PORTFOLIO STATISTICS REDESIGN

Portfolio Statistics Dashboard Redesign

Type: Web Application | Role: UI/UX Designer & Business Analyst | Project: Digital Platform Reporting

The Portfolio Statistics Dashboard Redesign modernized a legacy reporting interface that had become difficult to use and visually outdated. Originally built as a dense, table-heavy view of initiative totals, the tool lacked clarity, consistency, and responsiveness to user needs.

This redesign transformed the dashboard into a more interactive, filterable, and visual experience—designed to help teams quickly interpret key metrics, review progress across priorities, and export relevant data for leadership and operational reporting.

Deliverables: High-fidelity Figma mockups, Lucid Chart, Snagit, interactive filters, modular layouts

Problem Statement

The original statistics dashboard offered limited usability and little visual distinction between key metrics. Users struggled to interpret initiative counts, delivery status, and scope changes. Filter behavior was inconsistent, and exports required heavy manual editing.

These issues made it hard for teams to align reporting, communicate progress, or trust the data they were working with—especially when preparing updates for leadership.

Possible Solution

Redesign the dashboard with a more modern, user-friendly layout that includes:

A Quick Metrics Summary for initiative totals and delivery breakdowns
Visual indicators for delivery health (e.g., Early, On-Time, Late)
Priority-based grouping of initiatives
Filtering by Team, Owner, and Portfolio
A toggle between table and chart views to accommodate different users
Help text and hover tooltips to clarify metric definitions
Export features that mirror the on-screen filtered data

Target Audience

End-to-End Technology Delivery Lead
Business Owner
Executive Sponsor
Development Lead
Product Manager
Product Lead
Product Owner
Portfolio Manager
Program Manager
Project Manager

The Approach

Conducted interviews with stakeholders across different teams and roles
Audited the existing dashboard for visual and interaction gaps
Mapped out user flows based on common reporting tasks
Created low-fidelity wireframes to test new visual hierarchies
Built interactive Figma prototypes with filter logic and export options
Validated designs through testing sessions and refined based on feedback
Collaborated with developers to ensure seamless integration into the Portfolio Reporting Platform

Design Thinking Process

This project followed a user-centered approach focused on clarity, consistency, and confidence. The five design thinking stages guided the work:

Empathize

User Research
User Interview
Entrant Analysis

Define

User Persona
User Jouney Map
Goal Statement
Empathy Map

Ideate

Brainstorming
Card Sorting
User Flow

Design

Paper Wireframes
Visual Design
Prototype

Test

Check Usability
Survey Insight
Improvements

Key Insight Derived

Over 40% of users only applied one filter due to confusion
Export was the most-used feature, yet required manual reformatting
New users had higher drop-off rates due to lack of clarity
Visual summaries outperformed data tables in engagement metrics

Sources

Usage analytics from the Portfolio Reporting Platform
Internal feedback channels and team reporting discussions
Export activity logs and filter selection data

Quantitative Research

Analyzed filter usage logs, export frequencies, and bounce rates
Reviewed feedback from regular team syncs and reporting sessions

Empathize Phase

Qualitative Research

Interviewed reporting analysts, delivery leads, and business-facing roles across various teams who used the statistics dashboard regularly.

Interview Questions

What metrics do you rely on most from this dashboard?
What frustrates you when trying to filter or export data?
How do you explain the data to stakeholders?
What would help you find insights faster?
Do you prefer data tables or visuals? Why?

Key Insight Derived

Users wanted simplified layouts with fewer redundant rows
Many relied on manual exports and formatting in spreadsheets
Visual tags like Late or On-Time were frequently requested
Filtering behavior was unpredictable and sometimes caused users to restart reports

Define Phase

User Persona

This group includes product leaders, program coordinators, and planning analysts who rely on quantitative metrics to drive decisions, track performance, and align portfolios with delivery expectations. They use dashboard data regularly to inform progress reviews, identify risks, and prepare executive summaries. These users expect quick, scannable summaries with visual cues and the ability to toggle between charts and tables depending on context.

Primary Goals:
- Understand portfolio-level performance at a glance
- Share progress metrics with teams and leadership
Pain Points:
- Dense, outdated tables with unclear logic
- Inefficient filtering and export workflows
Needs:
- Clean, visual metric summaries
- Priority-based grouping
- Export and filtering behavior that mirrors user input

Tom Chiang

Age: 40s - 50s

Education: MBA in Technology Strategy

Status: Married

Occupation: Product Ower

Location: Dallas, TX

Personality

Strategic
Analytical
Data-Driven

Breif Story

Tom prepares monthly reports that consolidate delivery and performance data across portfolios. He prefers quick visual snapshots but also needs the ability to drill into data for specific discussions.

Goals

Summarize initiative performance clearly for leadership
Filter and export data quickly for team-specific updates

Frustations

Dense tables make insight discovery slow
Lack of consistent metric definitions

Needs

Visual grouping, summary tags, and exportable filters

Motivations

Improve stakeholder trust and reporting turnaround time

Lynette Smith

Age: 30s - 40s

Education: B.S. in Operations Management

Status: Single

Occupation: Business Analyst

Location: Phoenix, AZ

Personality

Detail-Oriented
Independent
Goal-Focused

Breif Story

Lynette manages initiative tracking for multiple portfolios. She’s constantly pulling data into custom views to align with internal planning tools.

Goals

Understand initiative breakdown by team and owner
Avoid redundant work when preparing reports

Frustations

Filters don’t persist between sessions
Metrics aren’t clearly explained in the interface

Needs

Consistent filtering and contextual help

Motivations

Build efficient, repeatable reporting workflows

Empathy Map

Says

"I just want to know what’s late, what’s changed, and who owns it.”

Thinks

“How do I explain this without needing to reformat everything?”

Does

Logs in weekly, filters by priority, exports to share with leadership

Feels

Frustrated when things aren’t intuitive, confident when the layout flows well

Task Flow

The Process of Portfolio Statistics Dashboard

Click on Portfolio Insights & Statistics

Select the Portfolio Story Board Dashboard

Select Filters

Review top table metrics

Export

Log into Dashboard

Dashboard Homepage

Go to Menu

Low-Fidelity Wireframe

Typography & Colors

Font Used:

Open Sans|

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The Open Sans font is a popular choice for websites and user interfaces because of its excellent readability and neutral, friendly appearance. That’s why I chose to use this font.

Open Sans Bold

Open Sans Regular

Color Used

Primary Color

#0470B2

Secondary Color

#72A9CF

Text Color

#000000

Text Color

#6b6b6b

BG Color

#DBDDF1

Visual Design