Polar user flows examples

User completes multi-step onboarding to create a sandbox organization by naming it, selecting default currency, agreeing to terms, and enabling mock payments testing

• Onboarding

Admin user starts from empty or populated team members settings, opens invite modal, enters email, handles validation error, submits, and confirms addition via success toast and updated member list

• Inviting teammates

Journey through revenue analytics dashboard applying date range, granularity, and product filters in sandbox mode

• Filtering & sorting

User opens date range and product filters on the Polar revenue analytics dashboard to view total, net, and cumulative revenue line charts across preset or custom intervals

• Filtering & sorting

User searches and filters the analytics events list using timeline, sort, customer, and metadata criteria in Polar's three-pane dashboard

• Filtering & sorting
• Searching

Viewing aggregate cost metrics including total costs, cost per user, and gross margin over selectable date ranges on the analytics dashboard in sandbox mode

Navigating empty customer list states in sandbox with search bar, filter options, and create prompts visible

• Filtering & sorting
• Searching

User opens a side drawer from the customer list to input name, email, external ID and optional metadata, handling validation errors before saving the record

• Creating

User configures basic product information, pricing model (one-time or recurring), currencies, benefits, metadata, visibility, and checkout settings in sandbox mode

• Creating

User fills Create Product Form in Polar sandbox, sets basic information, pricing model, currencies, benefits, metadata and visibility while encountering repeated validation errors on required name and price fields

• Creating