Ryan Nance
← All Work
Case Study 04 · SaaS / Analytics · 2020

EDO

Rebuilding the query controls of a TV‑analytics dashboard — so pre‑configured views could scale and untrained users could finally see what they were looking at.

Role
Product Design Manager
Led the redesign
Timeline
4 weeks, end to end
Platform
Web — analytics dashboard
Team
Partnered with a Product Designer
01 — Context
Where the product
stood

Version 2 of the dashboard had outgrown the controls it inherited from version 1.

The new version of EDO's analytics dashboard inherited its query controls wholesale from version 1. They had served well when users set every query parameter themselves — but broke down as a solution once pre‑configured parameters were being set on the user's behalf.

The product was simultaneously investing in a new suite of as‑needed guidance and pre‑configured views. With more — and more varied — query filters on the roadmap, we needed a foundation for adaptive presentation and control.

02 — Problem
Five failures
in the old controls

Opaque state, wasted space, and users who wouldn't touch the filters.

  1. Details weren't visibleThe controls hid the very parameters that defined what users were looking at.
  2. Horizontal space was used inefficientlyControls sprawled, pushing filters onto multiple lines in most viewports.
  3. Pre‑configured state was a mysteryUsers had no way to know what a pre‑configured view actually included.
  4. Learning required opening everythingNew users had to open every dropdown just to understand the range of parameters.
  5. Untrained users disengagedUsers without training interacted with the query parameters infrequently — and got less value from the product.
03 — Process
How the work
was run

Four weeks from jobs‑to‑be‑done to specs in development.

01
Define jobs to be done
02
Inventory of information components
03
Explore elements, lockups & layouts
04
Prototype & validate
05
Spec & support development
Filter system explorations
Exploring the filter system — lockups & adaptive states
Redesigned query controls on the summary table
New controls on the summary table
Redesigned query controls on the dashboard view
New controls on the dashboard view
04 — Outcome

Untrained users engaged more, and stayed longer.

+14.7%
User activation
+2.1%
D7 retention
What Shipped
Clearer, more obvious controlsFewer two‑line filter viewportsUnmistakable, editable pre‑configured queriesFoundation for adaptive display