Finance reports

Improved product-market fit for fintech tool with a reports dashboard that touches B2C and B2B customers. Above: income-focused reports, to optimize income streams.

Initial wireframe was drawn in Notion and only highlighted incomes and expenses. How might we make this more appealing to users?

A simple storyboarding exercise produced and ‘aha’ moment: different users have different financial goals.

A soft onboarding for the three main financial goals I identified: 2 for B2C (growing incomes, saving more), 1 for B2B (team management).

‘Save’ dashboard: monitors expenses, keeps track of expense categories, and provides budget-related insights.

‘Manage’ dashboard: focuses on overviewing both income streams and team expenses, to draw immediate insights for all team members. For each sub goal, I assigned an individual dashboard widget.