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Ledger Pulse

A cash-flow dashboard that helps small-business owners see the next 90 days of money at a glance.

Role

Product Designer

Timeline

8 weeks

Team

1 designer, 3 engineers

Platform

Web Dashboard

Sector

Fintech

Ledger Pulse — cover

(01)

Problem

Owners exported bank statements into spreadsheets to guess whether they could make payroll. Existing dashboards showed every number but answered none of their real questions.

(02)

Approach

Start from the questions

Interviews surfaced three questions owners asked every week. Each became a single, focused view instead of another chart on a crowded screen.

Forecast, then explain

A simple 90-day forecast leads the page, with plain-language notes explaining every dip and spike.

Ledger Pulse — wide mockup
Ledger Pulse — wide mockup
Ledger Pulse — mockup
Ledger Pulse — mockup
Ledger Pulse — mockup
Ledger Pulse — mockup
Ledger Pulse — gallery
Ledger Pulse — gallery
Ledger Pulse — gallery
Ledger Pulse — gallery

(03)

Results

2 min

Weekly cash check

+38%

Weekly active owners

4.7/5

Usability score

The forecast view became the product's most used screen and a key reason customers upgraded.

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