SaaS & Web Apps · Design study
Greyola: Treasury Analytics Dashboard Design
An institutional finance dashboard exploring capital visibility, liquidity information and review workflows. Data density is balanced with clear permissions and exception states.
Work shown
Product experience and interface design. The material on this page describes design choices and proposed workflows.
Project focus
The study focuses on interface decisions, proposed workflows and the requirements a similar product would need to address.
Design decisions
Surface time, source and freshness for financial data.
Separate monitoring from actions that require authorization.
Use consistent tables, filters and exception patterns across the console.
Scope illustrated
- Treasury overview dashboard
- Liquidity and data-table patterns
- Authorization-state interfaces
For a similar project, we would agree the target users, business constraints, prototype feedback plan and acceptance criteria before development. We agree success measures during discovery and review them against a defined baseline after launch.