Scaling Reporting Dashboards for Long-Tail Clients

Designing flexible, white-labeled dashboard variants with minimal development effort. 6 dashboard variants created from 12 existing frameworks, enabling faster onboarding for smaller agencies.
Company
Frequence Logo
Role
UX Designer
Team
Product, Engineering, Customer Success
Timeline
January 2021 - May 2021
Impact
  • ~30% reduction in development effort  
  • Reduced delivery time from months → weeks  
  • 6 dashboard variants launched
Reporting dashboard interface showing campaign performance data, including map visualization, charts, and summary metrics.

Overview

Frequence offers customizable reporting dashboards that allow advertisers to manage and analyze campaign performance. 

As the customer base expanded, the team needed to bring a similar experience to smaller clients, within a shorter timeline and with limited engineering resources.

Rather than designing new dashboards from scratch, I focused on adapting a set of existing frameworks to support faster, more scalable delivery while maintaining a high-quality experience that felt distinct across partners.

Problem

Reporting dashboards were originally designed for larger clients, with timelines that allowed for fully custom builds.

As Frequence expanded to support smaller agencies, this approach no longer scaled. We needed a faster way to deliver dashboards without rebuilding from scratch each time.

At the same time, our dashboards were often used by competing partners as a marketing tool, so each experience still needed to feel distinct and polished.

How might we design dashboards that are quick to produce, require minimal engineering effort, and still deliver a high-quality, differentiated experience?

The Solution

I adapted existing dashboard frameworks to create scalable, white-labeled variants with a more modern, usable UI across key components. 

This approach reduced development effort and significantly shortened the time required to onboard new partners.

Advertisers can now more easily analyze campaign performance and generate downloadable, presentation-ready reports directly from the platform.

Skip to design process ↓
Side-by-side comparison of an older dashboard design and a modernized version with improved layout, visual hierarchy, and updated styling.

Key Improvements

Modernized and consistent visual system

Earlier dashboards reflected outdated visual patterns and inconsistencies across components. I updated the visual system with simplified layouts, modern styling, and standardized components, creating a more cohesive, usable experience that aligns with current product standards.

Because dashboards were white-labeled with partner branding, accessibility needed to be balanced with brand constraints. In some cases, this required intentional tradeoffs to maintain visual identity while improving overall usability.

Before and after comparison of the dashboard UI, showing updated visual hierarchy, simplified layouts, and improved consistency across components.

Before and after comparison of the dashboard UI, showing updated visual hierarchy, simplified layouts, and improved consistency across components.

Improved layout balance

The original layouts used a mix of widget sizes that often created visual imbalance and unused space. I refined the grid system and adjusted component sizing to create a more consistent, structured layout that improves scanability and use of space.

Comparison of dashboard layouts before and after grid adjustments, illustrating improved alignment, spacing, and more balanced widget placement.

Layout refinements improved alignment and spacing, reducing visual imbalance and making dashboards easier to scan.

Responsiveness across screen sizes

Several existing widgets did not adapt well across screen sizes, limiting usability. I redesigned key components to be fully responsive, ensuring content scales and reorganizes smoothly across devices.

Dashboard components shown at different sizes, demonstrating how charts and data reorganize to remain readable and usable on smaller screens.

Components were redesigned to adapt across screen sizes, ensuring key data remains readable and accessible on different devices.

Design Approach

Given the tight timeline and limited resources, the goal was to move quickly while making informed design decisions using existing knowledge and cross-functional input.

Leveraging existing insights

Due to resource constraints, we did not conduct any new primary research. Instead, I used prior internal research and collaborated closely with Product, Engineering, and Customer Success to understand user needs and partner requirements. 

We aligned on priorities using a Lean UX approach, ensuring design decisions balanced user value with business goals.

Lean UX canvas outlining business problems, user needs, solution ideas, and expected outcomes used to guide dashboard decisions.

Used Lean UX to align on priorities and define solutions across Product, Engineering, and Customer Success.

Structuring the experience

To better understand the scope and relationships between pages, I created a quick sitemap based on product requirements. This helped identify opportunities to streamline navigation and maintain consistency across dashboard variants.

Sitemap diagram showing the structure of dashboard pages and the organization of widgets across different sections.

Sitemap used to map dashboard structure and ensure consistency across pages and variants.

Prioritizing for speed and impact

I worked with the PM and lead engineer to define an impact vs effort framework for prioritizing features. This ensured we focused on high-value improvements that could be implemented quickly, supporting faster rollout without sacrificing quality.

Feature prioritization matrix mapping design improvements by impact and development effort to guide decision-making.

Feature prioritization matrix used to focus on high-impact improvements that could be implemented quickly.

Iterating on existing patterns

Rather than designing from scratch, I built on existing dashboard structures, exploring layout variations and refining components to improve usability and visual hierarchy.

Designs were iterated quickly through ongoing feedback with engineering and Customer Success, allowing us to identify technical constraints and partner-specific needs early in the process.

Results

By adapting existing dashboard frameworks and focusing on lightweight UI updates, we significantly reduced the time and effort required to deliver new dashboards.

  • ~30% reduction in development effort  
  • Faster delivery timelines, decreasing turnaround from months to weeks
  • 6 dashboard variants launched to support smaller partners

In addition to improving speed, this approach established a more scalable process for creating and maintaining reporting dashboards across the platform.

Next Steps

To better understand how advertisers use these dashboards, the next phase would focus on deeper user insights:

  • Analyze engagement patterns using analytics and heatmaps
  • Conduct interviews with both new and existing partners
  • Identify how users navigate dashboards, what data they prioritize, and what they export

These insights would help inform future iterations and ensure the dashboards continue to meet evolving user needs.