Visualizing Change: A Nonprofit Dashboard Refresh

Client

More Impact is an Australian consulting firm that supports nonprofit organizations in increasing engagement, boosting supporter activity, and driving long-term impact. The company was in the midst of a major rebranding effort, which included updating their analytics dashboards to reflect a modernized visual identity.

Problem

Existing dashboard designs were outdated and didn’t fit the company's new branding.

Result

We created a prototype dashboard in Tableau using test data that aligned with the client’s new branding and design system. The result was a clean, modern, and intuitive dashboard interface with significantly improved readability and UX.

Technologies

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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was being considered for the future, the immediate focus was purely on the front-end visualization, which was outdated and no longer aligned with the organization’s evolving brand.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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