Consolidated Financial Dashboard

Financial information on the platform lived in three separate places. A user checking their standing had to open the wallet for a balance, jump to invoices to see what was due, then switch to savings to track progress — a disjointed, time-consuming dance for what should be a single glance.

The cost was not only navigation depth. Because seeing and acting were decoupled, users routinely spotted an overdue invoice and then abandoned the flow before paying it.

• Excessive page navigation for routine checks
• No single view of financial standing
• Actions lived one or two screens away from the data that triggered them
• No proactive signal for low balance or overdue invoices

The design deliberately did not rebuild the wallet, invoices, or savings modules. The dashboard is an aggregation layer on top of them, which kept the blast radius small and the delivery fast.

• Aggregated read endpoints returning wallet balance, outstanding invoice totals and savings progress in a single call.
• Three summary cards with progressive disclosure — wallet (balance + last 3–5 transactions), invoices (outstanding amount + overdue count), savings (total saved + this month's progress).
• Unified action layer: atomic transactions that debit the wallet and mark an invoice paid in one operation, plus wallet-to-savings transfer.
• Notification service integration for low balance, overdue invoice and savings milestone alerts.
• User preference store so card order and visibility persist per account.

Ten tickets tracked in Linear against the Consolidated Financial Dashboard project, sequenced so the read-only dashboard shipped before any money-moving action went live.

• Discovery first: user interviews on check frequency and workflow, plus usage analysis to find which sections were accessed together and where users dropped off.
• Information hierarchy fixed before UI — wallet balance top, pending invoices immediately below, savings third.
• Read-only dashboard shipped first to validate the aggregation performance budget under real load.
• Unified actions gated behind the payment gateway integration and reviewed as a separate release.
• Optional onboarding tour added to introduce unified actions and customisation without blocking the screen.
• Mobile-first breakpoints; adaptive layout verified on small screens before desktop polish.

The dashboard became the default landing surface after login. The measurable win was not the view — it was that acting on the data no longer required leaving it.

• 30% reduction in navigation between the three financial sections.
• 20% increase in daily active users on the dashboard within three months.
• 25% of users engaging with unified actions directly from the dashboard.
• +15% user satisfaction on financial management in the post-launch survey.