Project overview
An operations dashboard for financial lead intake — overview KPIs, source mix, pipeline tiers, team views, and client form controls for a lean sales engine.
The challenge
The team was qualifying inbound leads in spreadsheets with no shared view of sources, MAN scores, or pipeline health.
Our solution
We shipped a focused leads product with overview analytics, pipeline distribution, lead lists, team access, and form/password controls so intake stays measurable.
Project details
Results & impact
Live KPIs
Visibility
Total, qualified, score, and conversion at a glance
MAN tiers
Pipeline
Not qualified → qualified distribution
Attributed
Sources
Where qualified leads originate
Form controls
Ops
Client form and password management built in
Technologies used
Next.jsTypeScriptAuthChartsVercel
Key features delivered
Overview KPI cards and sparklines
Leads received trend chart
Lead source and pipeline widgets
Leads / Team / Settings modules
Client form and password controls
Role-aware admin workspace
Client testimonial
“We stopped guessing which leads were warm. The dashboard made source quality and pipeline tiers obvious in one screen — exactly what a lean team needs.”
Elena M.
Ops lead, NOVAFIN
Product gallery
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