Designing a dashboard for representatives
Seed Company accelerates Bible translation work by connecting local field partners worldwide with investors, resources, and training. Seed’s representatives send out impact reports created by field workers to keep investors updated on how languages progress. These impact reports contain multiple languages, each with numerous sections that need to be filled out, causing report updates to be seldom. I designed a dashboard tool and a digital impact report for reps to generate and send to their investors quickly.
Approach
Seed’s reps have a lot of variables to juggle. Multiple investors and languages, each with their own affiliations, progress, and timeline. To help reps manage their caseload, I designed various methods to drill down into an investor to get a glimpse at crucial information. The top-level outlined a high-level view of all investors in a rep’s caseload. Here, I included relevant information, such as the investor’s delivery method and a progress bar indicating the progress of the investor’s report. This view lets the reps quickly see which investor reports are nearly finished and which have a ways to go.
Once in the investor’s profile, reps can get a more detailed look at each language the investor invests in and how many sections are complete. A quick hover allows the rep to see specifics of which sections are finished and which are not. This quick glimpse lets the representative see if the missing information is vital to the report, allowing them to send out more frequent updates while covering essential points.
Designing for Print and Responsive
The design of the report was a unique problem to tackle. Currently, all Seeds reports are sent as PDFs or printed out and delivered. With this new system of sending reports, Seed wanted to add a webpage as an additional and primary way of viewing reports. However, they still wanted to download and print the document when needed. If you have ever printed a webpage, you know how poorly the web translates to a printed document. To solve this, I designed the report to fit a letter aspect ratio with a width of 1440p. Stacking these pages on top of each other gave the appearance that you were scrolling through a PDF - not ideal. By color-blocking specific pages to help break up the consistent height of color changes, the design looked good on a PDF and stacked on a webpage.
Outcomes
Early feedback from representatives has been extremely positive, with reps reporting that searching is much easier and that they no longer have to use contractors to design reports, saving on cost.