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SaaS / Operations
TrackePay: Real-Time Sales Operations
A comprehensive look at the high-performance dashboard designed for managing high-volume leads and automated sales workflows.
Client
Operational Sales Teams
Industry
SaaS / CRM
Expertise
UI/UX DesignData VisualizationWorkflow Tracking
The Challenge
- Managing over 1,300+ leads without losing track of status
- Visualizing complex lead stages from 'Cold' to 'Deal Won'
- Tracking outstanding and past-due invoices in a unified panel
Our Approach
- Designed a multi-widget layout for tracking Invoices and Leads
- Integrated a dynamic 'Leads Overview' ring chart
- Developed a 'Proposal Overview' tracker for conversion monitoring