Mapped the full MPP account operations workflow, defined the data structure and spend formulas, and recreated the dashboard concept as a high-fidelity UI for portfolio presentation.
Context
MPP stands for Meta Managed Partner Program. In this workflow, selected partner teams manage multiple ad accounts, campaign performance, spend data, reporting needs, and account-level visibility.
The marketing team connected with Meta stakeholders through recurring weekly meetings. Those conversations shaped what data needed to be tracked, how spend was reviewed, and where manual reporting was slowing the team down.
The dashboard concept came from one question:
How can we make this workflow easier to search, track, understand, and act on?
The Problem
The existing process depended heavily on manual tracking. Account data, batch groupings, spend windows, and campaign insights were scattered across sources, and required repeated manual effort to assemble.
The team needed a clearer way to answer:
Which accounts belong to which batch?
Who manages each account?
Which accounts are prepaid or postpaid?
How does current spend compare to the previous window?
Which accounts are growing or declining?
How do campaign, ad set, and ad-level insights fit together?
Research & Direction
Before proposing the dashboard, I focused on understanding the workflow, the required data, and the technical possibilities.
The project moved from workflow research to a fully recreated dashboard UI in one working week, with a mid-process direction shift to a lighter API-to-Excel path.
1Research
Workflow Research
Understood how MPP ad accounts, batches, account managers, spend windows, and reporting needs were being handled.
2Proposal
Wireframe Proposal
Created the initial dashboard concept covering account selection, spend tracking, insights, and admin workflows.
3Stakeholders
Stakeholder Discussions
The marketing team was directly involved in the MPP workflow and connected with Meta stakeholders through recurring weekly meetings.
4Feasibility
Technical Feasibility
Coordinated with the tech team to understand what data could be fetched through API calls.
5Decision
Direction Shift
The team chose a lighter API-to-Excel reporting workflow instead of building the full dashboard UI immediately.
6Recreation
Portfolio UI Recreation
Recreated the original dashboard concept as a high-fidelity UI for portfolio presentation.
Product Scope
Four connected capabilities formed the dashboard. Together they covered account selection, spend tracking, drill-down insights, and admin maintenance in one workspace.
01
Account Selection
Search account name or ID
Batch-wise filtering
Account manager selection
Multi-select account controls
02
Spend Tracking
Last 7 Days Spend
Pre 90 and Post 90 windows
Spends Till Date
Growth / Decline status
03
Insight Exploration
Campaign insights
Ad set insights
Ad insights
Parent-child context
04
Admin Management
Assign account manager
Assign batch number
Set prepaid or postpaid
Bulk import accounts
User Flow
Context is established first, then analysis. The admin branch runs in parallel to keep account assignments up to date.
Main flow
1Login
2Search / Filter Accounts
3Select Batch and Account Managers
4Choose Spend or Insights
5Review Metrics and Tables
6Export or Manage Assignments
Admin branch
AAdmin
BAssign Account Manager
CAssign Batch Number
DSet Prepaid/Postpaid
ESave Changes
The flow prioritizes context before analysis, so users always know which account set they are reviewing before interpreting spend or insight data.
Data Model & Reporting Logic
Every number on the spends page traced back to one of two layers: how data was grouped, and how it was calculated.
Design Direction
The recreation focused on making the dashboard feel like a real internal operations product. The visual direction stayed clean and restrained so the UI could support readability rather than compete with the data.
The design system centered on:
Light backgrounds with white cards
Soft borders and compact filters
Blue accent states for primary actions
KPI cards, status badges, and date range controls
Formula helper panels that made logic visible
Sortable, exportable tables
Interface Highlights
The recreated interface as one connected system, with callouts mapping each product moment to its supporting surface.
Product identity and access
Login introduces the tool while keeping authentication focused.
Account context
Search, filters, batch selection, and multi-select establish what data is being analyzed.
Spend analysis
KPI cards, formulas, and tables separate summary from detail.
Reporting support
Date range selection, sorting, and CSV export support operational reporting.
Feasibility Decision
Why the Full Dashboard UI Was Not Built
The dashboard concept helped clarify the workflow and data structure, but the team later chose a simpler implementation path to solve the immediate reporting need faster.
Full Dashboard UI
Centralized account and spend visibility
Better long-term product experience
Easier filtering and drill-down insights
More scalable interface
Higher engineering effort
Longer implementation timeline
Chosen short-term direction
API-to-Excel Reporting
Faster to implement
Lower engineering effort
Solved the immediate data-access problem
Tech team handled API-based extraction
Reports were shared in Excel format over email
What This Project Helped Clarify
The full dashboard UI was not shipped internally. The team moved forward with a simpler API-to-Excel reporting workflow, but the dashboard proposal helped clarify the product opportunity, data structure, and ideal user flow.
Mapped the workflow
Defined how account selection, spend tracking, insights, and admin assignment could work together.
Clarified data requirements
Identified the fields, formulas, reporting windows, and hierarchy needed for the workflow.
Explored feasibility
Coordinated with the tech team around API-based data extraction possibilities.
Recreated the concept
Built a high-fidelity dashboard UI for portfolio presentation based on the original proposal.
This project showed that product design is not always about pushing the most complete interface. Sometimes the best short-term solution is the one that solves the immediate operational problem with less complexity.
Reflection
Working on this project taught me the value of understanding the full system before designing individual screens. The data hierarchy, stakeholder meetings, and technical feasibility discussions all shaped what the dashboard needed to be.
Even though the team chose a simpler path, the exercise of designing the complete dashboard gave me clarity on how to structure complex data interfaces, how to balance ambition with practicality, and how to present design work that shows both the vision and the reality of product decisions.