AI Sales Analytics Dashboard - Settings

Dashboard concepts for a US-based startup leveraging generative AI to help business development teams engage customers more effectively and boost productivity.

The main challenge in designing the settings module was creating a flexible system that allowed Tenant Administrators to easily configure communication channels, manage user roles and permissions, set data retention policies, browse audit logs, manage notifications, and adjust technical setup details.

Our team delivered a solution that helped users perform the core administrative functions efficiently and adjust the dashboard to fit every team’s workflow.

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