Financial Dashboard Concept
CFO PERSONA
the PROBLEM
DEFINED
Stakeholders are exploring the idea of a senior and executive leadership portal that will allow them to view company financials with graphics.
the GOAL
DEFINED
Provide a proof of concept through a dynamic dashboard solution that offers tables and charts of key financial and Human Resources data points.
the DESIGN PROCESS
SUMMARIZED
Conducting internal collaboration sessions to establish clear and unified direction and producing high-fidelity mockups.
the FINDINGS
COLLABORATION SUMMARY
After collaboration sessions with Executive and Senior Leadership members, key points that would be useful to be displayed on a dynamic dashboard included upcoming payroll statuses, unreconciled invoices, previous month profits & losses, quarterly EBITDA updates, company card transaction history, and monthly statuses & projections.
the FULL DESIGN
XD & PDF Versions
Below you can view the full design via XD Share Link or PDF.
