Designing a Unified Marketing
Operations Dashboard

Designing a Unified Marketing
Operations Dashboard

Designing a Unified Marketing
Operations Dashboard

Designing a Unified Marketing
Operations Dashboard

Company

Company

Zoominfo B2B SaaS Platform

OwnID

Zoominfo B2B SaaS Platform

Introduction

Introduction

Market intelligence platform that provides companies with access to accurate B2B contact and company data. It helps sales and marketing teams identify, connect, and engage with their ideal customers. By combining data, insights, and automation, ZoomInfo accelerates go-to-market strategies and drives business growth.

Market intelligence platform that provides companies with access to accurate B2B contact and company data. It helps sales and marketing teams identify, connect, and engage with their ideal customers. By combining data, insights, and automation, ZoomInfo accelerates go-to-market strategies and drives business growth.

Outcome

Outcome

Manual reporting time reduced, advertiser spend increased, insight delivery reduced, high adoption

Manual reporting time reduced, advertiser spend increased, insight delivery reduced, high adoption

Service

Service

UX/UI Design, UX Research & Strategy, Cross-team Collaboration

Research

UX/UI Design, UX Research & Strategy, Cross-team Collaboration

challenge

challenge

Marketing ops teams at B2B companies waste 5+ hours every week pulling campaign data from different tools, manually combining spreadsheets, and reformatting reports just to answer basic questions from leadership. By the time they finish compiling everything, the insights are already stale—and the next strategic decision has already been made without them.

Goal

Reduce manual reporting time by 50%
Drive 5% growth in advertiser spend within 3 months.

Users

Marketing operations managers with varying data literacy levels.

Constraints

Must use existing design system and support phased rollout.

solution

Following the dashboard launch, we tracked quantitative metrics and qualitative feedback to validate our solution's effectiveness in addressing core user pain points. The results demonstrated significant operational improvements and business value across key performance indicators.

solution

Following the dashboard launch, we tracked quantitative metrics and qualitative feedback to validate our solution's effectiveness in addressing core user pain points. The results demonstrated significant operational improvements and business value across key performance indicators.

Operational Efficiency Improvements

Reduced Manual Reporting Time by 40% Marketing operations managers reduced their weekly reporting time from an average of 5+ hours to under 3 hours, representing a 40% efficiency gain.

Accelerated Insight Delivery by 83% Teams reduced insight delivery time from 24+ hours to under 4 hours, representing an 83% improvement in data accessibility.

Business Performance Impact

Increased Advertiser Spend by 6% Within three months of implementation, users increased advertising investment by 6% based on improved data confidence and visibility.

User Adoption and Engagement

Achieved 80% Weekly Active Usage Among Target Users Within the first month, 80% of ABM managers in the initial rollout cohort (~25 users across mid-market and enterprise clients) adopted the tool for regular use, defined as 2+ sessions weekly.

Design

Design

Our final solution addresses each identified user pain point through three core design components, each carefully crafted to solve specific workflow challenges while supporting broader operational efficiency.

Strategic Pipeline Clarity

The Accounts Lifetime Journey visualization serves as the primary interface element, transforming complex funnel data into an intuitive visual flow that directly addresses three critical user challenges.

Enhancing Marketing Impact Visibility

Reducing Information Overload

Solving Account Prioritization Challenges

Progressive Disclosure with Account Details

The drill-down functionality enables users to transition seamlessly from strategic overview to tactical execution, supporting both daily operations and strategic planning through contextual data access.

Supporting Account Prioritization

Enabling Cross-Team Alignment

Enabling Cross-Team Alignment

Eliminating Data Compilation Inefficiency

Standardized Export and Reporting

Ensuring Report Consistency

Streamlining Data Compilation

Supporting Cross-Team Alignment

Design Integration and User Flow

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