Finances dashboard
- Lite Farm
- Loic Sans
User story
As a farmer I want to be able to view the most important financial aspects of my farm at a glance so that I can quickly understand where my business stands
Why?
Farmers need to understand how profitable their operations are to run a successful business. Right now, farmers get a glance at this with the whole farm balance - but it’s a bit of a dead-end for them. There’s no way to drill down to understand how these numbers came to be.
This experience is a bit disjointed from two perspectives:
High level takeaways on the holistic “health” of the farm
The nuts and bolts of daily expenses of the farm
The finances dashboard is meant as a way to understand both of these qualities on the same page. It also gives the user the ability to navigate to other pages for more specific information.
Confirmed
Position | Confirmed how? |
|---|---|
Future expenses and revenues are not a priority for current users | Based on queried production data, 36 / 2000 farm expenses are in the future (from 2 users). Only 2 / 1295 sales are in the future (from 2 users). |
Being able to export all transactions over a period is important | User feedback session on (@David Trapp do you remember the date?) |
Functional Requirements:
Must-have:
Define a date range over which the dashboard data should be generated using commonly needed reporting timeframes, e.g. “Year to date”, “Last year”, “Current week”, “Last week”, etc.
Ability to define filter criteria for …
Revenue types (including custom revenue types)
Expense types (including custom expense types)
Ability to search the transaction list for any visible attributes of the transaction (e.g. name, type, amount)
Top level indicators clearly defining …
Current revenues & future revenues matching the filter criteria
Current expenses & future expenses matching the filter criteria
Current profit / loss and projected profit / loss matching the filter criteria
A table showing all transactions (revenue and expenses) matching the filter criteria
Ordered in reverse chronological order
Clicking the header for each column reverses the sort order
Crop sales should be specially “bundled”
Labour expenses should be specially “bundled” such that all labour expenses for a given day are shown together using the existing patterns from the labour expenses page
Nice-to-have:
Sorting on mobile view
Ability to define filter criteria for amount of transaction, setting both upper and lower bound
Adaptive design (as opposed to responsive), e.g.
Ability to view additional columns on Desktop vs. mobile
Differing indicator layout based on screen dimensions
Spotlight for how bundles work
“Drawer” filter design
Expanding and withdrawing search bar design
User interaction and design
Questions and answers
Question | Answer |
|---|---|
What is the general pattern for each line item on the Financials dashboard? |
Separators: Each day is a separate divider (as shown)
Line items: If expense:
If revenue:
|
Does it makes the most sense to aggregate all crop sales for a particular day together into one “bundled” item, rather than displaying them as potentially dozens of individual transactions on the same day? | No! Reasoning is that the user can already add as many crops to each instance of the crop sale revenue as they would like. Our bundling on the finances dashboard should mirror the way the user creates the revenue. |
How should crop sale bundles be displayed? | @Loic Sans to paste most up-to-date version on Oct 4, 2023. |
Does it makes the most sense to aggregate all labour expenses for a particular day together into one “bundled” item, rather than displaying them as potentially dozens of individual transactions on the same day? | Yes! The existing screens to view labour expenses by person or task lend themselves well to daily bundles. Collapsed: Expanded:
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What does the “>” arrow on each line item do? | Oct 4, 2023 update - it expands the line item in all cases. Navigation to different pages as described below takes place after expanding the line item. For individual expenses and revenues, it navigates them to the read-only detail page for that transaction. For labour expense “bundles” it navigates them to the existing labour expense homepage. Sep 25, 2023 update -@Loic Sans is looking at a different icon or method than “>” to do this, but the user does need the ability to access the read-only detail page from the Finances dashboard |
For crop sales with “…” “+ X”, how would we view those additional lines?
| Oct 5, 2023 update - For crop sale, it would expand the list and show it in line. For labour expenses, it would navigate the user to the labour expenses page. |
What happens when a user clicks on estimated harvest revenue on the finances dashboard? | Oct 5, 2023 they are taken to the estimated harvest screen. |
Should “estimated harvests” be shown as future revenues? If so, how do we treat this side by side with future crop sales? | No! The estimated harvests screen will be left as is for Finances V1.5. We will address this slight looseness of definition in V2.0. |
Should the finances dashboard show future revenues and expenses? How? | Yes, it supports future revenues and expenses but only when explicitly filtered for them. As of Oct 4, 2023 only 2 users have created revenues and expenses in the future. This is a feature we want to support in Finances V2.0, but not now. |
If there are future revenues and expenses shown on the finances page - how are they ordered amongst current and past transactions? Current ordering is most recent first | Reverse chronological within the filtered period. Users will not by default have a date filter looking into the future, so typically this will start with “Today” and proceed to “Yesterday”, etc. etc. |
Do the finances KPIs update for the selected time period?
| Yes! |
Does clicking on KPIs do anything? | Clicking “Estimated harvest revenue” takes the user to the “Estimated harvest” screen.
Clicking “Total labour” takes the user to the “Labour expenses” screen.
Otherwise, no.
Use Figma as most up-to-date design guidance. |
What happens to the existing “Actual Revenue” screen?
| It’s gone! Replaced by ability to filter Finances Dashboard. |
What happens to the existing “Other Expenses” screen?
| It’s gone! Replaced by ability to filter Finances Dashboard. |
How should we be sorting the transactions list on mobile? | We shouldn’t! No sorting on mobile! |
How should we be sorting the transactions list on desktop? | Sort criteria by column:
Two options discussed on planning at Oct 5, 2023 - either absolute value or most negative to most positive and vice versa |
How should “Estimated harvests” screen change for Finances V1.5? | It won’t! No changes! Though there are likely to be overhauls in Finances V2.0 to better support perennial crops. |
Out of scope
Focus on projected revenues and expenses
Pre-made filters including future revenues or expenses
Complex KPIs
Changes to Labour expenses screen
Changes to Estimated harvest screen