Replacing Power BI with a live platform for digital asset yield
Founding Product Designer · Product, Design Systems
Problem
Yield positions across CeFi and DeFi venues were reported through Microsoft Power BI. The team had no live view of loans and collateral, and investors had no way to see how their money was being managed without asking.
Outcome
One live dashboard for the team that analyzes and manages the funds, with positions, risk and venue exposure in a single view. Investors can sign in to see how their money is managed, so reporting stops being a manual job.
Needs attention
Exceptions only. Alerts and status colours appear when something is actually wrong, so a quiet card means a healthy portfolio, not an empty one.
Risk
Collateral health shown as a gauge with clear thresholds, so analysts can read how close a position is to its limit at a glance instead of calculating it.
By venue
Exposure broken down by venue across CeFi and DeFi, with APY, balance and status on every row, so concentration and stale data stand out.
Context where it’s needed
InfoTips sit beside every metric that needs explaining, defining terms like APY and collateral ratio without sending anyone to a separate document.
Insight 01
Everything in one place
Positions, risk and venue data lived on separate report pages. Analysts needed one view that covered the daily check-in without clicking through anything else.
Insight 02
Risk is the main focus
Most of an analyst’s day went to watching collateral health and catching positions drifting toward risk, so that had to be the first thing on screen.
Insight 03
Not every number explains itself
Terms like blended APY and collateral ratio meant different things to different people. Every metric needed a plain-language definition right where it appears.
A new experience, built on old instincts
Analysts check this daily, with money on the line. Making them relearn where things live would cost speed and trust, so Power BI’s core concepts stayed, just clearer.
Built for a single glance
Analysts scan before they read. Following the eye’s natural path, key numbers and alerts sit above the fold, so the daily check-in takes a glance, not a scroll.
Colour that leads the eye
The eye catches contrast before it reads a word. A neutral interface lets amber and red stand out on their own, pulling attention to what needs action first.
Investors still need records
The team was still fielding investor requests for exports to support audits. A live dashboard didn’t remove that need, and without a clean export, they’d be back to pulling numbers out of Power BI by hand.
The revision: Export, built into the header
Export sits beside the date range, so every report matches the period on screen. One click, no rebuilding, and the dashboard stays the single source of truth.
Figma design system + user stories
Cards, stat strips, gauges and InfoTips built as components with every variant and state, bound to shared colour and spacing tokens. User stories tied each screen to the job it supports.
Development ready
Hover, pressed and focus states documented in one approved sheet, alongside spacing and token specs, so nothing was left to interpretation in the build.