Unified Marketing Dashboard – From Chaos to Clarity

TripleE Fusion was juggling marketing data across platforms like Google Ads, call tracking software, SEO tools, Facebook Ads, reviews, and website analytics. The team relied on manual spreadsheets, countless logins, and time-consuming workflows to build client reports—until it became clear they needed a centralized, automated dashboard.

Contact Resume

I led the product design of a custom marketing dashboard that unified multi-channel data, streamlined reporting, and empowered account executives and marketers with real-time insights—all while eliminating redundant processes and saving hours every week..

Project Goals

Automated Reports – Deliver client updates effortlessly
Custom Dashboards – Tailored views for each client
SEO Tools – Help clients improve their search rankings
Agency-Wide Management – Run all campaigns from one place
Task Assignment – Coordinate teams and campaigns
Real-Time Insights – See performance across all channels
Campaign Monitoring – Stay on top of multiple strategies
On-Demand Reporting – Generate insights instantly

My Role: Primary Product Designer

I was responsible for designing the entire product experience—from research and strategy to UX/UI execution and iterative improvement.

Key Contributions

Mapped and documented the agency’s entire reporting ecosystem
Led bi-weekly planning meetings with the PM and dev team
Conducted UX audits to identify friction points in the reporting process
Delivered wire-frames, mock ups, interactive prototypes, and div-ready assets
Facilitated cross-department user testing and implemented iterative feedback
Continued product design and updates for 4+ years

Design Process

We adopted a Lean UX approach to kick-start ideation quickly—sketching, presenting, critiquing, researching, testing, and prototyping.

Sketches & Wire-frames

These were refined into low-fidelity wire-frames that helped identify gaps and usability challenges early.

Mock-ups

With feedback from developers and stakeholders, I produced high-fidelity mock-ups of the dashboard—focusing on clarity, data accessibility, and customizable views.

User Testing & Iteration

I conducted task-based testing with marketers and account execs:

Marketers wanted to identify trends and act fast
Account executives needed to generate reports instantly and answer client questions on the fly
Testing surfaced real-time needs and helped prioritize features that truly mattered—saving time and boosting ROI.

High-Fidelity Mock-ups

Over 30 sketches were created to get ideas on the table fast.

Over 30 sketches were created to get ideas on the table fast.

Outcomes & Impact Metrics

Before: Building monthly reports took 8–10 hours per client
After: Automated reports generated in under 1 hour
Result: Huge time savings and reduced manual error

Time Saved on Monthly Reporting 80% 80%

Marketers could now access campaign performance across all channels from one screen
No more switching tools or piecing together data

Faster Access to Insights 50% 50%

With all platforms connected, users interacted with 3x more data than before
Led to quicker optimizations and better decision-making

Increase in Data Touchpoints 300% 300%

Every account executive used the dashboard daily
Became the single source of truth for reporting and communication

Increase in Data Touchpoints 100% 100%

Frequent updates based on daily user feedback
Supported on-boarding of new hires and evolving team workflows

4 Years of Continuous Product Evolution 100% 100%

UI Blocks

Sample User Tasks (Real Use Cases)

• “How many missed calls did we have last month?”
• “Which page had the most entry points?”
• “What’s the bounce rate this week?”
• “Listen to a call recording from March 15th”
• “Which day saw the most combined contacts?”
• “How many emails did we receive last week?”