Lead follow-up without spreadsheet drift
A realistic dashboard example with navigation, data panels and next actions that could be connected to forms, orders or CRM records.
New leads
28Quote value
£14kFollow ups
11Won
7Pipeline performance
Next actions
Call warm lead
Send quote
Book discovery call
Move project to won
Email automation
Follow-ups can be triggered automatically.
Status tracking
Every item has a clear owner and stage.
Reporting
Managers see the numbers without spreadsheet digging.