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CRM Sales Pipeline Dashboard

Product initiative with the goal of building a dashboard that will give CRM’s clients (C-suite executives and directors of Sales) visibility into their B2B Sales pipeline in each quarter.

Mission

Designing a product to easily view and manage B2B Sales Pipeline

Target Audience

Goal

Build an informative, powerful system to manage and grow a company’s B2B sales pipeline

C-suites Executives, Leadership Positions, Directors of Sales

Data Structure

Pipeline Stages

Each opportunity can go through 5 stages in the pipeline, each stage is defined by a percentage value:

Lead Created 50%

Reach out 70%

Verbal Agreement 90%

Win 100% / Lose 0%

Color Scheme

Instead of working with a percentage system, we can work with a more intuitive color scheme approach, which is easy to understand and makes the mind go less cluttered by the information.

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Features

01 Current Cycle Stages

Cycle Revenue.png

Color guided indication of current value/no. of opportunities in each stage of the pipeline

02 Quarter Overviews and Estimated Revenue

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Get a better understanding of the current state using:

•Percentage increase/decrease

•Figurative data interpretation

03 Clients Overview and Management

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Opportunities Screen.png

A clear intuitive approach to tableting the data, allowing for easy management and editing capabilities using sort, search, and filter options.

04 Customization- GRID based system

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Each element can be resized and readjusted to allow the user to customize its dashboard screen

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