Lightspeed CRM - Sales Management Dashboard & UX UI Design

About Lightspeed CRM project

• Lightspeed CRM - Sales Management Dashboard simplifies the way teams monitor sales performance. It provides visual reports, aligns teams on targets, and improves clarity around monthly profit goals.

• Industry

  Sales, Enterprise

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• Category

  CRM, Dashboard

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• Location

  Denver, Colorado, USA

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User Challenges

• Sales teams deal with fragmented tools and inconsistent data when managing sales targets and generating monthly profit reports. This slows decision-making and decreases team visibility on critical KPIs.

Key Pain points

• Limited Visibility

  Teams lack centralized access to key sales and profit data, reducing the quality of monthly performance reviews and strategic planning.

• Tool Fragmentation

  Sales reps waste time switching between multiple systems for tracking performance, which lowers productivity and accuracy.

Valuable Insights

• We conducted internal surveys and external benchmarking within Lightspeed CRM - Sales Management Dashboard project to understand how sales teams track KPIs and what slows them down. The insights guided both layout and functionality design choices.

Major Findings

• 62% - Tool Switching

  Most users switch between 3–5 tools daily, leading to a measurable drop in productivity and inconsistent reporting.

• 48% - Missed Targets

  Nearly half of respondents said their teams struggle to track sales targets accurately and on time.

• 35% - Decision Boost

  Users shared that centralized monthly profit reporting could improve decision-making speed by up to 35%.

Our Solutions

• We delivered a unified dashboard experience focused on visual clarity, simplified navigation, and centralized metrics. The Lightspeed CRM - Sales Management Dashboard ui / ux offers seamless tracking and reporting without extra tools.

• Monthly Report Automation

  We designed an integrated system for generating visual monthly and profit reports that update in real time.

• Centralized Sales Targets

  We created a visual tracker for individual and team sales goals with daily progress feedback.

• Embedded Alerts and Actions

  Critical exceptions are paired with actionable insights within the same screen. This eliminates the need to switch tabs and supports faster issue resolution.

Project Result

• After release, the dashboard helped users reduce reporting time and improved visibility across the team. The Lightspeed CRM - Sales Management Dashboard example delivered measurable efficiency gains and better performance tracking.

• +40% Faster Lead Response Time

  Consolidated notifications and quick-access lead profiles reduced the average response window.

• +28% Boost in Agent Engagement

  Real-time property updates and task reminders helped agents stay active within the system longer.

Key Efficiency Gains

• Virtups CRM - Real Estate Mobile App example helped cut down manual tasks, increase agent availability, and improve live property updates. Agents reported faster listing handling and higher client satisfaction scores.

• +35% Less Time on Reports

  Automated and visual monthly reports reduced manual input and allowed quicker reviews across departments.

• +40% Better Pipeline Visibility

  Teams could now track performance metrics in one view, improving strategy adjustments and target alignment.