Customer Deals & CRM Dashboard Revamp

Project Title: Customer Deals & CRM Dashboard Revamp

Overview: Redesigned a comprehensive dashboard to help businesses track customer deals, manage customer data (company profiles, contact persons), monitor services availed, and analyze deal values. The goal was to improve usability, streamline data visualization, and enhance decision-making for sales and management teams.

Your Role: Lead UI/UX Designer responsible for wireframing, prototyping, and delivering a responsive and intuitive dashboard design.

Skills Utilized:

Information Architecture & Data Visualization

Wireframing & Prototyping

Interaction Design & Usability Testing

Tools Used: Figma and Jira

Client/Industry: SaaS / Customer Relationship Management (CRM)

Outcome/Impact:

Simplified complex data into actionable insights with clear visual hierarchies.

Reduced the time spent navigating the dashboard through intuitive design.

Enabled sales teams to track deals and customer information more efficiently, leading to faster decision-making.

Design: