Reporting & Analytics Dashboard
Product Design
EdTech
Overview
Challenges
Educators and administrators lacked visibility into student progress, spending countless hours compiling manual reports to justify program effectiveness and government funding.
Process
By studying competitors, interviewing field representatives, and testing prototypes directly with teachers, I designed a unified reporting dashboard that made student data accessible, accurate, and actionable.
Impact
The new reporting experience saved teachers hours each week, improved district oversight, and provided measurable accountability to sustain government funding.
Challenges
Request:
Create a reporting solution that could automatically convert student activity data into meaningful insights for teachers, school admins, and district leaders — while meeting federal and state reporting requirements tied to funding.
Unforeseen Problems:
No clear understanding of what “effective reporting” looked like across roles.
Educators spent hours compiling manual spreadsheets for parent and admin meetings.
Inconsistent or incomplete data made school-level reporting unreliable.
Multiple stakeholder audiences (teacher, school, district) required tailored report views.
Early data logic issues risked inaccuracies when rolling up metrics between levels.
Process
Step 1: Competitive & Context Research
Analyzed competing tools like i-Ready, myLexia, and Achieve3000 to benchmark expectations and identify gaps.
Interviewed field representatives who worked directly with teachers and districts to understand day-to-day frustrations and data needs.
Conducted user interviews with teachers and admins to validate feedback and uncover how reports influenced classroom and administrative decisions.
Step 2: Mapping & Design Exploration
Created a dynamic “status map” that visualized all report types (District, School, Group/Class, Student) and their development stages.
Sketched and white-boarded dashboard layouts to identify patterns, overlaps, and opportunities for consistency.
Designed flexible report modules to ensure data could scale from individual students up to district-wide summaries.
Step 3: Prototype, Feedback, & Iteration
Developed early prototypes showing the envisioned flow and hierarchy of reports.
Shared early access links with field reps to walk through the process and gather real-time usability feedback.
Implemented Pendo analytics to track user interactions and identify friction points.
Adjusted features and flows in subsequent sprints based on field rep and usage data.
Delivered an MVP in just three months, moving from zero reporting infrastructure to a fully functioning analytics dashboard.
Impact
Metrics:
Reduced manual reporting time by several hours per teacher per week.
Provided automated insights supporting district and state compliance.
Enabled continuous program accountability, ensuring ongoing government funding.
Improved visibility across all user levels; teacher, school, and district.
In Closing
Learnings:
Collaboration between field reps, educators, and designers creates more empathetic, accurate reporting tools.
Continuous feedback loops (via Pendo data and live walkthroughs) drive faster, user-focused iteration.
Early alignment on data structures is critical; small logic gaps can scale into major reporting issues.
Outcome:
The reporting and analytics dashboard became a foundational tool for Imagine Learning — empowering educators with real-time data, improving classroom decisions, and helping secure continued funding for student programs.
More Works
©
2025
Reporting & Analytics Dashboard
Product Design
EdTech
Overview
Challenges
Educators and administrators lacked visibility into student progress, spending countless hours compiling manual reports to justify program effectiveness and government funding.
Process
By studying competitors, interviewing field representatives, and testing prototypes directly with teachers, I designed a unified reporting dashboard that made student data accessible, accurate, and actionable.
Impact
The new reporting experience saved teachers hours each week, improved district oversight, and provided measurable accountability to sustain government funding.
Challenges
Request:
Create a reporting solution that could automatically convert student activity data into meaningful insights for teachers, school admins, and district leaders — while meeting federal and state reporting requirements tied to funding.
Unforeseen Problems:
No clear understanding of what “effective reporting” looked like across roles.
Educators spent hours compiling manual spreadsheets for parent and admin meetings.
Inconsistent or incomplete data made school-level reporting unreliable.
Multiple stakeholder audiences (teacher, school, district) required tailored report views.
Early data logic issues risked inaccuracies when rolling up metrics between levels.
Process
Step 1: Competitive & Context Research
Analyzed competing tools like i-Ready, myLexia, and Achieve3000 to benchmark expectations and identify gaps.
Interviewed field representatives who worked directly with teachers and districts to understand day-to-day frustrations and data needs.
Conducted user interviews with teachers and admins to validate feedback and uncover how reports influenced classroom and administrative decisions.
Step 2: Mapping & Design Exploration
Created a dynamic “status map” that visualized all report types (District, School, Group/Class, Student) and their development stages.
Sketched and white-boarded dashboard layouts to identify patterns, overlaps, and opportunities for consistency.
Designed flexible report modules to ensure data could scale from individual students up to district-wide summaries.
Step 3: Prototype, Feedback, & Iteration
Developed early prototypes showing the envisioned flow and hierarchy of reports.
Shared early access links with field reps to walk through the process and gather real-time usability feedback.
Implemented Pendo analytics to track user interactions and identify friction points.
Adjusted features and flows in subsequent sprints based on field rep and usage data.
Delivered an MVP in just three months, moving from zero reporting infrastructure to a fully functioning analytics dashboard.
Impact
Metrics:
Reduced manual reporting time by several hours per teacher per week.
Provided automated insights supporting district and state compliance.
Enabled continuous program accountability, ensuring ongoing government funding.
Improved visibility across all user levels; teacher, school, and district.
In Closing
Learnings:
Collaboration between field reps, educators, and designers creates more empathetic, accurate reporting tools.
Continuous feedback loops (via Pendo data and live walkthroughs) drive faster, user-focused iteration.
Early alignment on data structures is critical; small logic gaps can scale into major reporting issues.
Outcome:
The reporting and analytics dashboard became a foundational tool for Imagine Learning — empowering educators with real-time data, improving classroom decisions, and helping secure continued funding for student programs.
More Works
©
2025
Reporting & Analytics Dashboard
Product Design
EdTech
Overview
Challenges
Educators and administrators lacked visibility into student progress, spending countless hours compiling manual reports to justify program effectiveness and government funding.
Process
By studying competitors, interviewing field representatives, and testing prototypes directly with teachers, I designed a unified reporting dashboard that made student data accessible, accurate, and actionable.
Impact
The new reporting experience saved teachers hours each week, improved district oversight, and provided measurable accountability to sustain government funding.
Challenges
Request:
Create a reporting solution that could automatically convert student activity data into meaningful insights for teachers, school admins, and district leaders — while meeting federal and state reporting requirements tied to funding.
Unforeseen Problems:
No clear understanding of what “effective reporting” looked like across roles.
Educators spent hours compiling manual spreadsheets for parent and admin meetings.
Inconsistent or incomplete data made school-level reporting unreliable.
Multiple stakeholder audiences (teacher, school, district) required tailored report views.
Early data logic issues risked inaccuracies when rolling up metrics between levels.
Process
Step 1: Competitive & Context Research
Analyzed competing tools like i-Ready, myLexia, and Achieve3000 to benchmark expectations and identify gaps.
Interviewed field representatives who worked directly with teachers and districts to understand day-to-day frustrations and data needs.
Conducted user interviews with teachers and admins to validate feedback and uncover how reports influenced classroom and administrative decisions.
Step 2: Mapping & Design Exploration
Created a dynamic “status map” that visualized all report types (District, School, Group/Class, Student) and their development stages.
Sketched and white-boarded dashboard layouts to identify patterns, overlaps, and opportunities for consistency.
Designed flexible report modules to ensure data could scale from individual students up to district-wide summaries.
Step 3: Prototype, Feedback, & Iteration
Developed early prototypes showing the envisioned flow and hierarchy of reports.
Shared early access links with field reps to walk through the process and gather real-time usability feedback.
Implemented Pendo analytics to track user interactions and identify friction points.
Adjusted features and flows in subsequent sprints based on field rep and usage data.
Delivered an MVP in just three months, moving from zero reporting infrastructure to a fully functioning analytics dashboard.
Impact
Metrics:
Reduced manual reporting time by several hours per teacher per week.
Provided automated insights supporting district and state compliance.
Enabled continuous program accountability, ensuring ongoing government funding.
Improved visibility across all user levels; teacher, school, and district.
In Closing
Learnings:
Collaboration between field reps, educators, and designers creates more empathetic, accurate reporting tools.
Continuous feedback loops (via Pendo data and live walkthroughs) drive faster, user-focused iteration.
Early alignment on data structures is critical; small logic gaps can scale into major reporting issues.
Outcome:
The reporting and analytics dashboard became a foundational tool for Imagine Learning — empowering educators with real-time data, improving classroom decisions, and helping secure continued funding for student programs.
More Works
©
2025