Website CRM Dashboard

When designing the DataPollex CRM dashboard, the core question I kept asking was: what does a person actually need to do in the first 60 seconds of opening this? The answer shaped every decision.

Some of the early stage wireframing that helped me shape the final design. I worked with various chunking of the side bar elements and positions of the top bar. The final design was chosen based on the most functional one where the left side bar elements work as page specific interactions whereas the top bar is the constant point interaction.

Dark mode wasn't a trend choice; it was a continuity one.

The client's existing website is dark-only, so carrying that visual language into the CRM was essential for product unity. A user moving between the public-facing site and their back-office dashboard shouldn't feel like they've switched products. The dark base creates that seamless transition while also benefiting operators who spend long hours inside the tool.

The red was non-negotiable; so I made it work harder.

With the brand color fixed, the design challenge shifted from choosing an accent to deploying it with intention. Crimson appears on the primary CTA, active navigation states, and chart series - building a consistent visual grammar where red reliably signals importance or interaction. When a color is locked, consistency becomes the craft.

For the Lead Pipeline chart, I moved away from a grouped bar chart and chose a horizontal stacked bar. Pipeline data is inherently sequential and additive, Contacted feeds Negotiation feeds Closed. Stacked bars communicate that relationship structurally, not just visually. Users can read totals and stage breakdowns in a single glance, which matters when you're checking this screen every morning.

The Recent Enquiries table anchors the bottom as the operational workhorse. Category badges, sortable columns, and truncated descriptions give users enough context to triage without opening every record.

Overall, the layout follows a deliberate information hierarchy: health metrics at the top for a quick pulse check, charts in the middle for trend context, and the action-oriented table at the bottom where decisions get made. The constraints - dark mode, brand red - weren't limitations. They were the brief. Good design works within them.