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Dashboard

Landing page providing an at-a-glance CRM overview with KPI cards, charts, activity previews, and quick actions.

Specs​

  • openspec/specs/dashboard/spec.md

Features​

KPI Cards (MVP)​

Top row of metric cards showing key CRM numbers at a glance:

  • Open Leads (count of non-terminal leads)
  • Open Requests (count of non-terminal requests)
  • Total Clients (client count)
  • Items Due This Week (leads + requests with upcoming deadlines)

Requests by Status Chart (MVP)​

Visual chart showing the distribution of requests across status values (new, in_progress, completed, rejected, converted).

My Work Preview (MVP)​

Compact preview of the user's assigned items (top 5), linking to the full My Work view. Shows priority, due date, and entity type.

Quick Actions (MVP)​

Shortcut buttons for common operations: create new lead, create new request, create new client, new product.

Dashboard Data Refresh (MVP)​

Dashboard data refreshes on mount and supports manual refresh. Data scoped to user's RBAC permissions.

Empty State Handling (MVP)​

Fresh installations show a welcoming empty state with getting-started guidance instead of empty charts.

Product Revenue KPI Card (V1)​

Shows top 3 products by total pipeline value based on lead-product line items. Displays "No product data yet" when no line items exist.

Products Count KPI Card (V1)​

Displays total count of active products as a KPI card in the top row.

Prospect Discovery Widget (V1)​

Dashboard widget showing top 10 prospects based on ICP configuration. Features:

  • Prospect cards with company name, fit score, SBI, employees, city, KVK number
  • "Create Lead" action to convert prospect to client + lead
  • Setup prompt when ICP is not configured
  • Manual refresh to clear cache and re-fetch

Planned (V1)​

  • Pipeline funnel visualization (conversion between stages)
  • Leads by source chart (marketing attribution)
  • Recent activity feed (last 10 CRM events from activity stream)
  • Dashboard role-based views (different layouts per role)

Planned (Enterprise)​

  • Custom dashboards
  • Advanced charts (trends, forecasting)