Company Insights Dashboard

Company Insights

Dashboard

Gain Theory is a global marketing effectiveness consultancy, focuses on improving marketing performance through data-driven insights.


Project Goal was to develop a comprehensive business forecasting tool to help Gain Theory's clients predict future market trends, optimize marketing investments, and enhance business outcomes.

This project was a redesign of the company overview experience, shifting from a static, text-heavy page to a customizable, role-specific dashboard. 

The new design provides clearer, more intuitive access to key company data, tailored to the needs of financial users like Wealth Managers, Traders, and Investment Bankers, with flexible content and layout options.

Responsibilities //

Stakeholder collaboration

Client Engagement

Research & Synthesis

Prototyping & Iteration

Design System

Team //

1x Product owner

1x Product manager

1x Product designer

Engineering Team

Year //

2022

Problem

01 //

Gain Theory had no prior interactive forecasting product, meaning there was no existing model or best practice to follow.

02 //

Users needed an intuitive platform where they could explore data, adjust forecasts, and see real-time outcomes instead of relying on pre-built reports.

03 //

The forecasting system had to support multiple models and be adaptable to different business needs.

04 //

A scalable design system was necessary to maintain consistency across different forecasting modules and support future enhancements without requiring complete redesigns.

Research & Synthesis

Through SME workshops and client engagement, we focused on:

01 //

Understanding Personas & Tasks

Identifying the needs of two key personas. The Brand Marketers and Heads of Insights, breaking down their workflows.

02 //

Mapping User Journeys

Understanding where users start, how they explore data, and how they reach decisions.

Empathy Map for the persona Head of Insights / Analytics

Empathy Map for the persona Head of Insights / Analytics

Design

01 //

Low and High Fidelity Wireframes

Developed low and high-fidelity wireframes to map end-to-end workflows, aligning stakeholders on the vision.

02 //

UI Design & Prototype

Delivered a fully documented design system with UX patterns, reusable components, and guidelines to ensure consistency and scalability across the platform.

Design System

Delivered a fully documented design system with UX patterns, reusable components, and guidelines to ensure consistency, accessibility and scalability across the platform.

This project transformed how Gain Theory and their clients approach forecasting, shifting from static, consultant-led reports to a self-service, interactive platform that enables faster, smarter decision-making.

If I did the design system today, I’d use Figma’s variables and approach it as tokens / contextual tokens for color, spacing, and typography… Features that didn’t exist back then.