Visa, Analytics Platform2020–2022

Dig deeper.Decide faster.

The Cardholder Behavior dashboard: saved filters across the top, a rail of KPI cards with year-over-year and peer comparisons, and a flow chart of how cards moved between spend bands

Role: Primary designer, end to end
Users: Analysts and executives at client banks
Platform: Web
Timeline: 2020–2022

Overview

Problem: Client banks’ reports were specialized and siloed, the data was hard to read, and real digging happened off-platform, so few people came back.
Opportunity: Visa gives client banks analytics on their own card programs. If analysts and executives worked in it, Visa’s data would drive their decisions.
Solution: Dashboards that help analysts find trends and executives make decisions: one page per question, with the context to trust the answer.

The result

One page per question, with the context to trust the answer.

Spend per active: a trend line against the benchmark, with frequency, view and comparison controls — TrendSpend per active, year over year, against a benchmark.

Spend per active by market segment: a table of the top five segments against the benchmark, and stacked bars over time — Market segmentsYour top segments, side by side with your peers.

Every number,explained.

Analysts got depth on demand and an easy way out to their own tools. Executives got a page they could read and share. The final round came back extremely positive on look and feel, navigation and ease of use. What people still asked for was more definition: who exactly are my peers?