Seeneco

Business Finance Dashboard

Company:

Seenco

Industry:

Fintech / SaaS / B2B

Date:

2018

Goal:

Improve dashboard usability and refresh UI with a more modern look.

Actions
  • Redesigned the existing dashboard with a focus on clarity and consistency.
  • Updated charts and visualizations to make financial trends easier to read and act on.
  • Refined navigation and interactions to streamline user flows.
  • Delivered the full redesign in Figma.
Result
  • Received positive client feedback on usability and aesthetics.
  • The new design has been in use since 2018.

Case Details

Case 1: Accounts

Grouping, displaying, importing

All user accounts are grouped by company. The user can add an account manually or import a bank statement. Imports are also done manually - using an Excel file or setting up a connection with the bank.

Case 2: Account Details

Operations Management

The section concentrates on all operations for the selected account. The most frequently used filters: by date, receipt, expense, and internal transfers, are located at the top of the list. Additional filters are also available, which are dropped down by the side panel on the left. All operations are grouped by date. By clicking, you can open extensive analytics on the account.

Case 3: Payment for the service

Payment in 3 steps

Before the subscription expires, the user sees a red bar indicating how many days are left. A simple three-step wizard is available by clicking on it, allowing you to select a plan, and period, and issue an invoice.

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