Tianyu Qiu
FedEx Financial Dashboard
Role:
UX Design Lead
Product:
Financial Dashboard
Focus Area:
Dashboard Design, Data Visualization, UX design, UI Design, GenAI
Context & Problem
FedEx C-Suite leaders — including the CFO and VP of Finance — were spending excessive time in spreadsheets to gather insight for quarterly and strategic decisions. The business needed a consolidated tool where key financial metrics are instantly visible and actionable.
Critical Questions
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How can we deliver a dashboard that summarizes financial performance across units?
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How can executives quickly identify trends, anomalies, and strategic signals?
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What visual and interactive design patterns best support high-stakes decisioning?
Final Design
Research & Insights
Methods:
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Stakeholder interviews with CFO, VP Finance, and financial analysts
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Affinity mapping of pain points and analytic needs
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Task analysis of decision workflows
Affinity Mapping
Key Insights:
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CFOs need trend narratives not just static metrics
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Finance VPs require comparisons across cost centers at a glance
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Traditional dashboards overwhelm with too many unprioritized widgets
Design
Design Decision & Trade offs
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Chose trend lines with annotations instead of tables to reduce cognitive load
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Opted for AI summaries only after confirming execs weren’t overwhelmed — fewer, higher-confidence insights
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Iteratively refined color semantics with stakeholder feedback to align with corporate branding
Sketches
As I started to understand the business goals for each areas ( Revenue, Direct Cost, SG&A, etc), I started gathering important metrics and data together to try to piece out the narratives of each page.
Develop a full component library for the dashboard
As I am sketching out the low-fi Design, I also put together a UI component library for FedEx's Dashboard and define colors for different types of data.
Final Hi-Fi Design
Use GenAI API integration to help summarize the data for the users before even looking at any metrics or data.
Results & Impacts
Increase the efficiency for C-Suite Leaders to make strategic decisions
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Enabled 30–50% faster executive review cycles (based on stakeholder reporting)
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Reduced time to identify financial anomalies from hours to minutes
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Improved strategic clarity for quarterly reviews
Reflection & Next Steps
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Expand AI summarization to include predictive insights
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Integrate with mobile executive summaries
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Develop training modules for finance teams
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