Trivi CRM - Sales Management Dashboard & UX UI Design

About Trivi CRM project

• Trivi CRM - Sales Management Dashboard is a web-based solution designed to organize customer data, track team productivity, and visualize sales pipelines. It improves daily operations through clear metrics, simplified UX, and real-time insights.

• Industry

  CRM, Enterprise

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• Category

  SaaS, Dashboard

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• Location

  Chicago, Illinois, USA

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User Challenges

• Trivi CRM - Sales Management Dashboard users struggled with a cluttered dashboard and unclear data structure. Limited tracking of sales progress and low visibility into team performance made decision-making slow and collaboration inefficient.

Key Pain points

• Sales Pipeline Clarity

  Sales managers had difficulty tracking deal stages and forecast data due to non-intuitive visuals and scattered navigation.

• Low Team Transparency

  There was no quick way to assess team performance metrics, which led to missed actions and low accountability across departments.

• Inefficient Data Prioritization

  Users reported difficulty in identifying which data points needed attention. Overloaded views with equal visual weight caused confusion and slowed task execution.

Valuable Insights

• After interviewing teams and analyzing engagement metrics, we found users spent 42% longer navigating between views than needed. Improving dashboard clarity for Trivi CRM - Sales Management Dashboard project directly reduced churn and raised task completion rate.

Major Findings

• Navigation Friction

  42% of users spent extra time locating sales reports or team stats due to poor layout hierarchy and unclear tabs.

• Performance Blind Spots

  Nearly 58% of users couldn’t identify team performance issues until weekly meetings, limiting fast response and growth opportunities.

Our Solutions

• We created a clean, modular interface for Trivi CRM - Sales Management Dashboard example to organize data by priority. Sales pipelines became easier to track with visual cues and statuses. Team metrics were added as widgets, customizable per role or department.

• Modular Reporting Interface

  Users can now adjust data blocks based on priority. This flexibility improves clarity and allows teams to focus on their most relevant metrics.

• AI-Driven Suggestions

  Built-in AI prompts offer tailored next steps for users based on sales patterns, eliminating the need to interpret raw data manually.

• 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

• The new Trivi CRM - Sales Management Dashboard ui / ux increased task efficiency by 35%, reduced bounce rate by 22%, and improved overall user satisfaction scores by 29%.

• 73% - Accuracy Drop

  Users missed load balance targets when parcel weight or placement data was incomplete. This impacted flight preparation time and safety checks.

• 60% - Need Real-Time Cargo Status

  Most logistics coordinators depend on real-time alerts to prevent missed handoffs and delays during transit - a priority that shaped notification design.

Key Efficiency Gains

• -47% Access Time

  Users found key metrics almost twice as fast due to better grouping, navigation, and removal of redundant steps.

• +31% Retention Rate

  Improved layout and team widgets led to better engagement, keeping users within the dashboard ecosystem longer.