Build a CRM Dashboard for Sales Teams
Create a CRM dashboard where sales teams can track leads, manage contacts, update deal pipelines, and monitor sales performance visually through dashboards and reports.CRM dashboards help businesses organize leads, contacts, opportunities, and deal stages. Building one sharpens your full-stack skills across forms handling, pipeline visualization, status tracking, and sales analytics reporting.
Allow sales reps and managers to add and manage leads, track customers through the sales funnel, update deal statuses, and monitor conversion rates through visual analytics.
Lead and Contact Management
Capture leads with important contact details, company info, deal value, and notes for sales follow-up.
Deal and Sales Pipeline Tracking
Manage deals through various stages (e.g., prospecting, contacted, negotiation, closed won/lost) in a visual pipeline dashboard.
Task Reminders and Follow-ups
Assign tasks to sales reps with due dates, automated reminders, and follow-up scheduling.
Sales Analytics and Conversion Reports
Track monthly sales, lead conversion rates, revenue generated per rep/team using dynamic charts.
Sales teams add new leads, update contact interactions, move deals through sales stages, and track performance through dashboards — all secured by admin controls and user roles.
- Leads are created with detailed contact and deal information.
- Sales reps update leads by adding meeting notes, follow-up tasks, and moving them across deal stages.
- Admin managers track overall team performance through graphs and pipeline views.
- Optional: Set automated reminders for pending follow-ups or critical deal deadlines.
- Optional: Send internal email notifications when deals close or move stages.
Frontend
Next.js, React.js with Tailwind CSS for CRM dashboard UI, pipeline visualization, and task lists
Backend
Node.js and Express.js APIs for leads, deals, tasks, contacts, authentication, and reporting
Database
MongoDB Atlas for storing leads, contact logs, deals, tasks, and user profiles securely
Charts and Visualization
Recharts, Chart.js, or ApexCharts for sales performance graphs and funnel visualizations
1. Build Lead, Contact, and Deal Management Panels
Create modules to manage leads, contacts, companies, and deals through forms and status updates.
2. Implement Sales Pipeline Visualization
Display deals visually in pipeline stages using dynamic board layouts like kanban or drag-and-drop systems.
3. Develop Task and Reminder Features
Allow scheduling of meetings, follow-ups, and auto-email reminders for important tasks.
4. Build Sales Analytics and Reporting Dashboards
Visualize revenue, conversion rates, lead sources, and sales forecasts through charts and reports.
5. Secure and Deploy the CRM System
Ensure secure admin/user roles, optimize backend APIs, and deploy using Vercel, Render, or AWS.
Ready to Supercharge Your Sales Team with CRM Power?
Build your CRM Dashboard for Sales Teams today — organize leads, boost conversions, and drive revenue growth faster than ever!
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