Designing a Finance Dashboard from Scratch
Designing a Finance Dashboard from Scratch
Designing a Finance Dashboard from Scratch
Building a financial dashboard from the ground up using structured information architecture and visual hierarchy to turn dense data into clear and actionable insight.
Building a financial dashboard from the ground up using structured information architecture and visual hierarchy to turn dense data into clear and actionable insight.
Building a financial dashboard from the ground up using structured information architecture and visual hierarchy to turn dense data into clear and actionable insight.
Industry
Financial Services
My Role
UI UX Designer
Team Size
Sole Designer and Developers
Sole Designer and Developers
Scope
Financial Monitoring Dashboard
Financial Monitoring Dashboard
Tools
Figma
Overview
The organisation operated across multiple regional headquarters, each using a different software system to manage financial transactions and each working in a different currency. There was no single place where financial visibility existed across the business as a whole.
The organisation operated across multiple regional headquarters, each using a different software system to manage financial transactions and each working in a different currency. There was no single place where financial visibility existed across the business as a whole.
The organisation operated across multiple regional headquarters, each using a different software system to manage financial transactions and each working in a different currency. There was no single place where financial visibility existed across the business as a whole.
I was brought on as the sole UI/UX designer to design a finance dashboard from the ground up, one that could pull together data from disparate systems and currencies into a single, coherent and decision-ready view.
I was brought on as the sole UI/UX designer to design a finance dashboard from the ground up, one that could pull together data from disparate systems and currencies into a single, coherent and decision-ready view.
I was brought on as the sole UI/UX designer to design a finance dashboard from the ground up, one that could pull together data from disparate systems and currencies into a single, coherent and decision-ready view.
CHALLENGE
One Business, Multiple Financial Systems & Currencies
One Business, Multiple Financial Systems & Currencies
One Business, Multiple Financial Systems & Currencies
With financial data spread across multiple regional systems and currencies, leadership lacked a consolidated view of the organisation’s overall financial performance. Each region had its own numbers, but there was no clear way to see the bigger picture or compare performance without manual reconciliation.
With financial data spread across multiple regional systems and currencies, leadership lacked a consolidated view of the organisation’s overall financial performance. Each region had its own numbers, but there was no clear way to see the bigger picture or compare performance without manual reconciliation.
With financial data spread across multiple regional systems and currencies, leadership lacked a consolidated view of the organisation’s overall financial performance. Each region had its own numbers, but there was no clear way to see the bigger picture or compare performance without manual reconciliation.
CONSTRAINT
Multiple data sources, currencies, and regional workflows—with no existing design patterns or unified system to build upon. The experience had to be designed from the ground up.
Multiple data sources, currencies, and regional workflows—with no existing design patterns or unified system to build upon. The experience had to be designed from the ground up.
Multiple data sources, currencies, and regional workflows—with no existing design patterns or unified system to build upon. The experience had to be designed from the ground up.
APPROACH
Created a structured information architecture to organise and standardise financial data across regions, making consolidated reporting and cross region comparisons clearer and more intuitive.
Created a structured information architecture to organise and standardise financial data across regions, making consolidated reporting and cross region comparisons clearer and more intuitive.
Created a structured information architecture to organise and standardise financial data across regions, making consolidated reporting and cross region comparisons clearer and more intuitive.
Design Process
How We Approached It
How We Approached It
How We Approached It
Understanding the Data
Landscape
Stakeholder
Alignment
01
Worked with stakeholders to understand the different source systems, currencies and the kinds of financial questions the dashboard needed to answer.
Worked with stakeholders to understand the different source systems, currencies and the kinds of financial questions the dashboard needed to answer.
Worked with stakeholders to understand the different source systems, currencies and the kinds of financial questions the dashboard needed to answer.
Information Architecture
02
Defined a structure for grouping financial data logically by region, category and time. So users could navigate the dashboard intuitively regardless of the source system behind each number.
Defined a structure for grouping financial data logically by region, category and time. So users could navigate the dashboard intuitively regardless of the source system behind each number.
Defined a structure for grouping financial data logically by region, category and time. So users could navigate the dashboard intuitively regardless of the source system behind each number.
Wireframing Core Views
03
Designed wireframes for key dashboard views in Figma, prioritising the financial metrics that mattered most at a glance.
Designed wireframes for key dashboard views in Figma, prioritising the financial metrics that mattered most at a glance.
Designed wireframes for key dashboard views in Figma, prioritising the financial metrics that mattered most at a glance.
Visual Hierarchy & Data
Grouping
04
Established a clear visual hierarchy to surface high-priority figures first, with supporting detail organised beneath, reducing the effort needed to find the right number.
Established a clear visual hierarchy to surface high-priority figures first, with supporting detail organised beneath, reducing the effort needed to find the right number.
Established a clear visual hierarchy to surface high-priority figures first, with supporting detail organised beneath, reducing the effort needed to find the right number.
High-Fidelity UI Design
05
Translated wireframes into a polished, consistent visual design, including handling of multi currency formatting and cross-region comparison views.
Translated wireframes into a polished, consistent visual design, including handling of multi currency formatting and cross-region comparison views.
Translated wireframes into a polished, consistent visual design, including handling of multi currency formatting and cross-region comparison views.
Stakeholder Review & Handoff
Stakeholder Review &
Handoff
06
Presented the dashboard design to stakeholders, incorporated feedback, and prepared the final design for development handoff.
Presented the dashboard design to stakeholders, incorporated feedback, and prepared the final design for development handoff.
Presented the dashboard design to stakeholders, incorporated feedback, and prepared the final design for development handoff.
Deliverables
& Outcomes
Deliverables & Outcomes
What We Delivered
What We Delivered
What We Delivered
A finance dashboard designed from scratch, unifying data across multiple systems and currencies
A structured information architecture enabling clear cross-region financial comparison
An optimised visual hierarchy that surfaces key financial indicators at a glance
A scalable design foundation that can accommodate additional regions or systems in future
A finance dashboard designed from scratch, unifying data across multiple systems and currencies
A structured information architecture enabling clear cross-region financial comparison
An optimised visual hierarchy that surfaces key financial indicators at a glance
A scalable design foundation that can accommodate additional regions or systems in future
A finance dashboard designed from scratch, unifying data across multiple systems and currencies
A structured information architecture enabling clear cross-region financial comparison
An optimised visual hierarchy that surfaces key financial indicators at a glance
A scalable design foundation that can accommodate additional regions or systems in future
Ananya Lod
UI UX Designer
Contact me
Let’s bring your ideas to life through thoughtful design.
From ideas to impactful experiences.
© Ananya Lod 2026 | All Rights Reserved
Ananya Lod
UI UX Designer
Contact me
Let’s bring your ideas to life through thoughtful design.
From ideas to impactful experiences.
© Ananya Lod 2026 | All Rights Reserved
Ananya Lod
UI UX Designer
Contact me
Let’s bring your ideas to life through thoughtful design.
From ideas to impactful experiences.
©Ananya Lod 2026 | All Rights Reserved