CRM Dashboard

Restructuring the Dashboard to optimize efficiency.

COMPANY

Self

ROLE

UI Designer

EXPERTISE

UX/UI Design

YEAR

2024

Project description & Goal

Project description & Goal

Project description & Goal

The objective of revamping a CRM (Customer Relationship Management) dashboard webpage aims to amplify user experience, fine-tune workflows and elevate data access. Specific targets encompass: Enhanced Usability: Make navigation easy and the dashboard intuitive, enabling users to effortlessly reach significant information and features. Superior Data Visualization: Display customer data, analytics, and crucial performance indicators (KPIs) more lucidly through charts, graphs, and interactive components. Workflow Efficacy: Simplify tasks and introduce automation to minimize manual work and boost productivity. Personalization: Permit users to tailor the dashboard’s structure and data representation to their distinct roles and preferences. Improved Performance: Guarantee quicker load times and fluid interactions, enhancing the overall pace and responsiveness of the CRM. Mobile-friendly Design: Optimize the dashboard for mobile devices, allowing users to handle and manage CRM data anywhere. Integration with Other Systems: Enhance interoperability with other applications and tools to centralize information for improved cross-tool collaboration. To summarize, themission of remodeling a CRM dashboard is to render it more user-centric, visually enticing, efficient, and agile, eventually boosting productivity and decision-making.