CRM Dashboard

v9 Fully Autonomous

Purpose

A 10-variant origination series exploring CRM dashboard designs for real estate agents. Each variant takes a radically different approach to organizing contacts, deals, and workflows.

Variant Focus

"Schedule" — Calendar-First CRM. Time is your only real resource. A physical day planner metaphor where the weekly calendar drives all activity. Contacts and deals organized by when things happen, with an unscheduled backlog creating visual pressure.

Prompt

This version was generated autonomously by a sub-agent. The prompt below is the exact prompt given to the build agent — it was crafted by the orchestrating agent based on the origination prompt and research phase.

v9: "Schedule" — Calendar-First CRM

Tagline: "Time is your only real resource."
Core metaphor: A physical day planner — time is the primary axis, contacts and deals organized by when things happen.

Layout: Large week-view calendar (~75%, right side) with hour rows (8am-6pm). Each event block is a rich mini-CRM card (contact name, property, deal stage badge). Left panel (~25%, ~300px) with "Unscheduled" items at top and today's agenda below. Color-coded by activity: blue=showings, green=meetings, amber=deadlines, purple=closings.

Key UI elements: Rich event blocks as mini-CRM cards. "Unscheduled" queue creating visual pressure. Day/Week toggle. Deadline markers with countdown badges. Time-block category zones. Availability gaps with dotted borders. End-of-day summary bars. Week header with dates.

Color/mood: Clean, structured. White background with subtle grid. Pastel event blocks. High-saturation red deadline markers. Organized, professional — premium leather planner.

Role toggle: Solo Agent sees personal schedule. Team Lead gets multi-row view with conflict detection. Brokerage Admin sees high-level capacity view with volume bars.

Origination

← Origin Prompt

Versions

Origination Prompt → v10 Card Stack Triage v9 Calendar First v8 AI Forecast v7 Relationship Web v6 Terminal CRM v5 Context Layer v4 Territory Map v3 Stream Timeline v2 Chat Flow v1 Deal Flow Board

Schedule

Solo Team Admin

Week of January 27 – 31, 2025

Week Day

Unscheduled

Maria Santos

Follow up on 742 Elm St offer

3 days overdue

James Whitfield

Pre-approval docs needed

Follow up

Linda Cheng

Schedule listing photos

Follow up

New Lead: Derek Hall

Zillow inquiry — 3BR Westside

New lead

New Lead: Priya Patel

Open house sign-up, downtown condo

New lead

Today — Wednesday

9:00 AM

Team Standup

Weekly pipeline review

10:30 AM

Showing: 88 Park Ave

Robert Kim — Buyer tour

1:00 PM

Showing: 1250 Oak Dr

Susan & Tom Barnes

3:00 PM

Inspection Deadline

445 River Rd — Thompson deal

4:30 PM

Closing Prep Call

Davis family — title company

Mon

Tue

Wed

Thu

Fri

8 AM

Prospecting

9 AM

Cold Calls Block

Lead list — 15 contacts

Showing: 320 Maple Ln

Jennifer Wu

Buyer Tour

Team Standup

Pipeline review

Lender Meeting

First National — rates

Pre-Approval

10 AM

Showing: 55 Cedar Ct

Mark & Lisa Johnson

2nd Showing

Showing: 88 Park Ave

Robert Kim — Buyer tour

New Listing

Listing Presentation

456 Pine St — Garcias

Listing

11 AM

Appraisal Due

742 Elm St — Santos deal

Due Today

Showing: 901 Birch Rd

Amanda Foster

Buyer Tour

12 PM

Lunch: Referral Partner

Sarah Chen — mortgage broker

Lunch: Client Check-in

Thompson family

1 PM

Showings

Showing: 1250 Oak Dr

Susan & Tom Barnes

3rd Showing

Showing: 678 Walnut

David Park

Buyer Tour

Showing: 1250 Oak Dr

Susan & Tom Barnes

Buyer Tour

Showing: 22 Lake View

Rachel & Mike Adams

New Listing

2 PM

Showing: 140 Sunset

Alex Rivera — Luxury

$1.2M

Showing: 567 Ridge

Chris & Natalie Wong

2nd Showing

3 PM

Inspection Deadline

445 River Rd — Thompson

3 Days Left

Offer Strategy Call

Barnes — 1250 Oak Dr

Negotiation

Closing: 330 Main St

Davis family — Title Co.

$485,000

4 PM

Admin

CMA Prep

456 Pine St listing

Closing Prep Call

Davis — title company

Final Walk

5 PM

Contract Review

742 Elm St — attorney

Under Contract

Financing Deadline

Kim deal — 88 Park Ave

5 Days Left

6 PM

Team Schedule — Jan 27–31

Solo Team Admin

Team Unscheduled Items (8)

Maria Santos — follow up offer Derek Hall — new lead Priya Patel — open house Linda Cheng — listing photos James W. — pre-approval Kevin Moore — price reduction Sarah Lee — buyer consult Tom Brady — expired listing

You

6 events today

9:00 Team Standup

10:30 88 Park Ave

1:00 1250 Oak Dr

3:00 Inspection Due

4:30 Closing Prep

Rachel Torres

4 events today

9:00 Team Standup

11:00 445 River Rd

1:00 88 Park Ave

3:30 Client Call

Marcus Chen

5 events today

9:00 Team Standup

10:00 22 Lake View

12:30 567 Ridge

2:00 140 Sunset

4:00 330 Main Closing

Emily Watson

3 events today

9:00 Team Standup

11:30 320 Maple Ln

2:00 Listing Consult

Jason Park

3 events today

10:00 901 Birch Rd

1:30 678 Walnut

4:00 Financing Due

Brokerage Overview — Week of Jan 27

Solo Team Admin

Showing Volume by Day

Mon

Tue

Wed

Thu

Fri

Closing Timeline

Jan 31

330 Main St — Davis

Marcus Chen · Clear to close

$485,000

Feb 7

742 Elm St — Santos

You · Pending appraisal

$367,000

Feb 14

445 River Rd — Thompson

Rachel Torres · Inspection pending

$525,000

Feb 21

88 Park Ave — Kim

You · Under contract

$412,000

Agent Capacity

You

Lead Agent

17/20 slots filled · 6 active deals

Rachel Torres

Senior Agent

13/20 slots filled · 4 active deals

Marcus Chen

Agent

18/20 slots filled · 5 active deals

Emily Watson

Junior Agent

8/20 slots filled · 2 active deals

Jason Park

Agent

11/20 slots filled · 3 active deals