📊 Not-boring PFM dashboards
How might goal-based dashboards improve product-market fit?
Context
‘Cashwiser’ identified a market need for user-centric financial dashboards, 100% under the user’s control. The “Reports” feature was one of 4 sprints.
I was part of a team of two product designers working alongside the founders. For the “Reports” feature, I used the UI language designed by my colleague, and I owned the discovery phase, research, flow mapping, and hand-off.
Goal
To understand current user needs and design a solution that goes beyond simply showing incomes and expenses.
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Greatest UX challenge
Accustom users to a goal-based financial dashboard.
Leadership created this wireframe and Notion and asked: “How might we make this more appealing to users?”
Using exploratory research (asking Revolut users about their widget usage), I storyboarded frames that highlighted an ‘aha’ moment: different users have different financial goals. I used the storyboard to align on feature requirements.
I designed this modal to show how Reports could be used by a B2B segment, to go beyond the initial B2C market.
The ‘Grow’ dashboard focuses on income streams to allow for optimization of the highest-earning ones.
The “Save” monitors expenses, keeps track of expense categories, and provides budget-related insights.
The ‘Manage’ dashboard overviews both income streams and team expenses, to draw immediate insights about all team members. For each sub goal, I assigned an individual dashboard widget.
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Impact
Goal-oriented financial dashboards produce more value to PFM customers, and create market fit with small business owners and team leaders.
What's next?
Read the Perfect game for budgeting case study.
Email me at work@florianpopescu.com to learn more about this case study.
Book a call with me on Calendly.