User Experience (UX) & Dashboard Design - coding4vinayak/leadworks-intelligence-platform- GitHub Wiki

User Experience (UX) & Dashboard Design

Since LeadWorks Intelligence is an AI-powered SaaS, the user experience (UX) needs to be:
✅ Intuitive → Users should quickly understand lead insights.
✅ Minimalist → No clutter, just actionable data.
✅ Automated → No manual data entry, everything syncs seamlessly.
✅ Action-Oriented → Users can act on AI recommendations in a few clicks.

Let’s break this down module by module to see what the dashboard should include.

3.1 Dashboard Home (Overview & Quick Actions)
📌 Goal: Show an at-a-glance summary of lead performance, quality, and key actions.

Key Features:
📊 Lead Score Distribution → Pie chart of High, Medium, Low-quality leads.
🎯 Conversion Predictions → % chance of success for top 5 leads.
⚡ Urgent Actions → Leads needing immediate attention (hot leads, low engagement).
🔄 Recent CRM Updates → Synced activity from HubSpot, Salesforce, etc.
🔥 AI Recommendations → “Follow up with X leads today,” “Send nurture email.”
User Actions:
✔ Click any lead to see details
✔ One-click sync to CRM
✔ Export filtered leads (CSV, Excel, JSON, API)

➡ UI Design:

Sidebar → Navigation (Dashboard, Leads, Scoring, Enrichment, Insights, Settings).
Main Panel → Key metrics & quick actions.
Top Bar → Filters (Time range, lead source, activity level).
3.2 Lead Management Page (List & Filters)
📌 Goal: Provide a centralized place to view, filter, and manage leads.

Key Features:
🔍 Search & Filters → By score, engagement, industry, source.
📈 Sort Leads → Highest to lowest score, newest first, most active.
🏷 Lead Labels → Spam, Duplicate, Enriched, High Quality.
🔄 Bulk Actions → Assign to team, export, sync with CRM.
User Actions:
✔ Open any lead for full details
✔ Edit, merge, or delete
✔ Auto-sync changes to CRM

➡ UI Design:

Table/List View → Name, email, phone, score, quality check, last activity.
Hover Actions → Quick actions like “Mark as Spam” or “Sync to CRM.”
3.3 Lead Details Page (AI-Powered Insights)
📌 Goal: Show deep insights on a single lead’s quality, enrichment, and conversion chances.

Key Features:
🏆 Lead Score Breakdown → Why is this lead High/Medium/Low?
📈 Engagement History → Email opens, site visits, downloads.
🔍 AI Prediction → “This lead has an 80% chance of conversion.”
🔄 CRM Actions → Assign, trigger email sequence, schedule follow-up.
🔗 Lead Enrichment Data → Auto-fetched LinkedIn, company, job title.
User Actions:
✔ Click to edit lead details
✔ Manually adjust score if needed
✔ Start email/call sequence from page

➡ UI Design:

Left Panel → Lead identity, enriched data, CRM status.
Right Panel → AI insights, predictions, engagement data.
3.4 AI Lead Scoring Page (Customizable Scoring System)
📌 Goal: Let users customize how leads are scored based on their business needs.

Key Features:
⚙ Adjustable Weights → Users can increase/decrease the importance of:
✅ Engagement (Email clicks, replies, website visits).
✅ Firmographics (Company size, revenue, job title).
✅ Behavior (Time on page, chat interactions).
🔄 Re-Scoring → AI re-evaluates past leads when settings change.
📊 Score History → Tracks score changes over time.
User Actions:
✔ Drag sliders to change scoring rules
✔ Run a test on past leads to see impact

➡ UI Design:

Graphical Sliders → Adjust importance of each factor.
Preview Box → Shows real-time effect of changes.
3.5 Lead Quality Check Page (Spam, Duplicates, Incomplete)
📌 Goal: Automate cleaning bad leads before they enter CRM.

Key Features:
🚫 Spam Detector → AI flags suspicious emails, domains, phone numbers.
🔄 Duplicate Finder → Auto-merges identical leads.
⚠ Incomplete Lead Alerts → Highlights missing data.
User Actions:
✔ Review and approve AI recommendations
✔ Manually mark good/bad leads
✔ Set auto-cleanup rules

➡ UI Design:

3 Sections → Spam, Duplicates, Incomplete Data.
Action Buttons → Approve, Merge, Delete.
3.6 Lead Enrichment Page (Auto-Fetch Missing Data)
📌 Goal: Automatically enhance leads with extra data.

Key Features:
🔗 LinkedIn & Social Lookup → Finds company & job title.
📊 Firmographics → Auto-fills company size, revenue, location.
🏷 Contact Verification → Checks email, phone number validity.
User Actions:
✔ Bulk enrich all leads
✔ Manually update details

➡ UI Design:

Grid View → Shows enriched leads side-by-side.
Enrichment Status → Success/Failed/Manual Edit.
3.7 AI Lead Insights Page (Conversion Probability, Engagement)
📌 Goal: Help users predict which leads are most likely to convert.

Key Features:
📊 Conversion Probability → AI assigns % likelihood.
🚀 Engagement Tracking → Monitors interactions over time.
🔄 Lead Journey Timeline → Shows how a lead progresses.
User Actions:
✔ Sort leads by likelihood to convert
✔ Drill down into engagement history

➡ UI Design:

Graph View → Engagement trends.
Color-Coded Scores → Green = High conversion, Red = Low.
3.8 CRM Automations Page (Sync & Workflow Triggers)
📌 Goal: Automate lead syncing, assignments, and follow-ups.

Key Features:
🔗 HubSpot/Salesforce Sync → Auto-send enriched leads.
🔄 Workflow Triggers → E.g., “If lead score > 80, assign to sales rep.”
📨 Automated Email Sequences → Nurture leads over time.
User Actions:
✔ Set automation rules
✔ Enable/disable syncs per CRM

➡ UI Design:

Simple Rule Builder → “If X happens, do Y.”
Real-time Logs → See automation history.