Visualizing Change: A Nonprofit Dashboard Refresh
Goal
As part of its rebrand, More Impact wanted to overhaul the visual design of its Tableau dashboards. These dashboards were integrated directly with Salesforce, but due to a large data volume (15 million records and roughly 350 custom fields), updates took up to five hours. While data optimization was being considered for the future, the immediate focus was purely on the front-end visualization, which was outdated and no longer aligned with the organization’s evolving brand.
To develop an updated visual concept for the client’s dashboards that:
- Reflected the new brand identity
- Was built using Tableau on test data (no live data integrations)
- Met core UX standards and business reporting needs
- Could be used as a reference for future, live deployments
Results
The project was delivered in two key phases:
Phase 1: Requirements Analysis
We began by gathering context and identifying user needs. This involved:
- Studying the client’s new brand guidelines
- Reviewing existing dashboards to identify usability issues (where access was available)
- Mapping out user roles and the primary use cases for each
This phase concluded with formalized design requirements, including layout logic, component hierarchy, and stylistic direction—ensuring consistency across future dashboards.
Here’s the before we worked with:
Phase 2: Visual Concept Design
In this stage, we focused entirely on creating a Tableau dashboard prototype based on mock/test data. Key activities included:
- Designing key visual elements—charts, KPI cards, filters, and layout blocks
- Applying the brand’s updated color palette, typography, and visual patterns
- Iteratively refining the prototype based on client feedback
The final deliverable was a visually modern and UX-optimized Tableau dashboard aligned with the new brand identity. It featured:
- Key metrics at a glance
- Clear visual hierarchy and intuitive interactivity
- Layout designed for readability and quick insights
The “after” we provided:
While the integration with live data was outside the project scope, this prototype established a strong visual foundation for the client’s future analytical tools.
Tips
- Prototype before integrating live data: Working with test data allows for quicker design iterations and more efficient stakeholder review cycles.
- Let your brand guide the design system: A solid visual identity improves user trust, brand recognition, and internal alignment.
- Map user roles early: Knowing who uses the dashboards—and how—shapes better decisions around content prioritization and interactivity.
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