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Sales Dashboard
Build a sales dashboard for weekly product and customer trends. Track progress, approvals, shared files, messages, and billing for your active project.

Progress

68% complete

On track

Due Date

15 Jun 2026

Quote

Accepted

Invoice

Unpaid

Next Review

10 Jun 2026

Tasks Done

3/4

Across this project

Budget

£5,000

Approved scope

Client

Priya Shah

priya@greenleaf.example

Milestone Timeline
Key project checkpoints and approval status.

Kickoff

20 May 2026

Completed

Kickoff call, scope notes, and source exports collected.

Data Mapping

25 May 2026

Completed

GreenLeaf sales fields mapped into dashboard-friendly groups.

Dashboard Build

01 Jun 2026

In Progress

Dashboard wireframes and KPI panels are ready for review.

Final Review

15 Jun 2026

Pending

Final walkthrough, polish pass, and handover notes.

Current Deliverables
Review what is moving, waiting, and ready for feedback.

Sales KPI layout

Scorecards for weekly revenue, orders, and top product lines.

In Progress
Due 05 Jun 2026

Product trend charts

Trend views for products, customers, and weekly movement.

In Progress
Due 08 Jun 2026

Customer export import

CSV import flow for GreenLeaf's sales export format.

To Do
Due 12 Jun 2026

Mobile polish

Responsive QA pass for phone and tablet review.

To Do
Due 15 Jun 2026
Latest Updates
Recent activity from the project thread.

KPI list confirmed

03 Jun 2026

Client approved the KPI list; next step is dashboard filtering.

CJ Freelancer

Wireframe uploaded

04 Jun 2026

Dashboard wireframes were added for review with notes on filter behavior.

CJ Freelancer

Source data updated

28 May 2026

Shared the latest sales export and confirmed weekly reporting columns.

GreenLeaf Supplies

Shared Files
Client uploads and deliverables in one place.

dashboard-wireframe.pdf

PDF · 620 KB · 24 May 2026

greenleaf-sales-export.csv

CSV · 184 KB · 21 May 2026

dashboard-preview.png

PNG · 1.1 MB · 04 Jun 2026