Financial Dashboard
A data visualization dashboard for investors to support their decisions on a financial platform.
Process: After identifying needs from funders, a team of 3 designers and UX researchers drafted many iterations of this dashboard. We started by creating a hierarchy for the the placeholder cards. We've then identified which type of graph would correspond best to each data point. Along the way, we've validated our model with data scientists, funders (the end users), and finance specialists.
One of the draft we did prior to our high res mockups. We gathered notes from funders and investors and organized them by 'must-have' and 'good-to-have'. During our working session, we also called in financial savvy resources to confirm some elements. From this draft, we created the high-res dashboard that can be seen below.
