QLC Internal Dashboard: From Spreadsheet to Interactive Tool

This dashboard replaced a company-wide Google Sheet and became a central hub for financial, ops, and leadership tracking

Employer

Queen's Lane Consultants

Est. Reading Time

5 minutes

The Challenge - Startup Time Constraints!

The Challenge - Startup Time Constraints!

The Challenge - Startup Time Constraints!

“Can you move this spreadsheet into the Admin app real quick?” That was the brief. And on the surface, it sounded simple. But this wasn’t just a spreadsheet — it was a mission-critical tool used by multiple departments to run the business. Each team relied on their own tab in a shared Google Sheet to: 📈Track progress on client companies 🧮 Calculate revenue and monthly bonuses 🧾 Monitor payments, IPs, and lead types 💸 Keep financial records up to date — often manually People had to switch constantly between the Admin App and the spreadsheet just to complete basic tasks.

My Role

My Role

My Role

As the sole product designer on this project, I was responsible for turning a sprawling Google Sheet — used daily by ops, finance, accounting, and leadership — into a clear, functional dashboard inside our internal admin app. I led the entire process under tight time pressure. I knew a simple copy-paste into the app would backfire — so I paused and asked: ❓Who’s using this? ❓What are they actually trying to do? ❓What do they need daily vs. monthly? ❓What can we cut or simplify for a better v1? I interviewed operations, accounting, and finance team members. I asked how they really used the sheet. I mapped out pain points, actions, and calculations (like bonus logic and IP tracking) and grouped features based on: 🔹 Daily vs. occasional use 🔹 Team-specific needs 🔹 Critical filters and edge cases 🔹 Metrics used in bonus calculations This research shaped the core logic and saved time later — both for design and dev.

Wireframes & Alignment

Wireframes & Alignment

Wireframes & Alignment

Before touching high-fidelity UI, I created quick grayscale mockups and shared them with our COO. Her response was clear: “It is a game changer and exactly what we needed — clear, intuitive, and built with everyone in mind. I’m genuinely excited about this — finally, a dashboard that makes our lives easier!”

UI Kit & Visual System

UI Kit & Visual System

UI Kit & Visual System

I designed the dashboard using a clean, internal UI kit I built from scratch. To move quickly and still keep things consistent, I created a lean UI Kit based on atomic design. While it wasn’t polished like a full design system, it gave me total flexibility — every element could be swapped, updated, or reused across dashboard screens. I kept everything in black and white to stay focused on clarity and speed. It also helped when presenting work-in-progress to the team — people focused on structure, not colors. The system included: Leaderboard cards and points trackers Financial tables with inline actions Custom filter chips, dropdowns, and date ranges Responsive layouts for large datasets The design wasn’t just visual — it was tied to user logic and company structure. Every element supported a specific workflow or decision.

Final Design & Impact

Final Design & Impact

Final Design & Impact

🛠️ 3 teams unified into a single tool (ops, finance, and leadership) 😎 Replaced 10+ spreadsheet tabs with a clean, filterable, user-friendly dashboard 🧘 Reduced tool-switching time by an estimated 30–50%, based on how often users jumped between the admin app and Google Sheets 📑 Enabled real-time filtering and sorting, replacing manual lookups across 1,000+ rows 🏆 Designed logic that supports monthly performance tracking, impacting team bonuses and transparency 👩‍💻 Simplified report generation for leadership — the new Reports tab replaces manual slicing across multiple tabs 🔧 Design/Dev Efficiency: 🔸 Delivered the dashboard design in under 3 weeks despite no initial brief 🔸 Created a scalable UI kit with reusable components (e.g., filter chips, table rows), saving dev time across other projects 🔸 Used black-and-white wireframes to align stakeholders quickly and surface hierarchy issues early

Reflection & Takeaways

Reflection & Takeaways

Reflection & Takeaways

This was the hardest project I touched at QLC. It was messy, complex, and unclear — and I loved it. What I learned: 🔹 Don’t take vague briefs at face value — dig deeper. 🔹 “Just do it quickly” project can hide real complexity. 🔹 The most invisible tools often carry the most weight. 🔹 Logic documentation can be more powerful than pixels. 🔹 Quiet clarity is its own kind of leadership. This was the hardest project I touched at QLC. It pushed me to lead under pressure, build clarity from chaos, and design something built to scale — even if it wasn’t shiny or public-facing. I’m proud of it. And it’s exactly the kind of work I’d do again — especially for mission-driven teams solving messy, high-impact problems.