Customer Dashboard Overview
Objective: Design a dashboard that displays a list of potential customers in a card-based layout. Each card should provide a quick summary of key customer information, their potential score, and sales opportunities, with a focus on visual clarity and actionable insights. Cards should be interactive, allowing users to click for a detailed 360° view of the customer profile. 🎨 Card Design Structure: Card Header: ✅ Họ và tên (Full Name) — Large, bold text for quick identification. ✅ Loại khách hàng (Customer Type) — Small badge indicating customer type (e.g., VIP, Ưu tiên, Thông thường). Card Body (Key Information): Điểm tiềm năng (Potential Score) Display as a progress circle or bar (e.g., 85/100) to visualize customer potential. Color-coded based on score: 🟢 High Potential (80+) 🟡 Medium Potential (50-79) 🔴 Low Potential (<50) Tổng tài sản (AUM - Assets Under Management) Total assets managed by the bank for this customer. Điểm tín dụng (Credit Score) Display as a number (e.g., 750). Include a status label (Good, Average, Poor). Sản phẩm đang sử dụng (Active Products) List key products with icons for easy recognition: 💳 Credit Card 🏦 Savings Account 📄 Loan 🛡️ Insurance Cơ hội bán hàng (Sales Opportunities) Brief text highlighting relevant product suggestions (e.g., Gợi ý: Khoản vay mua nhà). Card Footer (Interaction & Alerts): Trạng thái tương tác (Interaction Status) Last interaction date and type (e.g., Cuộc gọi: 05/01/2025). Cảnh báo (Alerts) Display key alerts with icons: ⚠️ Overdue payment 📆 Loan nearing maturity 🎉 Birthday or special event 🔧 Interactivity Features: Click to Expand: Clicking on a card opens the 360° customer profile. Quick Action Buttons: 📞 Call Now ✉️ Send Email 📝 Add Note Design Tips: Responsive Layout: Ensure the card layout works on both desktop and mobile screens. Card Size: Compact cards for desktop (3-4 cards per row), larger cards for mobile (1-2 per row). Color-Coding: Use colors to differentiate potential scores and customer types. Icons & Visuals: Use icons for products, alerts, and actions to make cards more intuitive and visually appealing.
