Sales Management SFA for Recruitment Agencies

Note: Service names, images, and figures in this case study have been replaced with fictional equivalents for portfolio purposes. Details differ from the actual project.

Project Overview

Developed a Sales Force Automation (SFA) system for B2B sales teams at recruitment agencies. The system covers daily sales activity logging, pipeline management, and team performance visualization.

Client Requirements

• Real-time visibility into sales activity progress
• Pipeline visualization to improve revenue forecasting accuracy
• Compare and manage individual team member performance
• Centralized management of target company information

Key Features

Dashboard

• KPI cards showing daily actions, deal count, pipeline value, and goal achievement rate
• Month-over-month comparisons in real time
• Activity trend charts (calls, emails, visits, online meetings)
• Pipeline overview across all stages from lead to contract

Target Company Management

• Prospect list management
• Centralized company info, contacts, and deal status

Sales Action Tracking

• Log calls, emails, visits, and online meetings
• Timeline view of action history
• Follow-up task management

Pipeline Management

• Stage-by-stage visualization of deal values and counts
• Drag-and-drop stage transitions

Team Performance

• Per-member revenue targets and achievement rates
• Action completion and deal count rankings

Technical Highlights

• Next.js App Router: Proper separation of server and client components for fast initial loads
• Recharts: Interactive charts for activity trends and pipeline overview
• shadcn/ui: Consistent UI components balancing development speed and design quality
• Responsive design: Collapsible sidebar and mobile-friendly layouts
• Dark mode: Theme switching via next-themes

Timeline

Approx. 3 weeks