The problem I was set to solve was how might we create an easily scannable internal dashboard that effectively displays relevant information to the company's stakeholders to make better informed business decisions and conduct necessary financial functions. Based on this understanding, I conducted a user interview with the CFO to identify the key data components that must be on the dashboard to show the profitability of the company and provide important insights to relay to the stakeholders of the organization as well as what type of functions will be needed for the dashboard.
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I was able to identify four key data components that needed to be on the dashboard: fee revenue, amount of money currently in the Jawudi ecosystem, amount of transactions per region, and average transaction amount. These components provided a snapshot analysis of the company's financial health, which was important for the CFO to monitor and report on. Since the stakeholders communicated with me they would need to see individual users information I created an accounts tab which housed a searchable, filterable, and downloadable database of every Jawudi account. Based on stakeholder feedback I focuses on having information such as customers' names, email addresses, account balances, and account statuses readily available for them to see. I decided to present this information in spreadsheet format since it was familiar to users and allowed them to quickly scan through the data. To further enhance the users' ability to monitor and remediate suspicious activities, customer requests for refunds, and more, I created an individual customer profile that provided a detailed view of the customer's personal information, entire transaction history, and account status. Additionally, I developed a detailed transaction page for every transaction made, where stakeholders could see all the details about the transaction to decide the appropriate amount needed to refund.