Redesign Dashboard Saas For Qlola Financial Dashboard
Dea Niar Misdayuni
Requirement from Product Owner
From the PO requirements listed here, they want to add the following data:
Requirement from PO
Last Transaction
Account Summary
Alternatives if there is interest income or not
Top Transactions
Existing Design
The current live appearance of the Financial Dashboard for Cash Management is as follows.
Audit Design Existing
Analyzing Design to Enhance User Experience
Design Alternative with more options
To create a rationale for the design alternatives presented in the three dashboard solutions, we'll consider the unique features and intended functionality of each version:
1. Alternative 1(Dengan pendapatan bunga & account summary)
This version includes both interest income and an account summary, offering a comprehensive view of the user's financial status. It provides:
A total balance overview with detailed breakdowns.
Historical balance and transaction history charts.
Top transactions and latest transactions.
Interest income data.
Rationale:
Comprehensiveness: By including both the interest income and account summary, this dashboard provides a full picture of financial activity, which can be useful for users who need detailed insights into their finances.
Detailed Analysis: The inclusion of various charts and summaries helps users to analyze their financial performance over time, making it ideal for detailed financial management.
2. Alternative 2 (Dengan pendapatan bunga tanpa account summary)
This version focuses on interest income without the account summary. It includes:
Total balance overview with detailed breakdowns.
Historical balance and transaction history charts.
Top transactions and latest transactions.
Interest income data.
Rationale:
Focus on Interest Income: For users who are primarily interested in tracking interest income, this version removes the account summary to streamline the focus.
Simplified Overview: Without the account summary, the dashboard is less cluttered and can be easier to read for users who do not require a detailed account summary.
3. Alternative 3 (tanpa pendapatan bunga tanpa account summary)
This version omits both interest income and the account summary, providing a more straightforward view of essential financial data. It includes:
Total balance overview with detailed breakdowns.
Historical balance and transaction history charts.
Top transactions and latest transactions.
Rationale:
Minimalist Design: This dashboard is designed for users who prefer a minimalist approach, focusing solely on the most critical financial data.
Ease of Use: By removing less frequently used data points (interest income and account summary), this design enhances usability and ensures that users can quickly access the most relevant information.
Conclusion:
Alternative 1 : is ideal for users who need a comprehensive and detailed financial overview, including interest income and account summaries.
Alternative 2 : is suitable for users focused on interest income without the need for an account summary, offering a more streamlined view.
Alternative 3 : caters to users who prefer a minimalist design with essential financial data, excluding interest income and account summaries for simplicity and ease of use.
And this.. for Best Alternative Design Concept
Among the two best design solutions, Alternatif 1: Account Summary with Detail View (Alternative 1) stands out as the best option. Here's why:
Comprehensive Insights: This design allows users to access detailed views of their account summaries directly from the homepage. This feature is invaluable for users who require in-depth analysis of their financial activities.
Organized Presentation: By categorizing and grouping similar charts together, Alternatif 1 ensures that the dashboard is not only visually appealing but also easy to navigate. This organization helps users quickly find and interpret the data they need.
Enhanced User Experience: The use of cards for top transactions provides a clear, distinct, and quick way to access key information. This design element enhances the overall user experience by making important data readily accessible.
Flexibility and Detail: Offering detailed views via entry points on the homepage adds a layer of flexibility. Users can choose to explore more detailed information as needed, making this design adaptable to varying user needs.
In summary, Alternatif 1 offers a balanced combination of detailed insights, organized data presentation, and enhanced user experience, making it the superior choice for users seeking comprehensive and user-friendly financial dashboards.
Like this project
Posted Jul 26, 2024
Dea revamped an existing Financial Dashboard to enhance its UI/UX, leading to faster load times and higher user satisfaction scores.
