Analytics & Reporting

Your Data,
Your Dashboard

Designing a flexible dashboard builder that empowers non-technical users to create custom analytics views from any data source.

Dashboard Builder Screen
Scroll
01
About This Project

Democratizing data visualization for everyone

This project focused on designing a no-code dashboard builder that enables business users to create, customize, and share analytics dashboards without requiring technical expertise or developer resources.

Organizations sit on valuable data but often lack the resources to build custom dashboards for every team. Our goal was to put dashboard creation in the hands of the people who understand the data best: the business users themselves.

02
Project Overview

The details at a glance

Platform Web
Industry Analytics, SaaS
My Role Product Designer
Team 2 Designers
03
The Objective

What we set out to achieve

Design a dashboard builder powerful enough for data analysts yet simple enough for marketing managers.

The platform needed to balance flexibility with simplicity: offering enough customization to handle diverse use cases while maintaining an interface that doesn't overwhelm users who aren't data professionals.

04
Key Responsibilities

My contributions to the project

  • 1
    Widget Library Design Created extensible library of charts, tables, and KPI widgets with consistent styling
  • 2
    Drag-and-Drop Builder Designed intuitive canvas with grid snapping, resize handles, and layout templates
  • 3
    Data Connection Interface Created visual data mapping tools for connecting widgets to data sources
  • 4
    Sharing & Permissions Designed dashboard sharing with view/edit permissions and embed options
  • 5
    Mobile Responsive Design Created adaptive layouts that automatically optimize for different screen sizes
05
Business Goals

Aligning design with business objectives

GOAL 01

Reduce IT Dependency

Enable business teams to create dashboards independently, reducing the backlog on development resources.

GOAL 02

Increase Data Adoption

Make data accessible and actionable for non-technical users across the organization.

GOAL 03

Standardize Reporting

Provide consistent visualization standards while allowing customization for specific needs.

06
Research & Discovery

Understanding the problem space

We studied how different teams use data and interviewed users ranging from data analysts to department heads to understand their visualization needs and technical comfort levels.

Key Research Methods

  • Contextual Inquiry Observed users building reports in existing tools
  • Persona Development Created 5 personas from casual viewer to power user
  • Card Sorting Tested widget categorization with 30 participants
Research artifacts and dashboard patterns
07
Ideation & Problem Solving

From insights to solutions

The ideation phase focused on creating a builder that feels familiar to spreadsheet users while offering the power of professional BI tools. We prioritized templates and smart defaults to reduce the blank canvas problem.

Template Library

Industry-specific templates that give users a head start and demonstrate best practices.

Smart Suggestions

AI-powered recommendations for chart types based on selected data fields and common patterns.

Collaborative Editing

Real-time collaboration features that let teams build and refine dashboards together.

08
The Designs

Bringing the vision to life

Dashboard builder interface
Dashboard builder with widget library
Widget configuration panel
Widget configuration and data mapping
Published dashboard view
Published dashboard with interactive filters
09
The Outcome

Impact and results

85% Reduced Dev Backlog
< 5min Avg. Widget Creation
10x Faster Data Insights
500+ Data Integrations

The platform transformed how the organization interacts with data. Business teams now create dashboards independently, reducing the BI team's backlog by 70% and enabling faster decision-making across departments.

10
Reflections

What this project taught me

The best dashboards aren't built by designers; they're built by the people who need the answers.

This project taught me that empowering users often means constraining options thoughtfully. Too much flexibility paralyzes; smart defaults liberate.

The breakthrough was recognizing that templates aren't limitations; they're starting points. Users who started with templates created better dashboards faster than those who started with a blank canvas.

Next Project Private Equity Platform →