Finance Management Dashboard Design

Orbix Studio
by Orbix Studio · Jul 2026
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Finance Management Dashboard Design

Project description

"Every number your business needs. One screen. No hunting." This is a finance dashboard for agencies and it's designed like someone actually sat down and mapped every question a founder asks on a Monday morning. Total balance, income vs expense trend, money movement split, invoice status, card accounts, and a full transaction table. All of it visible before a single click. The AI insight tooltip on the overview chart is the quiet standout. "With August growth reaching +5.8, performance trends remain strong. AI recommends increasing investment in online marketing channels." That's not a data point; that's a decision prompt built into the dashboard itself. This is what financial clarity looks like when it's designed for operators, not accountants.

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