Sales CRM Admin Dashboard UI UX Design
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Project Summary
The objective was to craft a user-friendly and visually engaging UI/UX design for "Netrotive CRM," a Customer Relationship Management platform focused on sales tracking and management. The design required a strategic layout to provide sales professionals with quick insights into customer activities, order management, and sales performance.
Key Features of the Dashboard:
Key Metrics Overview: Implemented widgets for quick insights into new customers, running orders, total profit, and order completion status.
Sales Overview Graph: Designed an interactive graph displaying monthly sales and profit data, with filters for different time periods.
Sales Reports Summary: Introduced a circular progress chart to visualize the status of sales reports, with emphasis on current achievements and daily progress.
Recent Orders List: Organized a detailed list of recent orders, including order ID, date, product name, customer, total amount, status, and actionable steps.
Upgrade to Pro Call-to-Action: Strategically placed prompts encouraging users to upgrade for additional features.