Sales Manager Dashboard for Instream CRM

Instream.io is a CRM platform built for sales teams to manage leads, track opportunities, and optimize their sales pipeline, all in one place. To help sales managers gain deeper insights into team performance and create flexible reporting for different stakeholders, instream.io needed a comprehensive analytics system that would empower managers to build custom dashboards without depending on IT support. The project involved designing a complete modular dashboard experience, including both the drag-and-drop interface and a suite of 7+ chart types where managers could track everything from individual conversion rates to pipeline performance. The system was built to be intuitive and flexible, giving sales managers clear visibility into team metrics, customizable views for different audiences, and actionable insights they could use to coach their teams and drive better results.