Project description
Developed a comprehensive WordPress plugin that integrates with Zoho CRM to create powerful real-time sales dashboards. Created custom data visualization components that track sales performance, appointment scheduling, and goal progress. The plugin features automatic data synchronization with Zoho CRM, interactive performance charts, real-time KPI monitoring. Implemented efficient caching mechanisms and API optimizations to maintain dashboard speed while handling large datasets, resulting in 65% faster load times than previous solutions.
Dashboard Components
- Monthly Target Tracking
Real-time monitoring of sales goals with visual progress indicators - Individual Performance
Comparative analysis of team member performance with metrics - Appointment Calendar
Daily schedule view with client and agent details - Salesperson Analytics
Detailed breakdown of sales metrics by individual team member
Key Achievements
- Real-time sales dashboard with KPI monitoring and visualization
- Custom data visualization components for performance tracking
- Appointment scheduling and goal progress tracking
- Automatic data synchronization with Zoho CRM
- Interactive performance charts and metrics
- Efficient caching mechanisms and API optimizations
- 65% faster load times compared to previous solutions
Technical Implementation
The plugin was developed using WordPress plugin architecture with PHP for backend processing and JavaScript for frontend interactivity. I implemented RESTful API endpoints to securely communicate with Zoho CRM, utilizing advanced caching strategies to minimize API calls while maintaining data freshness. The dashboard components were built using modern JavaScript with data visualization libraries for responsive and interactive charts.
Results & Impact
This plugin significantly improved sales team productivity by centralizing critical performance data in a single, accessible dashboard within the client’s WordPress environment. The real-time KPI tracking enabled better decision-making and resource allocation, while the appointment management system streamlined client interactions. The optimization techniques implemented resulted in a 65% reduction in dashboard loading times, enhancing the user experience for the sales team.
