates

While it is fun to create new products from scratch, it is not necessary to reinvent the wheel. Templates are a great way to help check off UI design off your list. They are cost-efficient, easy to use and simple to maintain. They are perfect for small and large teams alike due to their scalability. Here are some popular ones to choose from:

  1. Material UI: Material has a robust library of components that integrate seamlessly with Figma. It is based on Google’s Material Design principles and can help you save time and avoid common UX/UI risks.
  2. Ant Design: Developed by the Chinese conglomerate Ant Financial, who own Alibaba, Ant Design is allegedly the second most popular React UI library on a global scale. What makes it a great choice is that it consists of rich and easily customisable components and like Material, it has a Figma integration too.
  3. Notion Dashboards: If your main goal is to simplify task management and team collaboration within your organisation, then Notion’s Dashboard templates may be the ideal fit for you. You can choose from a large number of community templates and see which one serves you best.

Best Tools for Creating a SaaS UI Template:

Depending on what your team needs, the best tool may vary. All tools have their own strengths and weaknesses so it is important to evaluate your team’s requirements before proceeding with one. Below, we have listed some popular ones for you to choose from:

  1. Figma: Figma is great for collaborative design and prototyping. It also has several integrations with other tools through widgets and plugins. Figjam and Developer Mode are very helpful for cross-functional teams.
  2. Sketch: Sketch is a go-to choice for vector based design. It has an intuitive interface and allows developers to export tokens for free. You can easily build a scalable UI library with Sketch.
  3. Zeplin: Zeplin is the perfect option for bridging the gap between design and development. It allows for a clear distinction between in-progress and ready-to-build components and easy maintenance of design systems.

Create Your Own Template:

If you feel you need more control and customizability, then templates may not be your thing. Creating your own template from beginning to end may appear to be a magnanimous task but not impossible if planned and executed thoughtfully. Follow these simple steps to ease the process:

  1. Define User Goals: Identify who is going to look at this dashboard and what metrics or actions are most useful to them. 
  2. Choose a Grid System: Frameworks like Bootstrap help create balanced and responsive layouts.
  3. Focus on Typography: Use readable fonts and limit the number of fonts you use. Maintain a clear hierarchy for headings and content.
  4. Iterate and Test: Gather feedback from real users and use those insights to refine your design.

Conclusion

In 2025, SaaS UI design will continue to prioritize user-centric, visually appealing, and functional interfaces. By adhering to core principles, staying ahead of design trends, and leveraging the right tools, you can craft experiences that drive engagement and loyalty.

Whether you’re building SaaS dashboards or fine-tuning your platform’s UI, the key lies in understanding your users’ needs and evolving with their expectations.

Embrace the power of well-thought-out SaaS interface design to ensure your product remains a cut above the competition.

At The Alien Design, we specialize in creating cutting-edge SaaS UI and UX designs tailored to your business goals. Let’s collaborate to craft interfaces that leave a lasting impression. Contact us today to bring your vision to life!

Currently documenting the journey of building a Product | Co-founder at Alien. I am passionate about the creative field, which led me to initiate my journey into business with a focus on digital products. Beyond my professional pursuits, I find solace in traveling and taking breaks from city life, often indulging in trekking adventures.

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