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Fintech Dashboard UI: KPIs, Card Patterns, Tables (Figma Guide)

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Fintech Dashboard UI Kit

Fintech Dashboard UI: KPIs, Card Patterns, and Table Design (Figma Guide)

Designing a fintech dashboard is a balance of clarity, trust, and speed. In this guide, we’ll cover the KPIs that matter, proven card patterns, and table UX that scales—plus Figma-ready tips to ship faster. If you want a head start, explore our production-ready kit: Fintech Dashboard UI Kit | Banking Web App

The KPIs that actually matter

  • Account balance and net worth: Show current, change vs. previous period, and trend.
  • Cash flow: Inflow, outflow, burn rate; highlight anomalies.
  • Transactions health: Approval rate, declines, chargebacks.
  • Revenue and growth: MRR/GMV, ARPU, cohort growth, churn.
  • Lending risk: NPL ratio, PD/LGD proxies, DPD buckets.
  • Operational: Ticket backlog, SLA compliance, uptime.
Design notes: show period selector; add sparklines with color semantics; use consistent currency formatting; support multi-currency.

Card patterns that improve scan speed

  • Summary cards: Big number, short label, delta (+2.3% WoW), miniature trend.
  • Segmented summary: Tabs for Accounts/Cards/Wallets; each tab swaps a small set of KPIs.
  • Actionable cards: “Verify KYC,” “Complete transfer,” “Add card”—with primary CTA.
  • Risk alerts: Elevated declines, unusual spend; include severity, time window, link to details.
Figma tips: use Auto Layout and tokens; define variants for sizes (S/M/L) and states (default/alert/disabled).

Tables users don’t hate

  • Frozen headers, horizontal scrolling for wide schemas.
  • Dense mode toggle; 12–14px font; zebra rows; 44px min row height on touch.
  • Column utilities: Sort, filter chips, saved views, column visibility, CSV export.
  • Inline actions: “Refund,” “Hold,” “Details” as right-aligned actions; batch actions for multi-select.
  • Empty, loading, and error states designed up-front.
Accessibility: visible focus, minimum 4.5:1 contrast, row/column headers with proper semantics when coded.

Layout and information architecture

  • Left nav for domains (Overview, Accounts, Cards, Payments, Risk).
  • Overview as an executive blend of KPIs, recent transactions, and alert feed.
  • Detail pages with summary header, filters, key table, and right-side insights.
  • Global search with entity shortcuts (txn:, user:, card:).
Performance: defer heavy charts; prioritize first contentful elements; keep hero imagery light.

Design tokens and theming

  • Color roles: success, warning, danger, info—map to brand palette with clear contrast.
  • Spacing scale (4/8/12/16/24).
  • Chart theming: 6–8 categorical colors; light/dark contrast tested.
  • Number formatting: consistent decimals, currency symbol placement, locale awareness.

Ship faster with a ready system

If you’d rather customize than reinvent, start with the Fintech Dashboard UI Kit | Banking Web App. It includes 45+ screens, Auto Layout, dark/light themes, and reusable components so you can focus on product logic—not pixel chores.

FAQs

What KPIs should a fintech dashboard start with?

Balance, cash flow, approval/decline rate, revenue/GMV, churn, and key risk alerts.

Cards vs. tables—when to use each?

Cards for glanceable KPIs and actions; tables for investigation, sorting, and bulk work.

How do I keep dashboards fast?

Lazy-load heavy charts, memoize data transforms, and limit first paint to essentials.

How should I handle dark mode?

Use role-based tokens, not raw hex; validate chart contrast; avoid pure black backgrounds.

Can I adapt this to banking and wallets?

Yes—swap domain labels and metrics; the UI patterns remain the same.

Ready to accelerate your delivery? Get the Fintech Dashboard UI Kit | Banking Web App and customize in minutes.

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