CRM Dashboard

1440px

Full size

Key Highlights

Full sales pipeline

Activity tracking

Rich reporting

Team collaboration

About this template

Manage customer relationships with this comprehensive CRM template. Features contact management, deal pipelines, activity tracking, and reporting. Perfect for sales teams and businesses managing customer relationships.

What's included

Contact management

Deal pipelines

Activity tracking

Email integration

Task management

Reports & analytics

Team management

Custom fields

Best for

Sales TeamsAccount ManagementCustomer SuccessBusiness Development

Industries

SalesBusinessEnterprise

AI Generation Prompt

Create a CRM dashboard:

1. SIDEBAR:
- Logo
- Dashboard
- Contacts
- Companies
- Deals
- Tasks
- Email
- Reports
- Settings

2. DASHBOARD:
- Sales pipeline overview (funnel chart)
- Revenue this month vs goal
- Recent activities feed
- Upcoming tasks
- Top deals cards
- Team leaderboard

3. CONTACTS:
- Contact table with:
  - Avatar, Name, Email, Phone
  - Company, Title
  - Last contacted
  - Deal value
- Search and filters
- Bulk actions
- Import/Export

4. CONTACT DETAIL:
- Profile header with avatar
- Contact info (editable)
- Company association
- Deals associated
- Activity timeline
- Notes
- Emails
- Tasks
- Files

5. DEALS PIPELINE:
- Kanban view of deal stages
- Stage columns: Lead, Qualified, Proposal, Negotiation, Closed Won, Closed Lost
- Deal cards with: Company, Value, Probability, Owner
- Drag between stages
- Deal detail modal

6. ACTIVITIES:
- Activity types: Call, Email, Meeting, Task
- Log activity form
- Activity feed/timeline
- Calendar view

7. REPORTS:
- Sales by rep
- Pipeline value
- Win/Loss rates
- Activity metrics
- Custom date ranges

COLORS:
- Primary: #3b82f6 (blue)
- Background: #f8fafc
- Deal stages: Color coded
- Success/Danger for won/lost


RESPONSIVE DESIGN (CRITICAL):
- Mobile-first approach: Design for 375px width first, then scale up
- Breakpoints: sm (640px), md (768px), lg (1024px), xl (1280px)
- Touch targets: Minimum 44x44px for all interactive elements
- Navigation: Hamburger menu on mobile, full nav on desktop
- Typography: Scale down headings on mobile (text-2xl → text-lg)
- Spacing: Reduce padding/margins on mobile (p-8 → p-4)
- Images: Use responsive images with srcset, object-fit: cover
- Grid: Stack columns on mobile (grid-cols-1), expand on desktop
- Hide non-essential elements on mobile with hidden md:block
- Test at 375px, 768px, 1024px, and 1440px widths

SEO & AI OPTIMIZATION (CRITICAL FOR DISCOVERABILITY):

1. HTML HEAD REQUIREMENTS:
- <title> tag: Primary keyword first, brand last (max 60 chars)
- <meta name="description"> : Action-oriented, include primary keyword (max 155 chars)
- <link rel="canonical" href="[full-url]">
- <meta name="robots" content="index, follow">
- Open Graph: og:title, og:description, og:image (1200x630), og:url, og:type
- Twitter Card: twitter:card="summary_large_image", twitter:title, twitter:description, twitter:image
- AI crawler discovery links in <head>:
  <link rel="alternate" type="text/markdown" href="[url].md" title="Markdown">
  <link rel="alternate" type="application/ld+json" href="[url].json" title="Structured Data">

2. SEMANTIC HTML STRUCTURE:
- Single <h1> containing primary keyword (first 40-60 words answer the page's main query)
- Logical heading hierarchy: h1 > h2 > h3 (never skip levels)
- Use <main>, <article>, <section>, <nav>, <header>, <footer>, <aside> landmarks
- Each <section> should have an aria-label or heading
- Use <figure> and <figcaption> for images with context

3. JSON-LD STRUCTURED DATA (in <script type="application/ld+json">):
- WebSite schema with SearchAction for site search
- Organization schema with logo, sameAs social links
- BreadcrumbList schema for navigation context
- Match primary schema to content type:
  - Landing pages: WebPage or Product
  - Blogs: Article with author, datePublished, dateModified
  - E-commerce: Product with offers, price, availability
  - FAQ sections: FAQPage schema (critical for AI answer engines)
  - Local business: LocalBusiness with address, hours, geo
  - Events: Event with startDate, location, offers

4. CONTENT STRUCTURE FOR AI CITATION (GEO/AEO):
- First paragraph (40-60 words): Direct answer to page's primary intent
- Use clear, factual language - AI prefers authoritative, non-fluffy content
- Include specific numbers, statistics, dates where relevant
- Each H2 section should stand alone as a complete answer
- Add statistics/facts every 150-200 words (increases citation likelihood)
- FAQ sections: Use consistent ## FAQ heading with ### Question / Answer pattern
- Use <hr> or --- between distinct content sections (helps AI chunking)

5. IMAGES & MEDIA:
- All <img> must have descriptive alt text (not "image" or "photo")
- Use loading="lazy" for below-fold images
- Include width and height attributes to prevent CLS
- Use WebP format with fallback, srcset for responsive
- Add structured data for key images (ImageObject schema)

6. PERFORMANCE (Core Web Vitals):
- Largest Contentful Paint: Hero image/text visible < 2.5s
- Cumulative Layout Shift: Reserve space for images, ads, embeds
- First Input Delay: Minimize JS blocking, defer non-critical scripts
- Use font-display: swap for web fonts
- Preload critical resources: <link rel="preload">

7. ACCESSIBILITY (also helps SEO):
- All interactive elements keyboard accessible
- Focus states visible on all focusable elements
- Color contrast ratio minimum 4.5:1 for text
- aria-label on icon-only buttons
- Skip link to main content

This prompt will be used to generate your project. Feel free to customize it in the builder.