Creating a Credit Dashboard for Tribal
Ray justin Mendoza
Project Overview
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.
Target Users
Venture capital firms, fund managers, financial analysts, and admin staff.
Key Features and Components
Dashboard Overview
Current available credit
Credit limit
Amount drawn
Pending transactions
Recent activity log
Alerts and notifications
Draw Funds
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
Transaction History
List of past transactions with filters (date, type, status)
Option to export data (CSV, PDF)
Detailed view for each transaction
Notifications and Alerts
Visual and/or auditory cues for important events (e.g., successful transaction, nearing credit limit)
Email/SMS notifications option
UX/UI Considerations
User Experience
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.
User Interface
A professional and clean aesthetic that aligns with financial services.
Clear hierarchy of information with the most critical data prominently displayed.
Data Visualization
Graphs or charts to display credit usage over time
Quick stats or infographics for quick insights
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Posted Oct 2, 2023
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.
