New reporting functionality in a payment CRM platform

Provide a general summary of the services you provide, highlighting key features and benefits for potential clients.

3 The challenge

Users relied on manual exports, spreadsheets, or external tools to understand their payment activity. This created:

• Fragmented workflows

• High cognitive load

• Limited visibility into terminal performance

• Slow response to issues or opportunities

The goal was to introduce a reporting experience that was powerful, intuitive, and flexible enough to support different user types.

2 My role

As the product designer, I was responsible for:

• Defining the reporting experience from the ground up

• Mapping user needs and data requirements

• Designing dashboards, filters, and data‑visualization patterns

• Creating interaction flows for building, saving, and exporting reports

• Collaborating with product, data, and engineering teams to ensure feasibility and accuracy

• • Establishing UI patterns for future analytics features

1 Overview

Our CRM platform for payment terminals lacked a centralized way for users to analyze transaction data, monitor device performance, and track business trends. To address this gap, I led the design of a new reporting functionality that transformed raw terminal data into actionable insights. This feature became a core part of the platform, supporting merchants, partners, and internal teams in making informed decisions.

4 Impact

• Enabled users to monitor payment activity and terminal performance in real time

• Reduced reliance on manual exports and external tools

• Improved decision‑making through clear, actionable insights

• Strengthened the CRM platform’s value proposition

• • Created a scalable foundation for future analytics features

5 Outcome

The new reporting functionality became a key differentiator for the CRM platform. By turning complex payment and terminal data into intuitive visual insights, we empowered users to understand their business performance and act faster — all within a single, cohesive experience.