Jodo Dashboard
Jodo processes ₹15,000 Cr in school fees. I led the design of the dashboard that makes it manageable.
3000+
Institutions on it
~40%
Fewer support tickets
₹15K Cr
Transactions tracked
Solo
Design ownership
The Problem
Jodo processes ₹15,000 Cr in institutional fee transactions. The people managing those collections — finance teams, school admins, operations managers — were doing it through a dashboard that buried the information they needed most.
The Solution
A complete B2B financial operations dashboard redesign. Rebuilt the IA from the ground up: collections overview, overdue tracking, reconciliation flows, and real-time analytics — all structured around how finance ops teams actually work.
01
Jodo's dashboard had grown organically over 3 years into a mess of tabs, tables, and tooltips. School finance teams — the same archetype as a treasury ops manager or CFO — were calling support for questions the dashboard should have answered immediately. In B2B, that failure is expensive: it costs support hours, erodes trust, and delays critical decisions.
02
I ran a heuristic evaluation and 10 admin interviews. The core failure: too much data, not enough information. Numbers without context. Tables without trends. The P&L reconciliation view took 8 clicks to reach. Finance managers had to mentally process raw numbers instead of getting answers. This is the defining UX failure of data-heavy B2B tools.
03
Rebuilt the IA around three decision tiers that mirror how finance ops teams think: Overview (what happened today?), Drill-down (why did it happen?), Reports (what do I export?). Every metric now has a sparkline. Overdue tracking is surfaced above the fold. Reconciliation is one click from anywhere. Critical alerts are persistent, not buried in a notification panel.
04
Dark-mode-first with a strict 8pt grid. Color-coded product lines (Flex / Pay / Cred) for instant scanability. Data-ink ratio taken seriously — I removed every border, separator, and decoration that didn't carry meaning. Dense doesn't have to mean cluttered. The goal was a dashboard that finance professionals could trust at a glance.
Outcome
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