About Project

dashboard for CRM system

dashboard for CRM system

I created the concept of Dashboard for CRM in the field of beauty business. Functionality should allow users to customize and interactively interact with Dashboard, including data filtration, reporting and keeping the key performance.

I designed a full access interface to all business areas. The main user persona of the platform is the operating director who needs to see the efficiency of the business as a whole.
An important point is the user's need to see summary data to identify positive or negative trends, as well as a quick decision and response to the current situation.

Stock tracking and consumables management
Scenario: Director reviews the state of stocks in all salons 2 times a week.
Steps:
Views stocks in all salons.
In the event of trends to lack or excess of certain consumables, they are connected with the salon manager in the form of a task (recommendation).
They monitor the progress of the task and the change of indicators at a certain frequency.
They monitor the tendencies of product use to optimize stocks in the future.