SaaS & Web Apps · Design study
LedgerLens: Freelance Finance Dashboard Design
A web dashboard for freelancers to understand incoming money, invoices and upcoming obligations. The design prioritizes a clear cash-flow picture over dense financial decoration.
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
Separate available funds from invoices that have not been paid.
Connect reminders to the invoice lifecycle and allow review before sending.
Make tax planning assumptions and reporting periods visible.
Scope illustrated
- Cash-flow dashboard
- Invoice and reminder states
- Tax-planning information hierarchy
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.