Scaling LaunchGood's

Financial Dashboard for

Campaign Creators.

Impact

-47.06%

Accounting Workload

Decrease

1.5X

Team Efficiency

Increase

+3

New Revenue

Opportunities

Company: LaunchGood.com

Industry: Crowdfunding

Timeline: Jan 2023 - Sep 2023

Role: Lead Product Designer

LaunchGood is a crowdfunding platform focused on the Muslim community worldwide. LaunchGood went live in October 2013 and it raised more than $510.1 million from 1.6 million donors across 153 countries.

Main Challenge

Creators lacked a unified financial report that looked across all of their campaigns.

LaunchGood’s existing dashboard offered only campaign-level insights, forcing creators to manually stitch together their financial narratives. This was a barrier to effective campaign management.

for Help Children in Need

LaunchGood’s dashboard looked only

through campaign-level insights

Before

The Solution

I identified 3 key features for the new Financial Dashboard.

I wrote the initial requirements documents to start scoping the project. The project consisted of 3 main features: 


Financial Overview: Summary dashboard displaying the current financial standing, including the total amount raised, fees deducted, net amount, paid amount, and balance.

Financial Statements: Generate downloadable financial statements in standard formats (such as PDF and CSV).

Payment History: Display a chronological list of all payments received, including details like the payment date, payment method, amount, IDs, etc.

1.Financial Overview

2.Statements

3.Payouts

After

Design Process

Designing the Initial Financial Dashboard  concepts.

During a product design sprint, we explored two drastically different ideas for the dashboard:


Concept A: Minimal UI effort, no data visualization

Concept B: Higher UI effort with data visualization

Concept A

Concept B

Concept B emerged as the winning concept. Data visualizations aided understanding.

Concept Testing

Concept testing for Concept B

Usability testing for Concept B was a critical phase in our project. We employed a mix of qualitative and quantitative methods to gauge user interaction and satisfaction. This included:


User Testing Sessions: Conducted with a diverse group of campaign creators, representing our target user base. These sessions involved participants completing typical tasks using the dashboard and providing real-time feedback.

A/B Testing: Comparing user interactions between the existing dashboard and Concept B, focusing on metrics like task completion time, error rates, and ease of use.

Surveys and Questionnaires: Post-testing surveys were used to gather subjective feedback on the user experience, including the intuitiveness of the design and overall satisfaction.

Discovery #2

Alongside ‘Funds Raised’ I want to know how much I’m spending on LaunchGood Ads.

Discovery #1

It takes 10 minutes to download a GiftAid report in GoFundMe, but 15 hours to reconcile the same report in LaunchGood.

Discovery #1

It takes 10 minutes to download a GiftAid report in GoFundMe, but 15 hours to reconcile the same report in LaunchGood.



Usability testing for Concept B was a critical phase in our project. We employed a mix of qualitative and quantitative methods to gauge user interaction and satisfaction. This included:


User Testing Sessions: Conducted with a diverse group of campaign creators, representing our target user base. These sessions involved participants completing typical tasks using the dashboard and providing real-time feedback.

A/B Testing: Comparing user interactions between the existing dashboard and Concept B, focusing on metrics like task completion time, error rates, and ease of use.

Surveys and Questionnaires: Post-testing surveys were used to gather subjective feedback on the user experience, including the intuitiveness of the design and overall satisfaction.

Apply Gift Aid! I am a UK taxpayer and

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Donate $27.50

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Geolocation detection in the donation form

Non Profit

None

US 201 (c)(3)

Canada Registered Charity

UK Gift Aid

Gift Aid is tax relief allowing UK charities to reclaim an extra 25% in tax on every eligible donation made by a UK taxpayer. Learn more about Gift Aid.

Organization Name

Kaltrina Ferizi

Charity Number

123456789

Customizable GiftAid settings for creators

Discovery #2

Alongside ‘Funds Raised’ users wanted to know how much was being spent on LaunchGood Ads.



In addition to monitoring their fundraising on LaunchGood, users were keen to understand their platform expenses. The main hurdle was the complete separation of our fundraising and advertising experience. To address this in v2, I proposed a solution involving two initiatives:


Create a unified dashboard experience:

Design a unified dashboard that seamlessly integrates both fundraising and advertising data. This would allow users to view comprehensive insights in one centralized location.

Introduce customizable analytics:

Which would users to tailor the dashboard according to their specific needs. This could include the ability to focus on fundraising metrics, advertising analytics, or a combined view based on user preferences.

Before concept testing

After concept testing

Scaling Up

3 challenges faced behind closed doors while scaling our financial dashboard.



Challenge #1

Taming data overload.

The UI became overwhelming due to the large amount of data.


Solution: 

After continuous discussion with the engineering team, we decided to use accordions to show data progressively. 

For mobile devices, we limited the amount of data, allowing users to see more on the desktop for a comprehensive view.

Added accordions for progressive disclosure

Challenge #2

The donor anonymity dilemma.

80% of donors wanted to be anonymous, but fundraisers needed donor data.


Solution: 

Working closely with the donor and compliance teams, we protected donor privacy by keeping them anonymous to the public.

At the same time, we provided creators with access to key pieces of donor data, enabling campaign management without compromising donor privacy.

Your Donation

Amount

$27.50 USD

Payment

Visa 4072

This donation will be displayed in the name of “Anonymous”. Edit

Receive receipts for tax-deductible donations by sharing your email and card billing address with this campaign creator.

Receive marketing emails from this campaign creator.

Donate $27.50 USD

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. By continuing, you agree with LaunchGood's Terms of Use andPrivacy Policy. Learn more about how your data on LaunchGood is used by us and campaign creators.

Default to anonomity

Optional data sharing

Challenge #3

Dashboard responsiveness.

Users expected feedback when interacting with the dashboard, particularly during report downloads and needing updates on financial activities.


Solution: 

We integrated real-time visual feedback for report downloads. This feature provides instant cues, reassuring users about the status of their requests.

We will be implementing a broader range of real-time notifications in the upcoming version, ensuring users stay informed about key financial updates.

Generate a report

File format

CSV (Comma-separated values)

Download Report

Generate a report

Preparing download

Your report will download automatically. Please do not close this modal.

Downloading

Modal while downloading

Modal before clicking download

Internal Challenge

Updating the FAQ page for customer support.

While the product team advocated for a chat feature within the financial dashboard, the CX team faced limitations in handling additional support tickets. We reached a compromise by updating the FAQ page and reserving the chat feature for future implementation.

Added 14 new entries in the FAQ page

Design Debt

In addition to the 3 key features, I addressed 2 user pain points.

This was a key opportunity to address design debt. I scoped in fixes for some long-standing pain points:


Fee Transparency: Clear breakdown of all fees to eliminate surprises.

Custom Date Range Filtering: Enhanced flexibility in financial analysis.

Custom date range

Fee transparency

Beyond Expectations

The launched dashboard.

The launched dashboard empowers creators to prioritize the success of their campaigns over financial management. Yet, our journey doesn't end here. We're continuously iterating based on user feedback, committed to making LaunchGood a platform where great ideas find the support they deserve.

Impact

By the numbers.

-47.06%

Accounting Workload

Decrease

1.5X

Team Efficiency

Increase

+3

New Revenue

Opportunities