Dashboards
Dashboards
Dashboards
Decision-Ready Profit Systems
Built for Real Business Decisions
Decision-Ready Profit Systems
Built for Real Business Decisions
Decision-Ready Profit Systems
Built for Real Business Decisions
It replaces rigid reporting with a modular, composable approach allowing users to collaborate, build dashboards around real business questions, dynamically organize insights and continuously adapt their view of performance.
It replaces rigid reporting with a modular, composable approach allowing users to collaborate, build dashboards around real business questions, dynamically organize insights and continuously adapt their view of performance.
It replaces rigid reporting with a modular, composable approach allowing users to collaborate, build dashboards around real business questions, dynamically organize insights and continuously adapt their view of performance.
Lead Product Designer
- Lead Product Designer
Lead Product Designer
Data / Collaboration
- Data / Collaboration
Data / Collaboration
Enterprise Profit Management
- Enterprise Profit Management
Enterprise Profit Management
Overview
Overview
Modern finance teams don’t lack dashboards - they lack clarity, flexibility, and trust in numbers
Modern finance teams don’t lack dashboards - they lack clarity, flexibility, and trust in numbers
Most tools force users into:
Most tools force users into:
Rigid templates
Rigid templates
Static reporting views
Static reporting views
Fragmented collaboration
Fragmented collaboration
I led the design of a modular dashboard system that enables teams to:
I led the design of a modular dashboard system that enables teams to:
Build dashboards from scratch
Build dashboards from scratch
Configure and reorder insights dynamically
Configure and reorder insights dynamically
Visualize profitability with precision
Visualize profitability with precision
Collaborate across finance and business teams
Collaborate across finance and business teams
Build dashboards from scratch
Visualize profitability with precision
Configure and reorder insights dynamically
Collaborate across finance and business teams
This work complements the Profit Intelligence platform, turning insight into something teams
can actually use and act on.
This work complements the Profit Intelligence platform, turning insight into something teamscan actually use and act on.
This work complements the Profit Intelligence platform, turning insight into something teams can actually use and act on.
The Problem
The Problem
Finance Teams Were Struggling
with Three Core Issues:
Finance Teams Were Strugglingwith Three Core Issues:
Dashboards were far too rigid
Dashboards were far too rigid
Users couldn’t easily create or customize views based on evolving business questions.
Insight was disconnected
Insight was disconnected
Data lived in silos — dashboards didn’t reflect how teams actually think about profit.
Collaboration
was limited
Collaboration
was limited
Sharing insights required exporting, rebuilding, or explaining context manually.
Objective
Objective
Design a dashboard experience that:
Design a dashboard experience that:
Aligns with how finance teams analyze profitability at a transaction level
Introduces true collaboration across teams
Enables first-time users to create dashboards easily
Allows dynamic arrangement of insights
Supports deep customization without complexity
Aligns with how finance teams analyze profitability at a transaction level
Enables first-time users to create dashboards easily
Supports deep customization without complexity
Introduces true collaboration across teams
Allows dynamic arrangement of insights
Aligns with how finance teams analyze profitability at a transaction level
Supports deep customization without complexity
Allows dynamic arrangement of insights
Enables first-time users to create dashboards easily
Introduces true collaboration across teams
Solution
Solution
We introduced a flexible, modular dashboard system built around four core capabilities:
Guided dashboard creation
Guided dashboard creation
Widget-based composition
Widget-based composition
Collaborative sharing
Collaborative sharing
Guided dashboard creation
Collaborative sharing
Widget-based composition
This transforms dashboards from static reports into living analytical environments.
This transforms dashboards from static reports into living analytical environments.
Creating a Dashboard for the First Time
The goal was to make it effortless for a new user to go from zero → structured dashboard
The goal was to make it effortless for a new user to go from zero → structured dashboard.
Key Design Decisions:
Key Design Decisions:
Removed empty-state friction with a guided creation flow
Removed empty-state friction with a guided creation flow
Introduced a clear entry point: “Create Dashboard”
Introduced a clear entry point: “Create Dashboard”
Allowed users to immediately begin adding value (widgets)
Allowed users to immediately begin adding value (widgets)
UX Principles Applied:
Progressive disclosure
Progressive disclosure
Only show complexity when needed
Immediate value creation
Immediate value creation
Users can add widgets from the start
Clarity over flexibility
Clarity over flexibility
Reduce decision fatigue for first-time users
As a result, users can now:
Create dashboards in seconds
Create dashboards in seconds
Start with meaningful data immediately
Start with meaningful data immediately
Avoid the “blank canvas problem”
Avoid the “blank canvas problem”
Widget-Based System
Widget-Based System
Dashboards are built using modular widgets. Each widget represents a specific analytical view:
Dashboards are built using modular widgets. Each widget represents a specific analytical view:
Profit by customer
Profit by customer
Product performance
Product performance
Cost breakdown
Cost breakdown
Operational metrics
Operational metrics
Instead of forcing predefined dashboards, we allow users to:
Instead of forcing predefined dashboards, we allow users to:
Build views around their specific questions
Build views around their specific questions
Combine financial + operational data
Combine financial + operational data
Iterate without rebuilding
Iterate without rebuilding
Design Approach:
Design Approach:
Clear widget selection patterns
Clear widget selection patterns
Consistent configuration UI
Consistent configuration UI
Reusable interaction models across all chart types
Reusable interaction models across all chart types
Reordering & Layout Control
Reordering & Layout Control
Users needed flexibility, but most tools make layout management:
Clunky
Clunky
Rigid
Rigid
Complex
Complex
We introduced intuitive drag-and-drop reordering, where users can:
We introduced intuitive drag-and-drop reordering, where users can:
Move widgets freely
Move widgets freely
Prioritize insights visually
Prioritize insights visually
Structure dashboards based on importance
Structure dashboards based on importance
Key Design Decisions:
Key Design Decisions:
Direct manipulation (no settings panels)
Direct manipulation (no settings panels)
Real-time feedback while moving elements
Real-time feedback while moving elements
Layout stability to avoid accidental disruption
Layout stability to avoid accidental disruption
As a result, Dashboards become:
As a result, Dashboards become:
Personal
Personal
Adaptable
Adaptable
Structured around how users think
Structured around how users think
Multiple Dashboards Provide
Ownership & Visibility
Multiple Dashboards ProvideOwnership & Visibility
As usage grows, dashboards become:
As usage grows, dashboards become:
Hard to find
Hard to find
Difficult to manage
Difficult to manage
Confusing across teams
Confusing across teams
The solution was the introduction of a dashboard management system:
The solution was the introduction of a dashboard management system:
My Dashboards → Personal views
My Dashboards → Personal views
Shared With Me → Collaborative access
Shared With Me → Collaborative access
This matters because it:
This matters because it:
Clarifies ownership
Clarifies ownership
Supports team workflows
Supports team workflows
Prevents duplication and confusion
Prevents duplication and confusion
By using the design principle: Separation without fragmentation, users now understand:
By using the design principle: Separation without fragmentation, users now understand:
What they own
What they own
What is shared
What is shared
Where to find critical insights
Where to find critical insights
Collaboration & Sharing
Collaboration & Sharing
Dashboards are not just for viewing — they are for alignment.
Dashboards are not just for viewing — they are for alignment.
Users can:
Users can:
Share dashboards with team members
Share dashboards with team members
Collaborate on insights
Collaborate on insights
Work from a single source of truth
Work from a single source of truth
The Impact:
The Impact:
Reduces back-and-forth between finance and business teams
Reduces back-and-forth between finance and business teams
Eliminates duplicated analysis
Eliminates duplicated analysis
Aligns teams around consistent metrics
Aligns teams around consistent metrics
Creating Advanced Visualizations
Creating Advanced Visualizations
The problem finance leaders face with advanced charts are often:
The problem finance leaders face with advanced charts are often:
Hard to configure
Hard to configure
Hidden behind complexity
Hidden behind complexity
Inconsistent across tools
Inconsistent across tools
We designed a structured chart creation flow that simplifies complexity where users can:
We designed a structured chart creation flow that simplifies complexity where users can:
Select Chart Type
Select Chart Type
Define dimensions
Define dimensions
Configure segmentation (e.g., stacked values)
Configure segmentation (e.g., stacked values)
The focus was to make complex analysis:
The focus was to make complex analysis:
Accessible
Accessible
Understandable
Understandable
Repeatable
Repeatable
The result was that without needing technical expertise, users can create:
The result was that without needing technical expertise, users can create:
Multi-dimensional views
Multi-dimensional views
Comparative analysis
Comparative analysis
Deeper profitability insights
Deeper profitability insights
Scalable Chart System
Scalable Chart System
To support different analytical needs, we designed
a flexible chart system including:
To support different analytical needs, we designeda flexible chart system including:
Distribution Views
Distribution Views
Comparative Visuals
Comparative Visuals
Stacked Bar Charts
Stacked Bar Charts
Bar Charts
Bar Charts
Line Charts
Line Charts
Pie Charts
Pie Charts
The Design Challenge was to Balance:
The Design Challenge was to Balance:
Flexibility
Flexibility
Consistency
Consistency
Usability
Usability
Approach:
Approach:
Reusable Components across chart types
Reusable Components across chart types
Unified configuration patters
Unified configuration patters
Predictable Interactions
Predictable Interactions
The Result is a System that Scales Across:
The Result is a System that Scales Across:
Different users(CFO → analyst → operator)
Different users(CFO → analyst → operator)
Different data types
Different data types
Different Use cases
Different Use cases
The Work Completed
Transformed Dashboards
The Work Completed
Transformed Dashboards
Business Impact:
Business Impact:
Users can answer their own questions
Users can answer their own questions
Dashboards reflect real business thinking
Dashboards reflect real business thinking
insight becomes actionable
insight becomes actionable
User Impact:
User Impact:
Faster insight generation
Faster insight generation
Reduced dependency on analysts
Reduced dependency on analysts
Increased adoption across teams
Increased adoption across teams
The real challenge wasn’t
building dashboards
The real challenge wasn’tbuilding dashboards
It was designing a system that:
It was designing a system that:
Reflects how teams think about profit
Reflects how teams think about profit
Adapts to changing business questions
Adapts to changing business questions
Turns insight into something teams can act on
Turns insight into something teams can act on
My Role & Contribution
My Role & Contribution
As Design & UX Lead for this project, I was responsible for:
As Design & UX Lead for this project, I was responsible for:
Led end-to-end UX design
Led end-to-end UX design
Elevated usability of existing capabilities
Elevated usability of existing capabilities
Defined interaction models widgets & dashboards
Defined interaction models widgets & dashboards
Designed scalable visualization system
Designed scalable visualization system
Aligned product with real workflows
Aligned product with real workflows