Deals, contacts, activities, stages, notes, and performance metrics all compete for attention. The challenge isn't simply showing the data, but helping users understand what matters.
For Headway, I explored a dashboard experience that puts the sales workflow first.
Dashboard
Contact List
Company List
Deals Card
Start with the overview
The dashboard gives users a quick understanding of what's happening across their sales pipeline.
Key metrics provide the bigger picture, while deals and activities bring attention to what's happening right now.
Keep the details organized
Instead of relying on dense screens, information is separated into clear visual sections.
Tables, cards, filters, and status patterns help users move between overview and detailed information without losing context.
The outcome
A cleaner CRM dashboard that turns a large amount of sales information into a more understandable and actionable workspace.
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Posted Sep 21, 2026
Designed a CRM dashboard focused on enhancing sales workflow understanding.