Digital Marketing Portal
A dual-audience portal for agency staff and their clients.
The agency ran its digital marketing operations across a patchwork of spreadsheets and third-party dashboards. Clients received exported PDFs; staff pieced together the story every month by hand.
I was brought in to design a single portal that could serve both audiences from the same data — a legible funnel view for clients, and an operational cockpit for the team running the campaigns.
The result is one product with two lenses: role-based views that reveal or simplify the same underlying metrics, with monthly and yearly growth built into the core layout.
Field Notes
Clients needed a clean funnel narrative; staff needed granular per-channel detail. Serving both from one product without splitting the codebase was the core constraint.
Built one metrics model, then designed two views that share components but differ in density and depth — clients see rolled-up growth, staff see raw funnel stages.
Monthly client reviews moved from PDF handoffs to live sessions inside the portal, cutting reporting prep for the team.