Moniflo Revenue Platform

My Role

Product & UI/UX Designer

Scope: Dashboard · Clients · Deals · Payments · Commissions · Onboarding

Project Overview

Moniflo is a commission-first revenue management SaaS designed for high-ticket, deal-based sales businesses.

The platform brings together:

• Deals & payment plans

• Cash collected vs expected revenue

• Missed & overdue payments

• Commissions & bonuses

This product was designed in-house at Xenett for an external client.
I worked as a Product & UX Designer, owning the end-to-end UX across dashboards, clients, deals, payments, commissions, and onboarding.

The Problem

High-ticket sales companies struggle with:

• Sales and finance working in silos

• Manual tracking using spreadsheets

• Missed payments identified too late

• Frequent commission disputes

• Clients lacking payment transparency

Core UX challenge:
How to make complex financial data simple, clear, and actionable for different user roles.

Users

• Company Admin

• Closer

• Account Manager

• Setter

• Client

• Referrer

Each role needs different information, so role-based UX was essential.

Solution

Moniflo was designed around:

• Clarity over complexity

• Action-first dashboards

• Role-based visibility

• Transparency to build trust

• Minimal steps, maximum insight

Screens & UX Decisions

Login Screen

Purpose: Fast & secure access

A clean and distraction-free login screen designed to help users quickly access their account.
The layout focuses on simplicity, trust, and ease of use, ensuring minimum friction for daily users of a finance product.

Signup Screen

Purpose: Easy account creation

The signup flow is designed to onboard new companies smoothly with only essential information.
Clear form structure and simple inputs help users create an account quickly without confusion, while maintaining security and data accuracy.

Dashboard (Main Screen)

Purpose: Financial overview & daily action

• Key metrics: Deals, Contracted Revenue, Cash Collected

• Risk indicators: Missed Payments, Refunds

• 12-month revenue trend for forecasting

• Missed payments table for quick follow-ups

Clients List

Purpose: Manage clients at scale

• Clean table layout

• Search & filters

• Quick “Add Client” action

Client Details

Purpose: 360° client financial view

• Client info & lead source

• Financial summary (revenue, cash, dues)

• Associated deals & payment plans

Deals List

Purpose: View and manage all deals in one place

This screen provides a structured overview of all deals with their status, payment plan, and product details.
Color-coded deal statuses (In Progress, Won, Pending, Refunded) help users quickly understand deal health and progress.

The layout is optimized for fast scanning and easy management, allowing sales and account teams to track multiple deals efficiently.

Deal Details

Purpose: Complete financial view of a single deal

The deal details screen shows everything related to one deal in a clear and organized way.
It includes deal information, assigned roles (Setter, Closer, Account Manager, Referrer), contracted amount, cash received, refunds, and remaining balance.

A detailed payment table displays installments, payment status, and transaction history, helping teams track payments accurately and follow up when required.

Commissions & Bonus

Purpose: Trust and transparency for sales teams

• Clear breakdown: Base, Commission, Bonus, Total

• Deal-level visibility

• Status: In Progress / Fully Paid

Refunds Report Screen

Purpose: Track and understand refunds

This screen gives a quick view of refund activity across revenue types, helping teams identify revenue leakage and financial risk.

Key UX Elements

• Summary Cards: Total, UF, AR, and MRR refunds with trends and % of cash collected

• Date Range & Filters: Analyze refunds for any selected period

• Refund Trend Chart: Visual comparison of refund types over time to spot patterns quickly

Visual Design

• Clean SaaS layout

• Finance-friendly color palette

• Clear typography for numbers

• Consistent spacing & components

• White-label ready UI

Impact

• Reduced manual tracking and errors

• Faster identification of missed payments

• Clear commission accountability

• Better collaboration between sales & finance

• Scalable system for growing sales teams

Key Learning

In financial products, clarity matters more than features.