AI-Powered Client Relationship Management Dashboard

An intelligent client relationship management dashboard that leverages AI to transform raw client data into actionable business insights. The platform combines real-time analytics with predictive AI models to help businesses optimize client engagement, identify at-risk accounts, and uncover growth opportunities.

Business teams struggle to identify which clients need immediate attention from large datasets

Manual analysis of client engagement patterns is time-consuming and often misses critical trends

Revenue forecasting relies on outdated spreadsheet models lacking predictive accuracy

Growth opportunities are frequently overlooked due to insufficient data analysis

Decision-makers lack centralized, AI-driven insights to prioritize actions effectively

Design and develop a comprehensive dashboard that integrates AI-powered analytics to automatically surface critical client insights, predict business outcomes, and recommend specific actions—enabling teams to make data-driven decisions quickly and confidently.

Research & Planning: Identified key pain points in client management workflows and defined AI use cases (engagement tracking, churn prediction, revenue forecasting)

Information Architecture: Structured data visualization hierarchy—overview metrics, trend analysis, and detailed AI recommendations

UI/UX Design: Created an intuitive interface using React and shadcn/ui components with interactive charts (Recharts) for data storytelling

AI Integration: Implemented conversational AI interface with quick-action triggers for instant analysis on demand

Interactive Prototyping: Built responsive layouts with seamless navigation between dashboard overview, detailed insights, and AI conversation screens

Real-time Dashboard: Displays KPIs, engagement trends, and client distribution with interactive visualizations for immediate business health assessment

AI-Powered Predictions: Automated identification of at-risk clients, high-value accounts, and growth opportunities with confidence scores and actionable recommendations

Conversational AI Interface: Natural language query system with pre-built quick actions (Top Clients, At Risk, Growth Ops, Revenue Forecast) for instant deep-dive analysis

Detailed Analysis Views: Dedicated pages for each AI insight type featuring comparative charts, client-specific metrics, and prioritized action items