Dashboard Design For Finsight

Client: Fintech startup Role: Product Designer (UI/UX) Tools Used: Figma, Google Sheets

The client’s internal finance team struggled with:

Scattered data across tools and spreadsheets

Slow reporting processes

Difficulty tracking invoices and customer behavior

Lack of actionable insights to guide business decisions

I designed FINSIGHT, a modern and intuitive dashboard that brings all core financial data into a single interface. The goal was to empower teams to make faster, smarter, and more informed decisions.

Conducted a UX audit of their current workflow

Interviewed 2 finance staff to understand data usage pain points

Competitor analysis on finance dashboards (QuickBooks, Wave, Zoho)

Defined key KPIs: Revenue, Sales, Invoices, Profit, Customer count

Created low-fidelity wireframes to map information hierarchy

Prioritized real-time visibility and clean categorization

Clean grid layout with emphasis on data clarity

Color-coded status indicators (Paid, Failed, Pending)

Sales analytics graph with monthly insights

Circular invoice chart for quick invoice health breakdown

Sidebar navigation with scalable components

Interactive prototype showcasing user flow and dashboard interaction

Usability-tested with 2 internal users from the client’s team

Real-time customer, revenue, and invoice metrics

Visualized sales trends and invoice stats

Clear status labels for fast decision-making

Filterable invoice tables for better organization

Reduced reporting time by 35% for finance team

Improved invoice tracking and client payment follow-up process

Helped leadership visualize business health at a glance

Enhanced team productivity with a central source of financial truth

My ability to design clean, data-driven interfaces

End-to-end thinking from research to polished UI

How thoughtful UX can create measurable business value