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https://github.com/fbclh/client-intake-dashboard

Internal lead intake and qualification dashboard built with Next.js, TypeScript, Tailwind CSS, and shadcn/ui.
https://github.com/fbclh/client-intake-dashboard

dashboard lead-management nextjs react-form-hook shadcn-ui tailwindcss typescript zod

Last synced: 22 days ago
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Internal lead intake and qualification dashboard built with Next.js, TypeScript, Tailwind CSS, and shadcn/ui.

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# Client Intake Dashboard

A lead intake and qualification dashboard built for internal ops teams managing inbound service requests. Capture structured client details across a guided multi-step form, automatically score each lead on budget and urgency fit, and track pipeline status from first contact through qualification — all in one lightweight, self-hosted tool.

Delivered in layers — intake form, scoring logic, dashboard, and analytics — as a self-contained Next.js app. Demo data persists in the browser via localStorage; the project runs and evaluates fully without a backend.

### Home
![Homepage workflow entry](public/screenshots/Home.png)

### Intake
![Multi-step intake form](public/screenshots/Intake.png)

### Dashboard
![Lead dashboard](public/screenshots/Dashboard.png)

---

## Live demo

**[View live demo →](https://client-intake-dashboard-fbclh.vercel.app/)**

Opens with 12 pre-loaded demo leads — no setup required.

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## Features

- Multi-step intake form with client-side validation
- Filterable lead table with KPI summary cards
- Score leads from budget, urgency, and timeline
- Pipeline charts for submissions, status, and scores
- Lead detail page with notes and activity history

---

## Tech stack

Next.js · TypeScript · Tailwind CSS · shadcn/ui · Zod · React Hook Form · Recharts

---

## Running locally

Install dependencies:
```bash
pnpm install
```

Run the development server:
```bash
pnpm dev
```

Then open:
http://localhost:3000

---

## Author

Fabio Coelho

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## License

This project is licensed under the MIT License. See [LICENSE](LICENSE) for details.