HIghspot

Enhanced Analytics: Unified Filter Toolbar

COMPANY

Highspot

ROLE

Sr. Designer

YEAR

2020

Timeframe

1 month

Project description

I led the design of a new filter toolbar to improve the existing report-building experience and expand filtering capabilities across the entire product. The toolbar needed to support diverse use cases, including filtering published reports, dashboards, scorecards, and embedded data visualizations, while also being flexible enough for undefined future features.

I led the design of a new filter toolbar to improve the existing report-building experience and expand filtering capabilities across the entire product. The toolbar needed to support diverse use cases, including filtering reports, dashboards, scorecards, and embedded data visualizations, while also being flexible enough for undefined future features.

Process & Solution

Defining Versatile Requirements

Collaborated with multiple product managers to gather requirements for a filtering solution that could be applied consistently across various areas of the product.

Iterative Design Process

Rapidly created mockups and presented them to executive stakeholders, incorporating their feedback into several design iterations.

Enhanced Filtering Experience

Designed an updated filter toolbar featuring a streamlined method to define multiple filters and an improved date range picker to meet user needs.

Future-Proofing the Design

Ensured the toolbar design was flexible, consistent, and well-documented, making it easy for future teams to implement and align with upcoming design system updates.

Cross-Team Collaboration

Reviewed the final designs with fellow designers to ensure alignment with Highspot’s evolving design standards and product vision.

Results & Learnings

Widespread Implementation

The filter toolbar has been successfully implemented in all new scorecards and is in the process of being integrated into reports.

The filter toolbar was successfully implemented in all scorecards and reports across the product.

Continuous Improvement

Partnered with a design colleague to conduct user interviews and usability tests, refining the toolbar design based on real-world feedback.

After the initial launch I conduct user interviews and usability tests, refining the toolbar design based on real-world feedback.

Scalable Solution

Delivered a filtering framework that supports current use cases while remaining adaptable for future product expansions.

The design provided a framework that supported current use cases while remaining adaptable for future product expansions.