Dashboard for a Lead Management Tool

The Requirement

The client wanted me to create a dashboard that would be used by their users. The dashboard should have the capability to create a form to be used on the user's landing page and the form should be customizable within the dashboard. The user must also be able to view the people who have signed up on their landing page and also be able to control who can access the dashboard from their end.

The Ideation

During the ideation phase, I was in constant touch with the client to understand their requirement which usually ended up in whiteboarding sessions while on call paired with shooting ideas from my side. Once the whiteboarding was completed based on the client's requirements. I moved on to designing the dashboard.

The Solution

I began the process of preparing mock-ups for all screens included in the application, and then I started exploring various UI elements using secondary research and from the inputs that the client received from a survey that they had conducted. During the discussions with the client and comparing all the prepared explorations, I selected one specific version.

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