Case study · SaaS
AI Leads Management Dashboard.
UI/UX design for an AI-powered leads management dashboard: one command center that turns scattered lead data into clear, prioritized sales decisions.
Case study
The challenge.
The client's sales team was tracking leads across multiple channels, spreadsheets and tools. They needed a single, AI-assisted dashboard that does more than store leads: it had to turn raw data into decisions, show where deals get stuck and help the team act faster.
- 01One source of truthConsolidating leads from every channel into a single, unified dashboard
- 02Decision-ready dataTurning complex performance metrics into insights a sales manager can act on in seconds
- 03Two depths of useSupporting a quick strategic overview and deep analysis in the same interface
- 04No more manual trackingReplacing fragmented spreadsheets with automated status and performance tracking
- 05AI with human controlUsing AI to score and prioritize leads while keeping the final call with the team
- 06ScaleDesigning for growing lead volume, new channels, integrations and automation layers
A closer look
The full design, shown exactly as delivered.
Case study
The impact.
The final design is an AI-powered analytical dashboard that turns lead management into a structured growth system, giving the sales team one place to see, prioritize and act.
- Command centerReal-time visibility across every lead source in a single view
- AI prioritizationLead scoring based on behavior and engagement, so the team knows who to call first
- Bottleneck insightsSmart highlights that surface stalled deals and conversion opportunities
- Low cognitive loadClean data visualization that makes complex metrics readable at a glance
- Automated trackingLead status, response times and performance metrics updated without manual work
- Built to expandA scalable architecture ready for new integrations and evolving sales workflows
Behind the build
How it came together.
- Timeline
- 4 weeks
- Engagement
- UI/UX design
- Delivered
- Figma UI design & interactive prototype
- Design system & developer handoff
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