Lead Tracking Dashboard
Dashboards

Lead Tracking Dashboard

A visual sales pipeline dashboard with drag-and-drop Kanban lead cards, activity drawers, and sales conversion charts.

LIKELYintermediate3-5 hoursIntermediate
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What it does

AI application builders easily create drag-and-drop Kanban boards, statistical metric summaries, and modal lead forms. Configuring inbound form webhooks and aggregate funnel charts requires light manual setup.

LIKELYThe verdict

AI application builders easily create drag-and-drop Kanban boards, statistical metric summaries, and modal lead forms. Configuring inbound form webhooks and aggregate funnel charts requires light manual setup.

MVP features

Drag-and-drop Kanban pipeline board with customized stages
Inbound webhook endpoint to capture leads from landing forms
Slide-out Lead Detail drawer with note taking and call activity logs
Interactive sales funnel analytics with win/loss ratios
Lead scoring indicator based on deal size and activity age
CSV lead list import and export data handling
Filter leads by assigned sales rep, source, date, and status

Build prompt

build-prompt.txt
The Build Prompt
Build a full-stack Lead Tracking Dashboard web application using React, Node.js, Tailwind CSS, Express, and MongoDB. Implement an intuitive drag-and-drop Kanban pipeline board representing deal stages: New Leads, Contacted, Qualified, Proposal Sent, Closed Won, and Closed Lost. Create a detailed Lead Drawer component allowing sales representatives to log phone calls, add meeting notes, assign team members, and adjust deal financial values. Include a secure Inbound Webhook API route allowing external web forms and landing pages to push incoming lead records into the database automatically. Build a comprehensive Analytics view featuring interactive Recharts visualizations for conversion funnels, win/loss sales ratios, deal velocity, and monthly revenue forecasting. Ensure the application features robust filtering controls by sales owner, lead source, date range, and keyword search, along with CSV file import and export capabilities. Integrate SendGrid API to automatically dispatch automated follow-up email reminders when leads remain inactive for more than three days.
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Last reviewed: Aug 8, 2026

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