CRM Dashboards / Companies
CRM platforms are essential for tracking company performance, managing client relationships, and improving engagement strategies. This design exemplifies how a clean and structured dashboard can help users seamlessly access vital company data, active opportunities, and key performance indicators (KPIs) in one place.
Why it matters: Users interact with dashboards daily to analyze trends, manage tasks, and make critical decisions.
Takeaways
✦ Clear Information Hierarchy: KPIs like Active Opportunities, Deals Closed, Average Response Time, and Engagement Rate are prominently displayed to guide user focus on high-priority metrics.
Visual trends (e.g., green and red indicators) instantly convey growth or areas needing attention.
✦ Customizable Filters and Views: The ability to toggle between table, board, and list views accommodates different work styles. Adding filters such as “Location” and “Person to Contact” provides flexibility for segmenting data.
✦ Seamless Navigation: The sidebar categorization (Favorites, Records, Workflows) helps users quickly locate tools and data. Key actions like “Enrich Data” and “Import/Export” are strategically placed for accessibility.
✦ User-Friendly Design: Status indicators like “To Contact” or “Complete” use clear, intuitive labels and color codes, simplifying task management. Collaboration is enhanced with visual cues for team members involved in specific tasks.
Research Insights
✦ Visual Priority: Research shows that dashboards with well-grouped KPIs reduce cognitive load.
✦ Collaborative Workflows: Highlighting team members (avatars) encourages accountability and fosters teamwork.
✦ User Feedback: Studies indicate that customizable views improve user satisfaction and adoption rates in CRM tools.
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My name is Dmitry, and I am a digital product designer. I specialise in investigating and improving user experiences for SaaS platforms, CRM systems, Back offices, and web applications. I develop innovative solutions by identifying the problem that needs addressing and creating a meaningful experience that meets the needs of end-users, aligning it with the context in which the product will be used.
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User Experience (UX) Design ✦ User Interface (UI) ✦ DesignWeb & SaaS Application Design ✦ MVP Design & Development ✦ Product Redesign & Optimization an existing product ✦ UX Audit ✦ Wireframing & Prototyping ✦ UX Strategy & Discovery ✦ Design Systems & Documentation ✦ Design support of Launch a new product or feature ✦ Enhance accessibility and inclusivity