Homebuilders couldn't access their own data without going through account managers, who had to go through the analytics team — wasting 32–40 hours a month across three groups.
01
The problem
02
Research &
pain points
Two user types, one system — each with different needs, permissions, and scale requirements.
-
·
Users are typically in the marketing department — familiar with Google Analytics and expecting a similar experience.
-
·
Some users want raw data to manipulate independently. Others rely on aggregated data with simple selections to download or screenshot.
03
Solutions & design
A self-serve reporting dashboard — direct access to data, no middlemen required.
-
·
The data is presented in a way that's easy to digest and easy for users to compare metrics.
-
·
The data structure mirrors the builders' org structure. Strict permissions control who can access which reports.
-
·
The design scales — from large national builders with 1,000+ communities to small builders with 20.
04
The iterations
Early explorations refined navigation, layout density, and how reports surfaced across builder hierarchies.
05
The outcomes
06