Case study
Tally for Teams
A cash-flow dashboard that helps small business owners see next month before it happens.
Client
Tally Finance
Role
Senior Product Designer
Duration
9 months
Year
2024
The problem
01
Owners of small businesses opened Tally to check one number: how much cash they would have at the end of the month. The product showed them twelve charts and none of them answered that question.
Activation was strong, but weekly use fell sharply after the first month.
Approach
02
We interviewed 30 owners and found they planned in weeks, not quarters. I designed a forecast-first home screen with a single runway number and a timeline of upcoming bills and invoices.
Engineering and data science helped us validate the forecast accuracy before we put it at the top of the page.
Outcome
03
The forecast view became the most visited screen in the product within two weeks of launch.
Sales now leads every demo with it, and it anchors the paid Teams plan.
Results
04
+38%
Weekly active owners
2.4x
Upgrades to the Teams plan
91%
Forecast accuracy at 30 days
Process
05
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