Pivoting delivery method
While the functional prototype garnered interest, it wasn't sufficient to drive new sales in a challenging market, leading to a pause in development. However, new customers requested access to its metrics, leading me to convert the prototype into a PDF report. Through multiple iterations, I structured the report into three consistent sections for easier readability and added annotations and a glossary to clarify key terms that were flagged as unclear.
Converting dashboard to report
To address the needs of our new customers, I transformed the working prototype dashboard into a static PDF report, a process that involved weeks of iterations based on internal and customer feedback. This transition meant sacrificing some design efficiencies from the prototype, particularly in how I utilized space.
I structured the report into three sections—overview, demographic, and summary—maintaining a consistent cadence of information throughout. This approach aimed to enhance readability and ensure users could easily find the metrics they needed. Given the limitations of a static format, I included annotations for terminology that had been flagged as unclear at the bottom of each section. Additionally, I proactively created a supplemental glossary to clarify potential points of confusion, further supporting user understanding.
