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Reseller Dashboard

Visualizing reseller finances beyong the spreadsheet

01. Overview

2026 May

Exploring how independent resellers could manager their business finances more clearly, by moving from dense spreadsheets to a structured dashboard with dual-currency support.

Disciplines:

UX Research, Information Architecture, UI Design, Interaction Design, Prototyping

Tools:

Figma, Figma Make, Cursor, Claude Code

01. Case Background

Imagine yourself wanting the newest beauty drop from Korea, a cut of meat you can only find in Spain, or a limited item of your favorite artist sold in a specific region. When regular retail doesn’t carry it, you find someone who sources it for you: a reseller.

These business often start from something as simple as bringing things back from a trip. With a simple start comes simple tools. For most resellers, that tool is a Google Sheet. And for a while, it works. But as the business gets serious with more items, fees and even different currencies, the data outgrows the spreadsheet, and the numbers start to feel like a puzzle.

The nature of a spreadsheet is that it can get messy. Unlike a company with an accountant, a reseller alone handles every sale, expense and profit calculation. However, with one person both inputting and reading the data, rows of numbers collected can quickly become blobs of text. Important figures get buried under layers of calculation.

Resellers have used spreadsheets for years, the familiarity has value, so the goal isn’t to replace the spreadsheet. But when the numbers get dense, a tighter compact system can help boil it down. And so this dashboard was built on the logic of the spreadsheet, just presented in a way that makes important numbers more readable.

Find out more about the idea origin!

Find out more about the idea origin!

01. The User

*This persona is assumptions-based, built from observed reselling behavior and publicly available patterns rather than user interviews.

Cozy living room with armchairs, illuminated lamp, and window light.
Reseller

Sourcing European goods and selling to the US market

CURRENCY

USD

EUR

TOOLS & DEVICE

Laptop

Google Sheets

Calculator

CORE QUESTIONS

  • Am I making profit this month?

  • What inventory do I currently have?

  • Where are my expenses going?

  • What’s selling, and when?

03. The Research

To make sure the project is realistic, the starting point was to use a real reseller spreadsheet sold online. It kept everything structured but flat, with all data compacted into one view. As you make inputs, the list gets longer, and reading requires more mental work. It confirmed that the data model is solid, but presentation was the problem.

Long list of data causes user fatigue

From there, I found and audited Flipwise, which is the closest existing product to what this dashboard needs to be.

The software separates inventory from sold items, tracking how long items have been listed as well as where they’ve been purchased, items counts versus profit, and can generate tax files.

However, Flipwise is built around eBay’s API, which means it only works if you sell exclusively through one platform, with no multi-currency support. With this connection, the data inputs are all automated. Although it makes it simplistic to the seller, but reseller through multi-platforms would result in more editing and listing than the full automation. What’s to note is these would be good references for building the framework.


Common Reseller Spreadsheet
Flipwise
Pros
  • structured data listing

  • simple & easy to handle

  • data mapping and architecture is solid

  • automated feature so user doesn't have to update manually

Cons
  • long lists of data causes fatigue and hides trends

  • poor data visualization

  • only works for eBay's platform

  • no multi-currency option

04. Design Decisions

Multi-currency and the switches (currency flexibility)

We’ve set that the reseller’s capital is in USD, but most purchases happens in EUR. That means while they need to prioritize viewing currencies in USD, real decisions come out of what they can afford to source next, which will be in EUR. It wouldn’t be practical for all figures to be able to convert to both currencies all the time, due to target consumers paying in USD, but for central management of funds, it would be useful to view in the other currency.

Therefore, a currency selection was built in certain areas to oversee the big picture ①. While for the inventory, sales and fee ledger, the data tables include a currency column ②, because not every transaction happens in EUR and the cross reference of currencies can help item prices labeling. The final calculation always resolves in USD, but conversions are there to assist in the process ③.

① Currency toggle for in the business health section

② Tables include a currency column

③ Built-in cross-currency reference in the product details panel

2. Visualizing the right data and placement

The dashboard layout was designed around what a reseller needs to answer the moment they open the platform.

Drawing from the 4 core questions settled: Profit and currency lead at the top because those are the first thing that matter. Below that, today’s glance covers what’s happening operationally right now. And recent activity sits alongside, as a follow-up/update for what’s happening, for a better grasp to know the state/status. Business health sits below, showing margin and profit month by month.

With the long term view on one side and the short term monthly view on the other. Answering to the questions one would ask about their business state in a glance.

Image
2. Visualizing the right data and placement

The dashboard layout was designed around what a reseller needs to answer the moment they open the platform.

Drawing from the 4 core questions settled: Profit and currency lead at the top because those are the first thing that matter. Below that, today’s glance covers what’s happening operationally right now. And recent activity sits alongside, as a follow-up/update for what’s happening, for a better grasp to know the state/status. Business health sits below, showing margin and profit month by month.

With the long term view on one side and the short term monthly view on the other. Answering to the questions one would ask about their business state in a glance.

Image
3. Linkage between inventory and sales

Adapting the idea from Flipwise where inventory and sales are distinct views but linked. The idea is as so: Once an item is inputted into inventory, you need to update the status to active, so it’ll port into the sales view.

From there, the product detail appears as a side panel, with costs, currency, items reference all visible without switching pages. This was a direct response to the multi-currency problem. Rather than toggling back and forth between views to cross-reference item costs and do currency calculations mentally, the detail panel keeps everything in one place. The reseller can set prices with the full picture in front of them.

Image
3. Linkage between inventory and sales

Adapting the idea from Flipwise where inventory and sales are distinct views but linked. The idea is as so: Once an item is inputted into inventory, you need to update the status to active, so it’ll port into the sales view.

From there, the product detail appears as a side panel, with costs, currency, items reference all visible without switching pages. This was a direct response to the multi-currency problem. Rather than toggling back and forth between views to cross-reference item costs and do currency calculations mentally, the detail panel keeps everything in one place. The reseller can set prices with the full picture in front of them.

Image
4. Sales and trends for profit growth (Trends that justify the numbers)

Since we are not replacing the spreadsheet, but creating a better system to visualize figures, we don’t have to discard rows of numbers presented, instead we can condense and sort them for resellers to view them with more meaning.

In trends we keep analytical numbers up-top for people more sensitive in viewing numbers, while in the same view at the bottom of the section, uses graphs to support the idea of the numbers without hard overlapping. We keep inventory related analysis sorted to the side, showing items ranked by ROI to present what’s been working for profit, paired with inventory stats on the bottom, so resellers can estimate what to source next. At the bottom, the monthly overview appears again (same as from the dashboard) so the trends section feels complete and self-referencing rather than fragmented.

Image
4. Sales and trends for profit growth (Trends that justify the numbers)

Since we are not replacing the spreadsheet, but creating a better system to visualize figures, we don’t have to discard rows of numbers presented, instead we can condense and sort them for resellers to view them with more meaning.

In trends we keep analytical numbers up-top for people more sensitive in viewing numbers, while in the same view at the bottom of the section, uses graphs to support the idea of the numbers without hard overlapping. We keep inventory related analysis sorted to the side, showing items ranked by ROI to present what’s been working for profit, paired with inventory stats on the bottom, so resellers can estimate what to source next. At the bottom, the monthly overview appears again (same as from the dashboard) so the trends section feels complete and self-referencing rather than fragmented.

Image
  1. The Showcase

Click & drag to explore

Placeholder image 1

Try the interactive prototype!

Link

06. Reflections

Structurally

There would be at least 4 things to improve structurally if we were to continue refinement.

  • API import:
    This would be the most impactful improvement. Connecting directly to selling platforms to automate data input as like Flipwise. However, it does come with constraints around which platforms support API access and how transaction data maps across them.

  • Built-In tax exporter:
    This would be an added feature within Fee Ledger, presumably in the Export function, which would save resellers time going through all the records.

  • Responsive Design for Other Devices:
    Due to the data-dense and input-heavy nature of the dashboard, desktop/laptop first was the starting point. However, resellers aren't always at a desk. A tablet version would be the next step before mobile, as it preserves enough layout to keep data readable while being lighter and more portable.

  • Establish Item Input Flow:
    This was an area intentionally left out of this project's scope. However, a brief wireframe was drafted to support the concept. The reseller would input a new item into the inventory with the currency rate at the time of purchase and select the status for it to be ported into the Sales board.

Image
Visually

Whether a grid display for numbers and stats would add structure or simply add visual weight to an already data-dense viewport is a question worth exploring in the next iteration.

07. AI Involvement

AI was used deliberately at each stage to add constraint, assist exploration and render the final HTML interactive prototype.

Before jumping into AI, the color scheme, typography, and initial wireframes were set independently first. Then, AI was used to generate a design foundation script based on the lo/mid-fi wireframe, which produced color tokens, type scales, spacing and component references. However, not everything generated was used, because it produced more component types than the design needed. Some were adapted, while others were edited or removed.

In prevention of reaching token limitations and inefficient one-by-one element movement, the basic model of the hi-fi wireframe was first created in Figma, before fed into Figma Make, which threaded the 5 frames together into code. The code was then taken into Cursor and Claude Code to render a working interactive prototype, which produced a more functional result.

Human

Defined Color, Typography and initial wireframes

AI

Generated design foundation script based on lo/mid-fi wireframe

Human

Filtered through generated script, reconstructed & established components

Human

Hi-Fi wireframe with minimal motions was created in Figma

AI

Inserted wireframes into Figma MAke, Cursor and Claude Code to render interactive prototype

Human

Defined Color, Typography and initial wireframes

AI

Generated design foundation script based on lo/mid-fi wireframe

Human

Filtered through generated script, reconstructed & established components

Human

Hi-Fi wireframe with minimal motions was created in Figma

AI

Inserted wireframes into Figma MAke, Cursor and Claude Code to render interactive prototype

Addendum - Sources

Good work begins with listening. 
Send me a message, let's start a conversation!

dotjosie 2026 · imported from Taiwan, powered by tea & open skies in Dayton, Ohio

Good work begins with listening. 
Send me a message, let's start a conversation!

dotjosie 2026 · imported from Taiwan, powered by tea & open skies in Dayton, Ohio

Good work begins with listening. 
Send me a message, let's start a conversation!

dotjosie 2026 · imported from Taiwan, powered by tea & open skies in Dayton, Ohio