Internal reporting and client insights platform
Youlytics Portal is an internal reporting platform used by project managers, specialists, and clients to understand performance, access assets, and collaborate around ongoing work. Prior to the portal, critical client data was fragmented across multiple platforms, making it difficult to trust insights or act on them efficiently. I was responsible for designing a unified, scalable reporting experience that consolidated data, reduced operational friction, and enabled teams and clients to make faster, more confident decisions from a single source of truth.
Role
Lead Product Designer
Client
Youtech
Timeline
Ongoing
Problem
Client and internal teams relied on multiple disconnected tools to access reporting data, manage assets, and communicate progress. This fragmentation created several issues: - Teams spent significant time manually aggregating data to ensure accuracy - Clients and specialists managed multiple logins across platforms - Brand assets were scattered across internal and client-owned tools - Clients struggled to get a holistic view of performance - Internal teams lacked confidence in data accuracy and completeness As a result, reporting workflows were slow, error-prone, and undermined confidence across both internal teams and client relationships.
Solution
Centralize reporting data, brand assets, and client communication into one cohesive experience, reducing manual work and improving confidence in performance insights.
Ideation
Although fragmentation was the core problem, the solution wasn’t as simple as merging tools. We explored several approaches to unifying reporting and collaboration to evaluate how much to centralize, what to abstract, and where familiarity mattered most for internal teams and clients.
Do we include all sources on one page?
Pros
- Fewer pages to build - Faster metric analysis between sources - Clear place for clients to find metrics
Cons
- Information density risk - Competing priorities on the page - Performance and scalability concerns
What if we gave each source its own tab?
Pros
- Clear separation between data sources - Easier to scale new sources - Simpler performance management
Cons
- Increased navigation overhead - More engineering upkeep
Decisions
After reviewing the trade-offs between a single consolidated view and source based navigation, we moved forward with a reporting experience guided by the following considerations.
Focus over aggregation
Separating reporting sources into tabs allowed each dataset to remain clear and scannable, reducing cognitive load and making it easier for clients to understand metrics without visual noise.
Predictability over discovery
A consistent tab structure helped clients build familiarity with where specific reports lived, minimizing uncertainty and reducing the learning curve across different data sources.
Incremental delivery over upfront complexity
Designing each reporting source as its own tab allowed the development team to ship, optimize, and scale sources independently without impacting the rest of the platform.
Iteration
I created a simple prototype and shared it with internal project managers and specialists who would use the portal day to day. Feedback from these sessions helped validate the tabbed reporting structure, surface gaps in navigation and data clarity, and inform subsequent design iterations before expanding the platform further.
User Feedback
Early feedback confirmed that the tabbed reporting experience met users’ expectations for clarity and organization. However, a recurring pain point emerged around historical reporting. Users needed an easy way to revisit past reporting periods without reapplying filters each time. To address this I introduced the ability to save the current reporting view and added a dedicated entry point to access historical reports. This allowed users to quickly return to previously viewed states and compare performance over time with less friction.
Results
Launching the Youlytics Portal significantly improved how internal teams and clients accessed, trusted, and acted on reporting data. While there were opportunities to continue refining the platform, the initial release meaningfully reduced operational friction and improved confidence in performance insights.
Improved operational efficiency
Teams spent less time manually aggregating client data across systems, and redundant workflows caused by fragmented reporting and asset storage were eliminated.
More reliable reporting
Centralizing data access and automating reporting improved consistency and reduced errors caused by outdated or misaligned data sources.
Stronger trust and decision making
Both internal teams and clients reported increased confidence in reporting accuracy, enabling faster, more informed conversations around performance and next steps.
Next Steps
With the core reporting experience established, the next phase is focusing on expanding the platform to support more proactive planning and internal accountability. This includes designing a budget pacing dashboard to help teams and clients monitor spend against targets and identify risk earlier, as well as an internal team performance dashboard that gives project managers and specialists visibility into account health, workload, and performance across active clients.