Creating a Credit Dashboard for Tribal

The QuickCall Line of Credit Dashboard is aimed at providing a user-friendly interface for venture capital firms to easily draw, repay, and manage their line of credit. The system should facilitate quick transactions while offering robust features for tracking and analysis.

Venture capital firms, fund managers, financial analysts, and admin staff.

Current available credit

Credit limit

Amount drawn

Pending transactions

Recent activity log

Alerts and notifications

Button to initiate drawing funds

Forms to specify amount and destination bank account

Real-time validation of entered data

Confirmation process

Transaction IDs and status updates

List of past transactions with filters (date, type, status)

Option to export data (CSV, PDF)

Detailed view for each transaction

Visual and/or auditory cues for important events (e.g., successful transaction, nearing credit limit)

Email/SMS notifications option

The design should prioritize speed and efficiency, as these are critical in financial decision-making.

The interface should be intuitive, requiring minimal clicks to complete key tasks.

A professional and clean aesthetic that aligns with financial services.

Clear hierarchy of information with the most critical data prominently displayed.

Graphs or charts to display credit usage over time

Quick stats or infographics for quick insights