Problem
The client needed a single workspace where sales and operations teams could track leads, manage follow-ups, view performance, and reduce manual spreadsheet work.
Back to projects
Project Details
CRM Dashboard
A high-visibility operations dashboard for managing donations and email marketing
Quick context
Project Snapshot
Approach
Problem & Solution
Solution
I built a responsive CRM experience with role-aware interfaces, reusable dashboard modules, API-driven data flows, and clear reporting screens for day-to-day decisions.
Stack
Technology Used
Frontend
ViteReactTailwind CSS
Backend
Node.jsExpress.jsMongoDBREST APIs
Tools
GitPostmanAWSAzureDocker
Highlights
Key Features
Lead Pipeline
Structured lead stages with quick status updates and cleaner follow-up tracking.
Role-Based Views
Different dashboard states for admins, managers, and team members.
Analytics Overview
Readable metrics for conversion, activity, and team performance.
Responsive UI
Optimized layouts for field teams using mobile, tablet, and desktop screens.
Ownership
My Contribution
- Designed reusable React sections for dashboard summaries, activity lists, forms, and data cards.
- Integrated REST APIs for leads, users, assignments, and status updates.
- Implemented validation and UI states for create, update, loading, empty, and error flows.
- Improved navigation structure so teams could reach high-frequency actions faster.
Overview
Project Description
This CRM dashboard was built to make daily sales and operations work faster, clearer, and easier to monitor. The interface focuses on practical workflows: managing leads, reviewing team activity, checking performance numbers, and moving customer records through a defined pipeline. I kept the UI modular so new dashboard widgets and workflow screens can be added without rewriting the core layout.
Impact
Results
60%
Manual tracking reduced
< 2s
Dashboard load target
3+
Supported roles
Retrospective
Challenges & Learnings
Complex workflow states
I mapped each lead status into predictable UI states and kept edge cases visible through empty, loading, and error screens.
Dense information on small screens
I broke dashboard content into priority-based sections so mobile users could scan key metrics without feeling buried.
Reusable dashboard patterns
I extracted shared cards, grids, and action patterns to keep feature additions consistent and maintainable.
Let's work together
Have a product idea, dashboard, or full-stack workflow that needs a clean build?
Contact Me