All work
05Overgrad · Postsecondary counseling

Self-serve reporting and live data that ended the weekly BI export.

Role
PM & Designer
Company
Overgrad
Focus
Reporting & viz
Impact
Off Tableau, 1 district
The problem

Insight lived in a weekly export.

To understand their data, teams pulled it out of the product every week and rebuilt it in an external BI tool. The numbers were always a few days stale, locked to whatever segments someone had set up, and entirely dependent on a manual export ever happening.

A counseling network's tracking spreadsheet rebuilt weekly from data exports
Fig 01. What it replaced: a counseling network ran its entire postsecondary process in a hand-maintained spreadsheet, rebuilt each week from product exports — list building and affordability, application progress, financial-aid mandates, and final decisions, every metric tracked by column against a target.
Overgrad dashboards with goal-based donut charts
Fig 02. Goal-based dashboards reading straight from the source: applications, submissions, and acceptances against district targets, color-coded and always current.
What we built

Lists you shape, dashboards that stay live.

Flexible, self-serve reporting: build a custom student list against any criteria, then see it visualized in real time, with no export and no second tool.

  • Any segment. Filter and group by the dimensions each team cares about.
  • Live data. Visualizations read straight from the source, always current.
  • Self-serve. Counselors answer their own questions without a data team in the loop.
The outcome

Tableau licenses, cancelled.

Dashboards shipped just before I left Overgrad. Even in that window, the largest district we worked with was able to cancel its Tableau licenses for its college counselors and pull oversight, reporting, and data visualization directly into the product — the same picture they'd been rebuilding by hand, now live.

Largest district cancelled its Tableau licenses
Live data, always current
Any segment, self-serve
Next project The Good Faith Exam