Payment Dashboard

Payment dashboard

For Digital payment solution

Project timeline: June 2022 - Feb 2023

A portal is a web-based application provided to the merchant to view the details of the transactions done on their business. This is provided in real-time and showcases all the information about the transaction. Apart from the transaction, the data portal also consists of various sections such as admin, reports, analytics, users, etc.

The product

The product has been widely adopted, serving more than 450,000 merchant users across India and the UAE. Among these users, approximately 200,000 are small and medium-sized businesses. Some notable marquee enterprises that trust this product include Flipkart, Big Basket, Bharti Airtel, Reliance Jio, Xiaomi, Decathlon, D-Mart, Landmark Retail Group, KFC, Noon.com, DHL Express, and more. Additionally, several government bodies in both India and the UAE, such as Sharjah Police, Ajman Govt, Indian Oil Corp Ltd, Bruhat Bengaluru Mahanagar Palike, Greater Chennai Corp, North & South Bihar Power Distribution Co Ltd, Delhi Metro, Maharashtra State Road Transport Corp, and Canteen Stores Dept (of Ministry of Defence), are long-term customers.

Context

A versatile payment solution and POS system designed to streamline transactions and payment collections across various business scenarios. This product seamlessly integrates into merchant premises, be it checkout counters, cashier stations, or on-the-go delivery setups.

Whether you run a small business or manage a large organization, This product caters to diverse roles within your setup. From sales representatives collecting payments in the field to cashiers processing transactions at the point of sale, our solution ensures a smooth payment experience for every user.

This product empowers businesses of all sizes to embrace the future of payments, making payment collections efficient, secure, and hassle-free. Simplify your payment process today.

The problem

The application's performance is sluggish and unresponsive.
Outdated user interface with limited features and functionalities.
Lack of a comprehensive dashboard for real-time data insights.
Absence of real-time data tracking capabilities.
Inadequate customer support that needs improvement.

The goal

Develop an engaging and user-friendly web portal that allows merchants to access and explore comprehensive transaction details related to their business in real time. The portal will serve as a centralized platform with various sections, each catering to specific functionalities.

Key features include:

Real-time transaction Insights:
Instantly view and analyze transaction data, including transaction amounts, payment methods, customer details, and more.
Interactive dashboard
A visually appealing dashboard presenting key metrics and performance indicators, giving merchants an overview of their business health.
Admin management
Securely manage administrative tasks, user permissions, and access levels to maintain data integrity.
Detailed reports and analytics
Access comprehensive reports and analytics to make informed business decisions and identify trends and patterns.
User management
Effortlessly manage user profiles, allowing different roles and permissions for a seamless collaborative experience.
Refund/Void transactions
Provide a hassle-free process for refunding or voiding transactions, enhancing customer service.
Ticket logging
Enable users to log tickets or raise issues, ensuring effective communication and prompt resolution of problems.

The ultimate goal is to create an interactive and versatile portal that empowers merchants to optimize their business operations, track performance, and enhance customer experiences.

My role

My role included collaborating with stakeholders to identify user needs, crafting intuitive user flows, reimagining information architecture, and translating ideas into visual concepts through sketches, wireframes, and creating a functional prototype and visual design.

Total team members

Me +

1 Junior UI Designer

Sr UX Designer

Project scope

Web

Deliverables

High-fidelity mockups and prototypes

Target audience

A) Retail chain stores
For such merchants, there are levels that manage the functions at different levels.
1) Owner of the Business - Who Manages the whole business
2) Store Managers of specific locations - Who manages the stores overall
3) Store Cashier - Who Performs the transaction
4) Regional or hub Managers - who Manage the multiple stores of a region ( like area/city/zone/state)
5) Central Team - An Admin functional who manages the overall store collection business
6) Finance / Sales Team - A team that is not directly related to the transactions but uses the data for analysis

B) A small retail shop
1) Owner of the Business - Who Manages the whole business
2) Cashier or helper - Who Performs the transaction

User stories

Dashboard sketches

Wireframes

Proposed designs

Log in

Merchant dashboard

This page displays all the interactions that occur while hovering on the charts that give an overview of data of a particular day and time. 
1.) In the Sales overview (every bar is a day)- while hovering over a single bar graph, a modal appears that shows a detailed list of the transactions that happened on that day. By clicking on the bar user is taken to the transactions report page.

2.) In transactions by type - By clicking on the dropdown on Card, users get a breakdown of transactions by card (credit debit, or unknown). Hovering on the Pie chart also shows a modal that contains details of that transaction mode

Transactions report

- This section shows the flows of transactions report, basic filters and refund transactions.
- The page below shows a transactions report of the selected date on the top
- Below the headline there is a row of dropdowns. These are filters that can be used to get a very specific report. There are two types of filters basic and advanced.

Transaction details

Settlement report

Ability to get the settlement data which includes the data from he transaction along with settlement details. For quick download pre defined fields with Daily, monthly and weekly should be available