Pipelinq: Design References & Dashboard Wireframes
1. Design Inspiration Sources
Dashboard / Landing Page
| Source | URL / Search | Key Patterns |
|---|---|---|
| Dribbble | Search "CRM dashboard" (800+ results) | KPI cards, deal funnels, revenue charts, activity feeds |
| Twenty CRM | twenty.com | Open-source, clean dashboard with pipeline charts and activity |
| Muzli / 99designs | Design galleries | Curated CRM dashboard collections with card-based layouts |
| Figma Community | Search "CRM dashboard kit" | Free component kits for deal metrics, contact lists |
| HubSpot Free CRM | hubspot.com/products/crm | Industry standard dashboard with pipeline summary |
Pipeline / Kanban Board
| Source | URL / Search | Key Patterns |
|---|---|---|
| HubSpot Pipeline Board | hubspot.com/knowledge/deal-boards | Customizable kanban with deal cards, drag-and-drop between stages |
| EspoCRM Kanban | espocrm.com | Open-source kanban with color-coded cards and stage columns |
| Nextcloud Deck | apps.nextcloud.com/apps/deck | Board/Stack/Card: familiar Nextcloud kanban UX |
| Trello | trello.com | Gold standard kanban: minimal cards, smooth drag-and-drop |
| Behance "CRM Pipeline UI" | Search Behance | Modern list + kanban toggle views |
| Dribbble "kanban board CRM" | Search Dribbble | Deal cards with avatars, amounts, probability badges |
Lead Management
| Source | URL / Search | Key Patterns |
|---|---|---|
| HubSpot Contacts | hubspot.com | Contact detail with timeline, associated deals |
| Twenty CRM | twenty.com | Clean lead list with inline editing, custom fields |
| Dribbble "lead management" | Search Dribbble | Lead scoring, source breakdown, conversion funnels |
| EspoCRM Lead view | espocrm.com | Lead form with pipeline/stage selector |
My Work / Workload
| Source | URL / Search | Key Patterns |
|---|---|---|
| Jira "My Work" | atlassian.com/jira | Assigned issues with priority sorting, project labels |
| Asana "My Tasks" | asana.com | Today/upcoming/later sections, personal task view |
| Dribbble "workload dashboard" | Search Dribbble | Personal productivity views with task counts |
2. Missing Features Identified from Design Patterns
Features not currently in FEATURES.md but commonly present in CRM dashboards and workflows:
MVP Additions
| Feature | Source Pattern | Justification |
|---|---|---|
| Pipeline view toggle (kanban / list) | HubSpot, EspoCRM, Twenty | Users need both visual (kanban) and data-dense (list) views |
| Lead/request card quick actions | HubSpot, Salesforce | Change stage, assign, set priority without opening detail view |
| Priority levels on leads | All CRMs | Lead CRUD already has priority but no explicit visual priority badge feature |
V1 Additions
| Feature | Source Pattern | Justification |
|---|---|---|
| Stale lead detection (no activity for X days) | Salesforce, HubSpot | Highlights forgotten leads with "last activity" indicator |
| Stage revenue summary (total value per column header) | HubSpot, Pipedrive | Pipeline kanban columns show sum of deal values |
| Pipeline funnel visualization | HubSpot, Salesforce dashboards | Visual funnel showing conversion between stages |
| Activity log on lead/request cards | Twenty, HubSpot | Compact recent activity (last call, last email, last note) |
| Aging indicator (days in current stage) | Salesforce, Pipedrive | Shows how long a lead has been in its current stage |
Enterprise Additions
| Feature | Source Pattern | Justification |
|---|---|---|
| Sales forecast summary | Salesforce, HubSpot | Weighted pipeline value (sum of value * probability) |
| Team pipeline comparison | Management dashboards | Compare pipeline performance across team members |
| Win/loss reason tracking | Salesforce, EspoCRM | Record why a lead was won or lost for analysis |
3. Dashboard Wireframes
3.1 Main Dashboard (Landing Page)
┌─────────────────────────────────────────────────────────────────────┐
│ PIPELINQ [Search...] [+] │
├──────────┬──────────┬──────────┬──────────┬──────────┬──────────────┤
│ Dashboard│ Pipeline │ Leads │ Requests │ Clients │ My Work │
├──────────┴──────────┴──────────┴──────────┴──────────┴──────────────┤
│ │
│ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │
│ │ OPEN LEADS │ │ OPEN │ │ PIPELINE │ │ OVERDUE │ │
│ │ │ │ REQUESTS │ │ VALUE │ │ ITEMS │ │
│ │ 12 │ │ 8 │ │ €145,200 │ │ 3 │ │
│ │ +2 today │ │ +1 today │ │ +€12k week │ │ ⚠ urgent │ │
│ └─────────────┘ └─────────────┘ └─────────────┘ └─────────────┘ │
│ │
│ ┌────────────────────────────────┐ ┌──────────────────────────┐ │
│ │ Pipeline Funnel │ │ Recent Activity │ │
│ │ │ │ │ │
│ │ New ████████████ 5 │ │ • Lead "Acme Corp" │ │
│ │ Contacted ██████████ 4 │ │ moved to Qualified │ │
│ │ Qualified ████████ 3 │ │ 2 min ago │ │
│ │ Proposal ██████ 2 │ │ │ │
│ │ Negotiation ████ 1 │ │ • Request #42 assigned │ │
│ │ Won ██ 1 │ │ to Jan de Vries │ │
│ │ │ │ 15 min ago │ │
│ │ Conversion: 20% │ │ │ │
│ └────────────────────────────────┘ │ • New lead from website │ │
│ │ "TechCorp inquiry" │ │
│ ┌────────────────────────────────┐ │ 1 hour ago │ │
│ │ My Work (Top 5) │ │ │ │
│ │ │ │ • Client "Gemeente XYZ" │ │
│ │ ⚡ Lead: Gemeente ABC │ │ updated phone number │ │
│ │ Proposal · Due: 2 days │ │ 3 hours ago │ │
│ │ │ │ │ │
│ │ 🔴 Request: IT support #12 │ │ [View all activity →] │ │
│ │ In Progress · Overdue 1 day │ └──────────────────────────┘ │
│ │ │ │
│ │ ⚡ Lead: TechCorp deal │ │
│ │ Negotiation · Due: 5 days │ │
│ │ │ │
│ │ [View all my work →] │ │
│ └────────────────────────────────┘ │
│ │
│ ┌──────────────────────────────────────────────────────────────┐ │
│ │ Leads by Source │ Requests by Status │ │
│ │ │ │ │
│ │ Website ████████████ 40% │ New ████████ 3 │ │
│ │ Referral ████████ 27% │ In Progress ██████████ 4 │ │
│ │ Phone ██████ 20% │ Completed ████ 1 │ │
│ │ Campaign ████ 13% │ Rejected ██ 1 │ │
│ └──────────────────────────────────────────────────────────────┘ │
│ │
└─────────────────────────────────────────────────────────────────────┘
3.2 Pipeline / Kanban Board
┌─────────────────────────────────────────────────────────────────────┐
│ PIPELINQ > Sales Pipeline [Kanban | List] [Filter] │
├──────────┬──────────┬──────────┬──────────┬──────────┬──────────────┤
│ Dashboard│ Pipeline │ Leads │ Requests │ Clients │ My Work │
├──────────┴──────────┴──────────┴──────────┴──────────┴──────────────┤
│ │
│ Pipeline: [Sales Pipeline ▾] Show: [All ▾] [+ Add Lead] │
│ │
│ ┌──────────┐ ┌──────────┐ ┌──────────┐ ┌──────────┐ ┌──────────┐ │
│ │ NEW │ │CONTACTED │ │QUALIFIED │ │ PROPOSAL │ │NEGOTIATION│ │
│ │ 3 items │ │ 2 items │ │ 4 items │ │ 2 items │ │ 1 item │ │
│ │ €12,500 │ │ €24,000 │ │ €58,000 │ │ €35,200 │ │ €15,500 │ │
│ │──────────│ │──────────│ │──────────│ │──────────│ │──────────│ │
│ │┌────────┐│ │┌────────┐│ │┌────────┐│ │┌────────┐│ │┌────────┐│ │
│ ││ LEAD ││ ││ LEAD ││ ││ LEAD ││ ││ LEAD ││ ││ LEAD ││ │
│ ││Acme ││ ││TechCo ││ ││Gemeente││ ││BigDeal ││ ││FinalCo ││ │
│ ││Corp ││ ││ ││ ││ABC ││ ││BV ││ ││ ││ │
│ ││€5,000 ││ ││€14,000 ││ ││€20,000 ││ ││€25,200 ││ ││€15,500 ││ │
│ ││📅 Mar 5││ ││📅 Mar 12││ ││📅 Mar 1 ││ ││📅 Mar 20││ ││📅 Mar 8 ││ │
│ ││👤 Jan ││ ││👤 Maria ││ ││👤 Jan ││ ││👤 Pieter││ ││👤 Maria ││ │
│ │└────────┘│ │└────────┘│ │└────────┘│ │└────────┘│ │└────────┘│ │
│ │┌────────┐│ │┌────────┐│ │┌────────┐│ │┌────────┐│ │ │ │
│ ││ REQ ││ ││ LEAD ││ ││ LEAD ││ ││ REQ ││ │ │ │
│ ││IT Help ││ ││SmallBiz││ ││WebDev ││ ││Consult ││ │ │ │
│ ││#42 ││ ││ ││ ││project ││ ││#55 ││ │ │ │
│ ││⚡ high ││ ││€10,000 ││ ││€18,000 ││ ││⚡ urgent││ │ │ │
│ ││📅 Feb28││ ││📅 Mar 15││ ││📅 Mar 10││ ││📅 Mar 1 ││ │ │ │
│ ││🔴overdue││ ││👤 Jan ││ ││👤 Maria ││ ││👤 Pieter││ │ │ │
│ │└────────┘│ │└────────┘│ │└────────┘│ │└────────┘│ │ │ │
│ │┌────────┐│ │ │ │┌────────┐│ │ │ │ │ │
│ ││ LEAD ││ │ │ ││ LEAD ││ │ │ │ │ │
│ ││NewLead ││ │ │ ││GovDeal ││ │ │ │ │ │
│ ││€2,500 ││ │ │ ││€15,000 ││ │ │ │ │ │
│ ││📅 Mar 20││ │ │ ││📅 Apr 1 ││ │ │ │ │ │
│ ││👤 - ││ │ │ ││👤 Jan ││ │ │ │ │ │
│ │└────────┘│ │ │ │└────────┘│ │ │ │ │ │
│ │ │ │ │ │┌────────┐│ │ │ │ │ │
│ │ │ │ │ ││ REQ ││ │ │ │ │ │
│ │ │ │ │ ││Maint ││ │ │ │ │ │
│ │ │ │ │ ││#38 ││ │ │ │ │ │
│ │ │ │ │ ││normal ││ │ │ │ │ │
│ │ │ │ │ │└────────┘│ │ │ │ │ │
│ │ [+ Add] │ │ [+ Add] │ │ [+ Add] │ │ [+ Add] │ │ [+ Add] │ │
│ └──────────┘ └──────────┘ └──────────┘ └──────────┘ └──────────┘ │
│ │
│ ┌────────┐ ┌────────┐ ◀ Collapsed final stages │
│ │ WON 1 │ │ LOST 2 │ │
│ └────────┘ └────────┘ │
└─────────────────────────────────────────────────────────────────────┘
Card anatomy:
┌──────────────────┐
│ [LEAD] or [REQ] │ ← Entity type badge (color-coded)
│ Entity Title │ ← Title (clickable → detail view)
│ €12,500 │ ← Value (leads only)
│ ⚡ high │ ← Priority badge (if not normal)
│ 📅 Mar 5 👤 Jan │ ← Due date + assignee avatar
│ 🔴 2 days overdue│ ← Overdue warning (if applicable)
│ ⏱ 5d in stage │ ← Days in current stage
└──────────────────┘
3.3 Pipeline List View
┌─────────────────────────────────────────────────────────────────────┐
│ PIPELINQ > Sales Pipeline [Kanban | List] [Filter] │
├──────────────────────────────────────────────────────────────────────┤
│ │
│ Pipeline: [Sales Pipeline ▾] Show: [All ▾] [+ Add Lead] │
│ │
│ ┌───┬──────┬─────────────┬──────────┬──────────┬────────┬────────┐ │
│ │ │ Type │ Title │ Stage │ Value │ Due │Assigned│ │
│ ├───┼──────┼─────────────┼──────────┼──────────┼────────┼────────┤ │
│ │ ⚡│ LEAD │ Acme Corp │ New │ €5,000 │ Mar 5 │ Jan │ │
│ │🔴│ REQ │ IT Help #42 │ New │ - │ Feb 28 │ Jan │ │
│ │ │ LEAD │ NewLead │ New │ €2,500 │ Mar 20 │ - │ │
│ │ │ LEAD │ TechCo │ Contacted│ €14,000 │ Mar 12 │ Maria │ │
│ │ │ LEAD │ SmallBiz │ Contacted│ €10,000 │ Mar 15 │ Jan │ │
│ │ │ LEAD │ Gemeente ABC│ Qualified│ €20,000 │ Mar 1 │ Jan │ │
│ │ │ LEAD │ WebDev proj │ Qualified│ €18,000 │ Mar 10 │ Maria │ │
│ │ │ LEAD │ GovDeal │ Qualified│ €15,000 │ Apr 1 │ Jan │ │
│ │ │ REQ │ Maint #38 │ Qualified│ - │ - │ - │ │