Concept

Dev

DashBoard

SYF Health & Wellness

Sr. Product Designer

Role

12 Months

Duration

2023

Year

Product Strategy - B2B Analytics - UI Design

A multi-view reporting system built for complex financial funnels

The legacy reporting experience was fragmented and overly operational, making it hard to interpret blended metrics or find actionable insights. This project reimagined reporting into layered views (Snapshot → Trend → Comparison → Detail), paired with transparent metric explanations and a persistent global filtering model.

Reporting Home : Business Narrative

Redesigned Reporting Home from a data dump into a guided narrative: quick snapshot → rolling trends → clear jump-off points into deeper analysis.

Reporting Dashboard Overview
Reporting Dashboard Overview

Dashboard - Application Analysis

Dashboard - Transaction Analysis
Dashboard - Transaction Analysis

Application Analysis

DESIGNED DEEP-DIVE FUNNELS AND BREAKDOWNS TO SHOW ATTRITION CLEARLY—HELPING PROVIDERS DIAGNOSE WHERE APPLICATIONS SUCCEED OR FAIL AND WHAT TO IMPROVE NEXT.

Application Analysis

Global Filters at scale

Built a global filtering model that persists across reports, with local overrides for expanded views—balancing power users and predictable defaults.

Filters Showcase

rajatbagga08@gmail.com

rajatbagga08@gmail.com