WayCool Dashboard — Turning Raw Data Into Actionable Insights

Designing WayCool's internal financial operations dashboard — replacing inter-departmental loan tracking, credit approvals, and budget management that lived across disconnected Excel sheets.

WayCool is one of India's largest agri-commerce companies, supplying 2,000+ tonnes of food daily across 169,000+ retailers in 6 states. At that scale, internal financial coordination had become a serious bottleneck.

I spent 3 days on-site with the finance and operations teams observing how they actually worked before a single screen was designed.

Timeline

6 weeks

Role

UX Design · IA Structuring · UI Design

Platform

Web (Internal Dashboard)

Industry

Agri Supply Chain · Operations

Turning Frustrations Into Features

Three days on-site with WayCool's ops and finance teams revealed how deeply fragmented their internal workflows had become. Every pain point traced back to the same root cause: there was no single system of record.

Disconnected Data Silos

Disconnected Data Silos

Different Excel sheets managed vendors, inventory, and payments — making coordination tedious and error-prone.

Manual Follow-ups

Manual Follow-ups

Teams relied on calls and messages to track orders or update payment status — nothing was centralized.

Lack of Real-Time Insights

Lack of Real-Time Insights

No quick view of what’s delayed, pending, or complete — decisions were based on outdated information.

Hard to Scale Processes

Hard to Scale Processes

Any change meant modifying multiple sheets. No structured flows, no access control, no consistency.

The Design Challenge

This wasn't just a UI problem; it was an information architecture problem. The core question wasn't "How do we make Excel look better?" but "What does a single source of truth for interdepartmental finance need to contain, and how do different roles interact with it differently?" A field manager tracking a loan repayment needs a completely different view than a finance lead reviewing credit approvals.

What We built

The dashboard centralised four workflows that were previously scattered:

Business Loan Tracking

inter-departmental lending with repayment schedules, status visibility, and automated reminders replacing manual follow-up calls.

inter-departmental lending with repayment schedules, status visibility, and automated reminders replacing manual follow-up calls.

Credit Limit Enhancement

a structured approval workflow with full audit trail, replacing email chains. Approvers could recommend, reject, or escalate with context intact.

a structured approval workflow with full audit trail, replacing email chains. Approvers could recommend, reject, or escalate with context intact.

Budget vs Actuals

real-time spend visibility across verticals, with a summary view for leadership and drill-down for ops teams.

real-time spend visibility across verticals, with a summary view for leadership and drill-down for ops teams.

Overview Dashboard

a single home screen surfacing what's urgent: upcoming repayments, overdue receivables, and pending approvals. Users knew exactly where to act first without digging.

a single home screen surfacing what's urgent: upcoming repayments, overdue receivables, and pending approvals. Users knew exactly where to act first without digging.

Outcome.

The dashboard replaced a fragmented, multi-spreadsheet workflow with a unified internal tool used across WayCool's finance and operations teams. Post-launch feedback from the ops team indicated approximately 30% improvement in task efficiency primarily from eliminating the time spent consolidating information across sheets and chasing approvals over chat.

What I'd do differently

The project ended before structured usability testing was possible. In hindsight I'd have pushed for even one round of testing with ops leads before finalising the approval flow that's the most complex workflow and the one most likely to have edge cases we didn't anticipate in the initial design.

Open to new ideas, good conversations, and even better coffee. ☕

Open to new ideas, good conversations, and even better coffee. ☕

Open to new ideas, good conversations, and even better coffee. ☕

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