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Matrix

Helping marketing teams compare investment decisions with more confidence.

An internal marketing performance tool used to test and compare investment scenarios.

Company
Pernod Ricard
Role
Product Designer
Timeline
2021–2023
Type
AI & Data · Internal Product
Specific Brand x All campaigns, yearly view: campaign timeline with ROI per campaign, M&T spend by channel against volume, and the campaign performance table grouped by campaigns

01 The product

The interface had to support decisions, not just display data.

Matrix is used by people who already understand the domain. The interface did not need to introduce every concept from scratch. It needed to make existing information easier to compare and act on.

02 Challenge

You do not always need less information. You need a better way to see it.

The product is information-dense by necessity. Removing data was not always an option. Hierarchy, grouping and comparison had to do the work that empty space could not.

Historical data with sellout by brand across FY 2019–2021, and the help menu open: FAQ, user guides, what’s new, issues & questions, new request, access request
Historical data — sellout across fiscal years by brand, with help and requests one click away.

03 Approach

Start from the decision, then work backwards.

What decision is being made? What information supports it? What needs to be visible first, and what can wait until the user is ready to go deeper?

Specific Brand x All campaigns, yearly view: campaign timeline with ROI per campaign, M&T spend by channel against volume, and the campaign performance table grouped by campaigns
Spend vs ROI at different time scales · 1 / 4 · Yearly

04 Key interaction

Tables and scenarios had to make comparison possible.

When several options sit side by side, every column cannot have the same visual weight. Alignment, status and grouping were used so the eye could move across a scenario rather than reconstruct it.

Specific Brand x All campaigns, yearly view: campaign timeline with ROI per campaign, M&T spend by channel against volume, and the campaign performance table grouped by campaigns
Comparing campaigns and touchpoints · 1 / 3 · By campaign

05 Scenarios

Scenarios had to be easy to set up, compare and finalise.

In the control tower, scenarios are listed with their type, objective, reference year and status. From one row, a scenario can be linked to a rolling forecast, set as final, duplicated or edited, and its inputs open in a side panel.

Manage scenarios: tabs for pre-matrix, all, final and historical scenarios, with name and type, objective, reference year, dates, creator and status
Control tower: managing scenarios · 1 / 4 · Manage scenarios

06 Learning

Expert users still need hierarchy.

Designing for specialists does not mean making the interface complicated. It means knowing what they need immediately, and what they can open when they are ready.