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Fintech Dashboard

Reducing User Errors in a Fintech Dashboard

↓ 30% user errors

↑ 28% task completion speed

↓ 43% workflow steps

Redesigned a complex finance dashboard to improve clarity and reduce costly user errors.

Role: UX Designer

Duration: 4 Weeks

Tools: Figma (UI Design, Prototyping, Design System)

key improvements

Simplified dashboard layout for better scanability

Improved data hierarchy and grouping

Reduced cognitive load through clearer visual patterns

The Problem

• Difficulty interpreting complex financial data

• High error rates in decision-making

• Overloaded dashboard with poor hierarchy

• Slower task completion in time-sensitive workflows

The Goal

Simplify data visualization and improve clarity for faster, more accurate decision-making.

Key Decisions

Simplified data grouping

→ Organized related metrics to reduce cognitive load

Simplified data grouping

→ Organized related metrics to reduce cognitive load

Improved visual hierarchy

→ Highlighted key insights for faster scanning

Improved visual hierarchy

→ Highlighted key insights for faster scanning

Reduced unnecessary data

→ Focused users on high-priority information

Reduced unnecessary data

→ Focused users on high-priority information

The Solution

Redesigned the dashboard with clearer hierarchy, improved data grouping, and simplified layouts to reduce cognitive load and improve scanability.

key Improvements

• Simplified layout to improve scanability

• Improved hierarchy and data grouping

• Reduced cognitive load with clearer visual patterns

Before → After

Before

Cluttered layout, difficult to scan

After

Structured layout with clear visual hierarchy

Simplified layout, improved data hierarchy, and reduced cognitive load.

Workflow Improvements

Before (7 steps)
Login → Dashboard → Reports → Export → Review → Submit

Before (7 steps)
Login → Dashboard → Reports → Export → Review → Submit

After (4 steps)
Login → Dashboard → Export → Submit

After (4 steps)
Login → Dashboard → Export → Submit

Reduced steps by 43%, improving task efficiency.

The Impact

Reduced errors and streamlined complex workflows, enabling faster and more confident decision-making in data-heavy financial tasks.

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