Fintech Dashboard Case Study

Screenshot dashboard

Case study

Client
Cartel
Industry
Design Intent UI
Project type
Operations dashboard redesign
Duration
Jan 2025 to Mar 2025
My role
Product design, frontend architecture, data visualization
Summary
Rebuilt core workflows and reduced response times across the operations stack while improving reliability and visibility.

At a glance

Primary KPI
Time to resolution
Secondary KPIs
Approval lead time, refund latency, success rate
Tech
Laravel, React, TypeScript, Tailwind, Recharts

Context and goals

Problem: Fragmented tools, slow incident response, limited visibility into payment health.

Goals: Unify monitoring and actions, surface anomalies in real time, speed up approvals and refunds, make reporting self serve.

Users and jobs to be done

Ops lead
Monitor payment health and triage incidents.
Finance analyst
Reconcile payouts and track fees.
Support agent
Resolve disputes and process refunds.
Executive
Review KPIs and growth trends.

Scope

In scope
KPIs, anomaly alerts, approvals, refunds, disputes, reconciliation, reports.
Out of scope
Core ledger rewrite, new payment methods, mobile apps.

Research and insights

Inputs: Stakeholder interviews, shadowing, ticket audits, telemetry.

Key insights: Operators rely on timeline context, bulk actions are critical, latency spikes cluster by provider.

Information architecture

Core entities
Payments, charges, refunds, disputes, payouts, providers
Key attributes
Status, amount, currency, method, provider, region, risk score, timestamps
Actions
Approve, refund, dispute, escalate, export
Overview
KPI cards, sparkline trends, recent incidents
Health
Provider status, failure breakdowns, latency percentiles
Operations
Search, filters, bulk actions for approvals, refunds, disputes
Finance
Payout status, fee summaries, reconciliation tools
Reports
Scheduled and ad hoc with CSV and XLSX export

System design

Data model: Payments, charges, refunds, disputes, payouts, providers.

Pipelines and APIs: Ingest events, normalize, aggregate, store, index, expose read models for dashboards and write models with audit logs.

Design system

Tokens
Color, spacing, radius, elevation
Components
Card, Table, Toolbar, Filter, Chart, Badge, Toast, Dialog
Patterns
Bulk actions, progressive disclosure, optimistic updates

Key flows

Incident triage: Alert to root cause to mitigation with provider filters and timeline.

Refund workflow: Search, validate risk signals, process, notify, log.

Visualization

KPIs
Net revenue, success rate, chargebacks, pending refunds
Charts
Area for revenue, bar for failures by reason, line for latency
Time grouping
30 min for today or yesterday, daily for weeks, monthly for months

Performance, accessibility, security

Performance: Column virtualization, query caching, incremental hydration.

Accessibility and security: React Aria primitives, focus management, RBAC by role, scoped API tokens, audit trails, PII redaction.

Implementation highlights

Stack
Laravel v12, Inertia React, Vite, TypeScript
Charts
Recharts with custom tooltip and legend
Tables
Server search, facets, pagination, CSV and XLSX export
Theming
Token driven light and dark

Results

Time to resolution
38 percent faster
Refund latency
42 percent faster
Chargeback rate
12 percent lower
Support handle time
27 percent lower

Outcome:
Clear visibilityfaster actionsfewerfewer escalations

Timeline and team

Phases: Discovery, design, implementation, hardening, launch.

Team: Product designer, frontend engineer, backend engineer, data engineer, QA, PM.

Testimonials

Ops lead: The new dashboard cut our morning triage time in half.

Finance analyst: Reconciliation is now a one click task.

Book a 20 minute discovery