Wide Release

A Design-Led Transformation:
Make Reporting Holistic & Measurable

Set up the foundations for holistic measurement. Designs went first to shape the product decisions — the redesign drastically improved reporting efficiency and identified high-value opportunities for subsequent phases of the report tooling.

Ad-techRevenue DrivenMajor Platform ImprovementHigh Impact Core Feature

Lead product designer · UX researcherEnd-to-end design, Strategy, Usability testing, Prototyping2 PMs · 10 engineers · 4 Looker BI engineersFeb 2024 — Dec 2024

Reporting Suite — project banner
Reporting Suite — Insights Dashboard detail
01 — Highlight

Foundations for Holistic Measurement

As the design lead, I drove this project end-to-end — shaping product decisions and securing its priority as a P0 initiative. The new design drastically improved reporting efficiency, cutting the time required to build a report by up to 95% while handling 23 dimensional cuts, 30+ metrics, filtering, and scheduled deliveries. It established a design foundation and framework for the larger reporting tool refactor — and identified the high-value opportunities that shaped subsequent phases.

Report creation time
−95%
Client adoption
85%+
Yearly revenue generated
$5M+
02 — The Problem

Conversion: Critical but Painful to Calculate

Conversion reporting is critical for our largest clients — station groups and agencies — to track how effectively their campaigns drive user conversions. But user satisfaction was consistently low: poor CSAT scores and steady feedback about inefficiencies.

Instead of leveraging the dashboard, users were downloading raw data and manipulating it elsewhere — a clear signal that the tool was failing the people it was built for.

Conversion dashboard — current state
03 — Process

Evaluating Looker & Many Design Explorations

The company’s major initiative was migrating all reporting functionality to Looker — under significant performance pressure. Through cross-functional workshops with PMs, engineers, and customer success, I presented design sketches and user research findings alongside revenue impact projections.

My design-first approach successfully advocated for a Looker API integration with our own design system instead of the proposed iframe solution. I positioned this as enabling real-time data exploration and storytelling — and that perspective shift drove the entire reporting product strategy.

Reporting Suite — design exploration
04 — Outcome

Design Foundations that Drove Product Decisions

The redesign delivered transformational results across every metric. CSAT jumped from 2 to 5 out of 5. Report generation time dropped from 5–20 minutes to under one minute. Within two months, 50% of users migrated completely to the new dashboard.

Our largest clients provided testimonials that became central to sales pitches. The redesigned dashboard became the cornerstone of the Reporting team’s 2025 business strategy, and the design established the foundation for all upcoming dashboards.

Internal Slack threads — client feedback + team kudos

Due to NDA restrictions, I cannot share further progress or visuals for this project.
Please feel free to contact me: qinglu.design@gmail.com

Or discover inventive designs, creative solutions, and successful collaborations that demonstrate my knowledge and enthusiasm for AI, DataVis and more.