InfiniGrow is a Revenue Marketing SaaS platform that helps B2B Marketers answer any business question across channels and segments, optimize their budget decisions, get full clarity with custom reports and hit their revenue goals.
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The Reports feature allows users to create, view and manage reports. By building reports, marketing teams can get access to insights and important metrics without having to become a marketing expert.

Background

The marketing department in B2B companies is comprised of multiple roles, such as Marketing Manager, Demand Gen, CMO, and more. Each role has its own unique needs and metrics that are essential to their work. Therefore, it's crucial that each persona receives their own data from the system to track their individual success within the marketing team.

The Reports feature is designed to provide a solution to this challenge by enabling marketing team personas to create customized versions of InfiniGrow's widgets that are gathered in a single place.
This feature allows users to answer their exact business questions and make data-driven decisions to optimize their marketing strategy and performance.

Process

Defining Goals

The Reports feature is designed to improve the user experience by reducing complexity and increasing value potential across the organization. By providing fast access to important metrics and business questions all on one page, users can avoid the need to remember multiple steps to reach answers. This streamlined approach saves time and allows users to make data-driven decisions more efficiently. The feature also allows for customization, enabling different people in the organization and marketing teams to create their own dashboards and analyze data in a way that meets their specific needs.

Experience & Design

We wanted to make sure that the Reports tab design is user-friendly and intuitive, making it easy for users to create and customize their reports.
Each persona will be able to create a tailored report, fully customizable for their data needs and preferences.
Additionally, the feature provides the ability to perform advanced analysis in a single view, allowing users to analyze the same segment or metric with different settings.
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The Design

The purpose of the Reports activation page is to introduce the users to the Reports feature. This page should have a clean and simple layout that guides the user towards the button that allows them to create their first report. The language on the page should be straightforward and clearly communicate the purpose of the Reports feature: to create custom reports that can answer any business question.
This screen designed to encourage users to engage with the Reports feature and start creating their own customized reports.

For the empty state page, the purpose is to encourage the users to add widgets and start building their custom reports. The page provides guidance on how to add widgets to the report, including storing data such as timeframe and attribution models. The animation on the page also helps to visually guide the user through the process of adding widgets. Overall, the page is designed to be user-friendly and to encourage the user to start taking advantage of the full capabilities of the Reports feature.

The design of the Reports feature in InfiniGrow is focused on providing users with intuitive and easy-to-use components for creating customized reports. The selection dropdown and popups allow users to easily navigate through different options and settings.

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