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Case study

Performance

One home for creators to understand what's working — posts, links, commissions, all in one place.

Role
Product Designer
Platform
Desktop and Mobile web
Year
2024-Present
Performance overview screen
Desktop performance overview screen
Links performance screen
Commissions and sales screen
Mobile views for the performance experience

Overview

CreatorIQ is a creator marketing platform where brands and creators run campaigns end-to-end. The Performance section is where creators answer the questions that drive their business: what worked this month, which links drove sales, and which content is worth repeating.

My role

Sole product designer on Performance. Partnered with product and engineering from discovery through dev-ready specs.

Context

Creators come to CreatorIQ with simple questions: What worked this month? Which links drove sales? What actually got approved? Before, this information was siloed in different pages with different labels, forcing creators to piece together results from social analytics, affiliate dashboards, and their personal inboxes. The process was confusing, frustrating, and inefficient.

Core problems

  • Scattered metrics without a clear narrative
  • Unclear commission statuses: approved, pending, declined
  • Inconsistent and weak filters, especially on mobile
  • Sharing results with brands required off-platform note-taking

Jobs to be done

  • Clearly display overall performance by time period
  • Highlight top posts and links to identify repeatable strategies
  • Track commissions and sales with legible statuses
  • Export proof of performance for brands and accounting

Design principles

  • Lead with clarity over volume
  • Maintain one set of terms across tabs, tiles, and tables
  • Make filters first-class and persistent
  • Centralize metrics and finances in one location
  • Provide clean exports mirroring on-screen filters

Information architecture

A three-tab structure that separates high-level overview from detail views, with shared filters and terminology across all three.

Performance -> Overview -> Links -> Commissions & Sales

Solution

Performance overview details

Overview

Creators land on the Overview page and immediately understand how they are doing. Compact tiles show posts, engagement rates, reach, and total earnings for the selected period. The Top Performing Posts strip highlights five posts with quick stats, while two summary blocks guide deeper exploration into link and sales performance.

Key decisions

  • Five top posts, not ten. Enough signal to spot patterns, few enough that creators can scan without scrolling. Longer lists tested worse because creators skimmed and stopped pulling insights.
  • Led with engagement rate over raw likes. Interviews showed creators use rate, not volume, when pitching brands. The Overview should match how they actually talk about their work.
  • Global time range, not per-tab. Context persists across the whole section so creators don't re-select "last 30 days" four times in one session.
Links tab details

Links

The Links tab lets creators filter affiliate links by date, clicks, transactions, commissions, and sale amount. Top-level counters show Total Links and Total Clicks with filters for campaign and link type, and CSV exports respect current table filters. On mobile, the same model shifts into stacked cards for legibility.

Key decisions

  • Sortable table over card grid. Links are a comparison task. Creators want to rank by clicks or commission, which tables do natively. Cards forced scrolling without making comparison easier.
  • CSV exports respect current filters. Creators were previously exporting everything and filtering in spreadsheets. Mirroring on-screen state cuts a full step out of brand reporting.
  • Full URL on hover, truncated by default. Link strings are long and noisy. Truncation keeps rows scannable without hiding data creators occasionally need.
Commissions and sales details

Commissions & Sales

The third tab answers the three questions creator support hears most often: What got approved? What is pending? What was declined? A summary band shows Total Sales for the selected period, then three cards break down commissions by state. The table lists transactions with status chips, order IDs, referring links, and amounts, and exports match what is on screen.

Key decisions

  • Three status cards before the table. Most creators open this tab to answer one of three questions: approved, pending, or declined. Surfacing counts up top means they often don't need to open the table at all.
  • Status chips use consistent color language across the platform. Green, yellow, and red carry meaning elsewhere in CreatorIQ. Reusing them removes a learning step for creators moving between sections.
  • One-click from transaction to originating link. Creators asking "what got approved" almost always follow with "from which link." The jump removes the context-switch.
Mobile performance layouts

Mobile

Key decisions

  • Same mental model, stacked layout. All three tabs keep their structure. Overview tiles stack, Links become cards, Commissions chips move above the table. No one has to relearn the section on mobile.
  • Sticky filters, not a drawer. Creators filter constantly on mobile and drawer patterns hide state. Sticky chips keep active filters visible without a tap.
  • Exports work from phone. Creators often pull reports between meetings or on the go. Requiring desktop to export was a common support complaint.