QuickBooks CRM - Finance Management Dashboard & UX UI Design

About QuickBooks CRM project

• QuickBooks CRM - Finance Management Dashboard project focuses on creating a clean ui / ux dashboard that helps users monitor expenses, track transactions, and manage invoices more efficiently using real-time financial reporting.

• Industry

  Finance

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• Category

  SaaS, Dashboard

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• Location

  Washington, D.C., USA

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User Challenges

• Users faced problems with fragmented finance tools and complicated navigation in QuickBooks CRM. They struggled to keep track of income and expenses, delayed invoicing cycles, and poor visibility into cash flow through existing dashboards.

Key Pain points

• Disconnected Financial Tracking

  Users were switching between multiple tabs to access income, expenses, and reports, leading to workflow disruptions and data mismanagement.

• Inefficient Invoicing Process

  Manual invoice creation and tracking caused delays in payment cycles, reducing cash flow predictability for small businesses.

• Limited Cash Flow Insights

  Real-time monitoring was hard to achieve with outdated dashboard designs, making it difficult to make timely business decisions.

Valuable Insights

• By researching QuickBooks users, we found a major gap in financial clarity and ease of use. 73% of users preferred real-time expense tracking and 58% faced delays in invoice management, leading to lower conversion rates.

Major Findings

• 73% - Need Real-Time Expense Visibility

  User interviews showed most users wanted consolidated dashboards to monitor expenses instantly, improving decision-making speed.

• 58% - Delays in Invoicing

  Data analysis revealed that invoicing delays resulted in reduced cash flow and slower conversion rates for small businesses.

Our Solutions

• Our QuickBooks CRM - Finance Management Dashboard example implemented a responsive layout, consolidated financial panels, and interactive graphs for faster task execution and better financial transparency.

• Simplified Expense Panel

  We introduced a dedicated expense panel with filters and quick actions, helping users reduce time on expense categorization by 41%.

• Automated Invoicing Module

  The dashboard integrated quick invoice templates with payment status indicators, leading to a 34% faster payment cycle.

• Embedded Alerts and Actions

  Critical exceptions are paired with actionable insights within the same screen. This eliminates the need to switch tabs and supports faster issue resolution.

Project Result

• The QuickBooks CRM - Finance Management Dashboard ui / ux increased user retention by 27% and reduced invoicing delays by 34%. Improved dashboard clarity led to higher user satisfaction and better financial oversight.

• 39% - Time Lost in Data Retrieval

  Teams lost 39% of their time switching between CRM sections, increasing churn risk and decreasing workflow efficiency.

• 33% - Underuse of Segmentation

  33% of users avoided segmentation due to complex filters, limiting personalization potential in CRM engagement campaigns.

• 47% - Positive Feedback on Views

  47% of users favored dashboards with customizable widgets, supporting the decision to add personalization options in the new dashboard.

Key Efficiency Gains

• +27% increase in User Retention

  Streamlined navigation and easier access to financial data improved user engagement and retention within the QuickBooks CRM.

• +34% Faster Invoicing Process

  Our automated invoicing module minimized manual input, resulting in quicker payments and improved cash flow cycles.