PFM dashboards

2025 client work

How to improve product-market fit with goal-based dashboards

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Project PFM web application, 2024
Team 2 product designers, client
Goal B2C-focused financial reports
Work I led the design on this feature from concept to implementation, and the initiative to introduce functionalities for businesses. I proposed 3 different dashboards based on researched user goals, using a modular system of finance management widgets, and a soft onboarding with content designed by myself.
Result Customizable, goal-oriented financial dashboards, with B2B overlap