FIGR / UI TEMPLATE

Cash Forecast Scenario Builder

Model expected cash inflows, obligations and downside cases by period.

This builder template covers fintech & treasury operations workflows inside an existing product. All people, records and metrics shown are fictional.

Cash Forecast Scenario Builder

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At a glance

Screen

Builder

Primary action

Compare cash scenarios

Pattern

builder workflow

State

Default, Selected, Filtered, Empty, Warning, Success

Design system

Independent product UI reference; no external / 1mg design system

What this screen helps with

Model expected cash inflows, obligations and downside cases by period. The user needs to compare cash scenarios without losing context.

What to look for

Product areas: Treasury Overview, Transactions, Risk, Settlements, Reports. Task fields: Fintech record, Assigned owner, Product area, Review status. Example metrics: Active records, Items needing review, Within policy, Upcoming deadlines.

States to consider

Default, Selected, Filtered, Empty, Warning, Success. Also cover restricted access, interrupted saves and missing or stale data when relevant.

Where it fits

Treasury Overview → Cash Forecast Scenario Builder → Compare cash scenarios

Patterns in this screen

builder, filters, status, record details, review actions

UX choices to review

Make rule dependencies explicit, preview effects, and allow users to review before saving.

Review compare cash scenarios with a case such as Base case · Q4 runway. Make room for empty, warning, permission-denied and failed-save states.

Try a similar screen in Figr

Adapt Cash Forecast Scenario Builder to my existing product and design system. Keep our current screens, components and role rules. Explore default, selected, filtered, empty, warning, success and relevant edge cases before generating editable Figma-ready UI.

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