Finlytics Solutions, a financial insights provider, reached out to us to revamp their existing analytics dashboard. Their old interface was outdated, hard to navigate, and didn’t communicate insights effectively. Our goal was to build a clean, high-performance dashboard that turns raw financial data into clear, actionable information for both analysts and executives.
We started by mapping out user journeys for different roles—from CFOs and analysts to operations teams. With a strong focus on usability and performance, we designed a robust dashboard structure that uses smart layouts, color-coded components, and responsive visualizations for better clarity and control.
project Goals
- Improve usability and visual clarity for financial data
- Support real-time performance tracking and budget monitoring
- Enable custom reporting with dynamic charts and data ranges
- Design a secure and scalable layout suitable for large enterprises
Key Features
- Real-Time Metrics Dashboard—Displays revenue, expenses, and cash flow status
- Smart Budget Tracker—Tracks actual vs. projected expenses across departments
- KPI Widgets—Customizable key performance indicators for fast reporting
- Forecasting Tools—Predictive charts and AI-powered projections
- Secure User Roles—Different data access levels for admins, analysts, and executives
- Dark & Light Mode—Adaptive UI preferences for working comfort
- Downloadable Reports—Export in PDF/CSV with one click
- Audit Trails—Log of changes for compliance and review
Unique Aspects
- Built with real-time API integration for dynamic finance tracking
- Designed using accessibility-first principles to support all users
- Developed adaptive charting tools with drill-down and zoom features
- Introduced notification center for budget alerts and deadline reminders
- Integrated AI suggestions panel for smarter forecasting and savings tips
Results
- Reduced reporting time by 45% across finance departments
- Significant improvement in dashboard adoption from 38% to 85%
- Increased transparency across departments with clean, readable data
- Positive user feedback on mobile-responsive layout and intuitive filters
With Finlytics, we reimagined what a finance dashboard could be—less spreadsheet, more strategy. By merging data science with design thinking, we created a platform that doesn’t just inform—it empowers. This dashboard now serves as the daily command center for financial decision-makers, helping them stay in control in real time.
