Dashboard
Goal
Enable brand managers to pay creators and manage funding, approvals, and campaign details clearly and quickly in one place.
Overview
The client, a platform where businesses collaborate with creators, needed a high-fidelity dashboard for businesses to review payment activities, manage approvals, and monitor payments in-progress. The businesses needed clear visibility into funding balances, transaction history, and several key metrics.
TL;DR
We turned scattered finance pages into a single Payments screen that answers the three questions businesses are asking: "Are we funded?" "What’s blocking payouts?" and "What should I approve today?" Managers move from seeing an issue to resolving it in one or two clicks.
"Add funds" flow ↓
Situation
The finance UI was in disarray. Balances were in one place, approvals in another, and payout status somewhere else. Rails that made payments possible were hidden behind settings. Teams started each day collecting data from different sources, digging around to understand their financial picture, and putting the pieces together to determine what they needed to do.
Problems
No at-a-glance summary of the current financial picture
Blockers buried in UI (taxes/KYC, payment methods, currency mismatches)
Approvals required context switching and lacked bulk actions
Payout tracking spread across multiple tables and terms
Approach
I began with a flow audit and a pass through support tickets, then desk calls with finance leads. The pattern was more than UX, but an overall structure that lacked cohesion. We reframed Payments around daily jobs: fund → approve → pay → configure. From there I defined shared statuses and summary patterns, prototyped the end-to-end experience, and instrumented it for a lightweight pilot.
Design Principles
One decision at a time
Every number is a doorway to a filtered view
Separate wallets by currency for clarity
Progress and status stay consistent across pages
Plain language in tiles, tables, and empty states
Solution
Overview
Managers land on Overview and get the information they need in one location. Currency balances sit up top so planning starts with reality. Status tiles provide clear categories — Awaiting Funding, Scheduled Payouts, Unpayable Creators — and each tile opens the exact filtered list you need. Recent Payout History mirrors the same columns you see elsewhere, so drilling down feels fluid and consistent. The Add Funds action is present where it’s needed, and launches a unified funding flow with fees and timelines spelled out before commitment.
Approvals
Approvals is a focused list designed for speed and accountability. Items are grouped by what managers care about — campaign, method, currency — with bulk approve/reject and inline explanations that write to an audit trail. Smart filters make “clear today’s queue” a five-minute task instead of a wild goose chase.
Payouts
Payouts unifies Pending, Sent, and Failed into a single view. Solutions live next to issues — resend, cancel, open receipt — and filters let finance work a specific rail or currency without distraction. Status language is consistent across the platform, so nobody has to relearn terms between pages.
Settings
Settings helps manage payment methods, tax documents, roles/permissions, and currency wallets. If a change implies funding or re-verification, the UI offers that path in context so users don't need to backtrack or hunt down solutions.
Before → after
From scattered finance pages to one Payments section providing a clear and total picture
From surprise blockers to early notifications with actionable solutions
From mixed currency totals to explicit per-currency balances and filters
From slow approvals to a focused queue with bulk actions and auditability
Outcome
The dashboard has not been launched yet, as we are still improving some aspects based on internal feedback and user testing. I’m very excited to see the results and gather feedback from real users once it goes live. Knowing how this design will enhance the user experience and improve payment management keeps me motivated as we finalize the last details.
The end.
(or the beginning of a new collaboration)