Invoice Payment Tracker
Role
Lead Designer, End-to-end UX/UI and interaction designer
Team
Cross-functional collaboration with IT leadership, engineering, and business stakeholders across finance and operations.
Scope
Single analytics experience · Multi-metric dashboard · Drill-down reporting
Timeline
Multi-phase delivery over 16 months
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Impact
Improved visibility into invoice behavior by type, allowing faster comparison across invoice categories and quicker detection of outliers.
Enabled finance and operations teams to identify payment trends and risk patterns across companies and divisions using month-over-month and year-over-year comparisons.
Replaced unstable Excel workflows witha high-performance platform capable of handling large financial datasets reliably.Established the organization’s first visual analytics experience for invoice payment data, replacing manual reports and static tables with clear, interpretable trends.
Increased data confidence by standardizing metrics, filters, and time-based comparisons, supporting more consistent interpretation across teams.
Reduced reliance on ad-hoc analysis by consolidating KPIs, trend visualizations, and invoice-level detail into a single, structured analytics experience.
Project Overview
The Invoice Payment Tracker is an enterprise-grade Power BI analytics solution designed to provide finance and operations teams with clear, actionable insight into invoice payment performance. Prior to this initiative, no centralized reporting or analytics experience existed—there were no standardized charts, tables, trends, or automated views to monitor payment behavior, risk, or performance.
The solution was designed and built from the ground up based on business requirements, consolidating invoice data into a single, structured analytics experience. It surfaces key performance indicators, trend analysis, and invoice-level detail within one cohesive reporting flow. By combining high-level metrics with drill-down and advanced filtering capabilities, the tracker enables teams to proactively monitor payment behavior, identify risk drivers, and make informed decisions without relying on ad-hoc analysis or manual reconciliation.
Business Requirements
The Invoice Payment Tracker was designed to meet a set of business requirements focused on visibility, trend analysis, and decision support for finance and operations teams. These requirements defined how the analytics experience needed to function, not just what it needed to display.
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How the Insight is Structured
From Signals to Evidence
High-level KPIs and trend visuals were designed to surface risk signals first, with invoice-level tables positioned as supporting evidence for validation and follow-up.
Trends Paired With Detail
Every trend view is directly supported by underlying data tables, allowing users to confirm patterns without switching tools or l
osing context.
Time as a First-Class Dimension
Monthly and yearly comparisons were embedded directly into KPIs and visuals, enabling users to assess performance across planning horizons without manual recalculation.
Designed for Dense Financial Data
Layouts, filtering, and drill-down behaviors were structured to support large data volumes while keeping analysis focused and interpretable.
What this Enabled
By introducing the organization’s first visual analytics experience for invoice payment data, this solution enabled finance and operations teams to move from reactive reporting to proactive trend and risk monitoring. The report established a trusted, repeatable way to analyze payment behavior across time, divisions, and invoice types, creating a foundation for more informed financial decision-making without increasing operational overhead.