Sales Flow Kanban Dashboard
This visual board helps teams organize and track leads across every stage with simple drag‑and‑drop actions. Filters and export options make it easy to focus on the right opportunities and share insights instantly.
- SKU :PDNSSKD01
- Last Update :October 2025
- Published :31 Oct 2025
- Support for :NetSuite
- Implementation time :4 Business Days
Sales Flow Kanban Dashboard
Kanban Board for Smarter Lead Management
The Lead Management Kanban Board gives teams a clear, visual way to track every lead from first contact to final decision. Drag‑and‑drop updates keep information accurate while filters and exports make it easy to focus on the right prospects. By replacing manual tracking with an interactive view, it helps sales teams stay organized, respond faster, and work together more effectively.
Leads in Living Color
Shift leads between stages with a simple drag, keeping the pipeline always up to date. This intuitive action reduces manual work and keeps progress visible at a glance.
Apply quick filters by name or date to instantly refine your view. Teams can zero in on the most relevant leads without sifting through clutter.
Download filtered leads into a CSV file in seconds. Sharing insights or building reports becomes fast, simple, and reliable.
The layout adjusts smoothly across devices, ensuring a consistent experience on desktop, tablet, or mobile. Wherever you work, the board stays clear and easy to navigate.
Implementation Notes & Usage Boundaries
- Only users with the appropriate NetSuite role permissions can view or update lead records on the board.
- Drag‑and‑drop movements update lead statuses but do not initiate automated workflows or triggers.
- The board reflects data based on applied filters; continuous real‑time syncing with external changes is not supported.
- Lead details cannot be edited directly from the board; updates must be made through standard NetSuite record forms.
- By default, the board displays leads created or updated within the last 30 days for quick visibility.
Turn Lead Tracking into Strategic Foresight
- Gain a clear view of your pipeline so you can act with confidence, not hesitation.
- Spot opportunities early and keep deals moving instead of stalling.
- Turn visibility into momentum that drives consistent growth.
- Know exactly where to focus energy to close faster.
- Make decisions backed by visibility, not assumptions.
- Everyone works from the same live view of the pipeline.
- Teams stay in sync naturally, without extra check‑ins or status calls.
- A visual, structured board turns routine updates into a sense of progress.
- Small wins become visible, keeping sales teams energized and focused on the next step.
Frequently Asked Questions
Only users with the appropriate NetSuite role permissions can view or update lead records. Access is fully controlled by your organization’s existing security settings.
No, the board is designed for stage management and visibility. To update lead details, you’ll continue using the standard NetSuite record forms.
Drag‑and‑drop movements update the lead’s stage instantly, but they do not trigger automated workflows. Any workflow rules you’ve set up in NetSuite still apply through the standard record update process.
The board displays the latest lead information available in NetSuite at the time of loading or refreshing. Any changes made to lead records in NetSuite will appear on the board once the view is refreshed or filters are reapplied.
Currently, the board does not support bulk updates or mass actions. Each lead is managed individually to ensure accuracy and control.