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Prototype

Sales Pipeline Dashboard

A one-screen pipeline view with KPIs, a value trend, stages you can filter by, and recent activity. Built with sample data to test layout and interaction.

pipeline / overviewDemo · Sample data

Sales pipeline

Overview

Pipeline value
—
Open opportunities
—
Accounts
—
Follow-ups due
—
Win rate
—
sample, trailing

Pipeline value trend

By stage · select to filter

    Accounts

      Recent activity

        All companies, people and figures are invented for illustration.

        What a salesperson or manager needs at a glance: how much is in the pipeline, how it’s trending, where deals are sitting, and what happened recently.

        Things I was testing:

        • Stages as filters. Clicking a stage filters the account list instead of opening another page.
        • One trend, not five. A single pipeline-value line with a hover readout instead of a wall of charts.
        • Next step on every row. An account without a next step is a deal that’s quietly dying.

        All numbers and companies are sample data.