Qualtrics | Reporting & Analytics (RAP)

Reimagining the Dashboard Creation Flow for CX Customers

Reimagining the Dashboard Creation Flow for CX Customers

UX Design

AI-Workflows

Prototyping

Concept Testing

Internship

My Role

UX Design Intern

Tools

Figma, Subframe, Lovable

Timeline

June – Sept 2025

Team

RAP UX Team, Product Managers, Software Engineers

Overview

What is the Reporting & Analytics Platform?

The Reporting & Analytics Platform is what powers Qualtrics dashboards, reports, and interactive widgets, the tools customers use to explore their data and share findings with stakeholders. My internship zeroed in on one moment: the first few minutes after a brand-new customer opens the dashboard builder.

The Problem

There’s a real drop-off right before the first widget

Customers were landing on a blank screen with zero guidance, falling into trial and error to pick a widget, and getting tripped up by messy data that led to broken visualizations. The goal was a clearer path to that first widget, faster and with more confidence.

Information overload

Research & Discovery

Synthesizing everything the team already knew

Before sketching anything new, I pulled together past research from across the team and mapped the entire dashboard creation journey end to end. That map is what surfaced the real pain points, and where the biggest opportunities were hiding.

Competitive analysis

Ideation

Looking outward before going wide

I looked across seven competitors to see how other tools handle widget selection and setup. Then, with no constraints on what engineering could actually build, I ideated over 50 potential solutions to test against what research had surfaced.

Ideation

Prioritization & Prototyping

Two directions, three prototypes

The simple track meant widget search, clearer context at each decision point, and locking fields until prerequisites were met. The north-star track explored pre-made templates and AI-driven suggestions for people starting from a blank slate.

Ideas

Testing & Iteration

Putting it in front of 9 first-timers

I concept tested three prototypes with 9 people who’d never built a dashboard before, to see how much they trusted each direction and whether they’d actually use it. AI-supported dashboards won out for feeling familiar and efficient, though people wanted to see the reasoning behind a suggestion before trusting it.

Testing

Impact & Outcomes

Where it landed

The short-term wins, progressive field unlocking, widget previews, clearer error messaging, moved straight into the roadmap. On the north-star side, 88% of participants preferred the AI-supported approach and 100% found the hover previews helpful, enough to justify scoping a working prototype.

Short-Term

The short-term recommendations were grounded in research and shared with the team to inform ongoing design work. One set of findings was used directly by another designer, while the remaining recommendations prompted collaboration between design, product, and engineering to assess feasibility and effort.

North Star

The north-star concept extended beyond near-term improvements. A product manager proposed creating an engineering proof of concept to explore its potential and support future investment discussions, helping move the idea from exploration toward validation.

Reflection

What I’d take with me

The biggest shift for me was realizing how much documentation actually mattered, not for its own sake, but because it’s what kept design, PM, and engineering in sync as the project moved. Watching 9 people get stuck in real time taught me more than another round of Figma iterations ever could.

Next Project

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