Zotlo Panel

Zotlo brought two distinct areas of work into the same dashboard. Finance teams managed payments, refunds, and billing, while growth teams built paywalls, checkout, and sales flows.

As the product expanded, these tools accumulated in the same navigation. For accounts managing several apps, it was not always clear which project an action would affect.

New customers also began with a long verification and compliance process. The order of the tasks, their status, and the remaining work before launch were not visible in one place.

Design approach

• We clarified the product model before changing the interface. Project tools were separated from account-level payments and access, with a persistent project switcher as the starting point.
• Activation was reduced to four launch requirements. Status and the next task can be tracked from the same view.
• The flow builder places configuration and preview side by side, allowing desktop, tablet, and mobile output to be checked without leaving the editing context.
• A controlled theme layer—type, colour, text styles, and radius—balances brand flexibility with consistent output.
• Review and approval were connected to the final builder step, removing the need for a separate handoff flow.
• Reporting was reorganised around gross revenue, with channel, payment type, country, and payment method used as supporting breakdowns.

Outcome: project and account scope became distinct, while activation, flow building, and reporting followed the same product model.