Practice Makes Profit II : Presenting Big Data in Dashboards

Practice Makes Profit is a design anthology curated from my favourite practice designs. 

Each project highlights a unique UX and UI theory and decision. 

Whether intranet or customer facing, We need concise and effective

design for reporting big data and to help make decisions from visualization.

FOR ENTREPRENEURS 

This dashboard is for small and medium business owners

 who want the ability to quickly track incoming and outgoing revenue.

The strength of this dashboard is the at-a-glance analysis of payments, 

and withdrawals. It supplies information on who sent the payment, 

which institute authorized the transaction, and succeed/fail/pending status. 

What also differentiates this dashboard is the personalized touch 

displayed to the user from the messaging, notification, and profile picture icons

in the upper right hand corner.  The calendar that displays below these attributes

further turns this corner into a "command center" that gives the user a feeling of control 

and iterates user-set actionable tasks in the sea of big data that populates the dashboard. 

FOR PERSONAL FINANCE

The strength of this dashboard is the lower frame containing transaction data

and  the standard: amount, date and merchant information. The information presented

in the withdrawals and deposits directly correlates to the above graph that gives

a visualization over time of the relationship between deposits and withdrawals

These are two windows which give the same information in two different 

views which tell the user a more complete story.  The overall balance

of the bank account which would be the "moral" of the story 

(Data as narrative :) ) is displayed prominently above both windows. 

 My favourite part of this design is the ordered list to the left of the dashboard. 

It is navigational in nature but the list is ordered by function.

Considering a hierarchy of importance, the first three options are grouped

by money and access to recent transactions. The second group, alerts and archive,

takes into account (pun intended) transaction history that is older than 

where a user might check for more recent transactions. The third group

are functions that require the aide of stakeholders other than the user.

Lastly, settings is placed axiomatically at the bottom of the list.  

FOR BUSINESSES

Many sensitive business needs and decisions are determined by that hard hitting

bottom line. But getting to the bottom line requires reporting key metrics and 

interpreting analytics. This dashboard's strength comes from the quick

summaries each of the cards gives of the metric it represents. With an

aggregate summary reported in the middle of the dashboard.

One of the challenges of creating fintech dashboards is the sensitivity of

the information inasmuch as the reality that certain metrics, if left out tell

only half a story. Therefore, it is incumbent we maintain fidelity of presentation.

The problem is the real estate with which we have to communicate. The below graph

reports three metrics in one window. It works because the contrast in colors

is prominent and the analytics from each report are correlated. 

Design conquers all.