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CRM dashboard

A CRM page: the quarter's target as a ring, customers, open and won deals, leads by source, the week's follow-ups as a checklist, the pipeline stage by stage, and every lead in a table that converts one to a deal.

Open the live page

Installs at /crm. The page reads db.leads, db.deals and db.customers on the server; the quarter's target is a third again over the won value rounded to a round figure, so the ring can never disagree with the tile beside it, and the follow-up list is every lead whose next action lands inside seven days, its priority read off the days left. Ticking a follow-up calls completeFollowUp, which writes the lead's nextActionAt as null — the value the entity keeps for a done follow-up, since the store's update keeps undefined out of a patch — and the row leaves with the name in a status line. Convert to deal calls convertLead — the dashboard's shared action, shipped once as @lib/dashboards/crm/actions.ts by actions-crm, which the leads page calls too — which marks the lead won and then opens a qualified deal under its company for its value, owned by its rep; a lead already closed is refused with an alert above the table. Swap the three repositories for real ones and nothing above data.ts changes. Composes AppShell, PageHeader, DashboardGrid, StatCardGroup, StatCard, ScoreRing, DonutChart, PercentageBar, Progress, Widget, Checkbox, PriorityBadge, StatusBadge, Badge, DataTable, DateCell, TruncateCell, UserCell and Callout.

Preview

Install

npx shadcn@latest add @vibra/crm-overview

Needs the @vibra registry in your components.json — set it up once.

Source

app/crm/page.tsx
import { REFERENCE_DATE } from "@/lib/sample-data"
import { AppShell } from "@/components/ui/app-shell"
import { DashboardGrid, DashboardGridItem } from "@/components/ui/dashboard-grid"
import { PageHeader } from "@/components/ui/page-header"

import { signOut } from "./actions"
import { CrmStats } from "./components/crm-stats"
import { FollowUps } from "./components/follow-ups"
import { LeadsBySource } from "./components/leads-by-source"
import { LeadsTable } from "./components/leads-table"
import { Pipeline } from "./components/pipeline"
import {
  crmStats,
  currentUser,
  followUps,
  lastUpdated,
  leadRows,
  leadsBySource,
  pipeline,
  quarterTarget,
  shellNotifications,
} from "./data"
import { NAV, ROUTES } from "@/lib/dashboards/crm/nav"

/**
 * The CRM page. A server component: it reads the leads, the deals and the
 * customers through `db`, works the quarter out, and hands plain rows to the
 * two islands that act on them — the follow-up list and the leads table.
 */
export default function CrmPage() {
  return (
    <AppShell
      nav={NAV}
      activeHref={ROUTES.overview}
      user={currentUser()}
      notifications={shellNotifications()}
      now={REFERENCE_DATE}
      onSignOut={signOut}
    >
      <PageHeader
        title="CRM"
        description="Leads, follow-ups and the quarter's target."
        meta={lastUpdated()}
      />

      <CrmStats target={quarterTarget()} stats={crmStats()} />

      <DashboardGrid>
        <DashboardGridItem colSpan={{ base: 12, lg: 4 }}>
          <LeadsBySource sources={leadsBySource()} />
        </DashboardGridItem>
        <DashboardGridItem colSpan={{ base: 12, lg: 4 }}>
          <FollowUps rows={followUps()} />
        </DashboardGridItem>
        <DashboardGridItem colSpan={{ base: 12, lg: 4 }}>
          <Pipeline stages={pipeline()} />
        </DashboardGridItem>

        <DashboardGridItem colSpan={12}>
          <LeadsTable rows={leadRows()} />
        </DashboardGridItem>
      </DashboardGrid>
    </AppShell>
  )
}
app/crm/data.ts
/**
 * What /crm reads. The leads are `db.leads`, the pipeline and the quarter's
 * won value are `db.deals`, the customer count is `db.customers`, and the
 * target is a rule over the won deals rather than a number written down.
 * "Now" is `REFERENCE_DATE`, and the quarter is the one it falls in.
 *
 * The client islands import only the types below; `db` never crosses into the
 * browser.
 */
import { formatDate, formatNumber, getInitials } from "@/lib/format"
import { REFERENCE_DATE, db, type Deal, type Lead, type Member } from "@/lib/sample-data"

import { money } from "./money"

const DAY = 86_400_000
const NOW = REFERENCE_DATE.getTime()

/** Midnight UTC on the first day of the quarter `offset` quarters from the current one. */
function quarterStart(offset: number): number {
  const month = Math.floor(REFERENCE_DATE.getUTCMonth() / 3) * 3 + offset * 3
  return Date.UTC(REFERENCE_DATE.getUTCFullYear(), month, 1)
}

/** Midnight UTC on the first of the month `offset` months from the current one. */
function monthStart(offset: number): number {
  return Date.UTC(REFERENCE_DATE.getUTCFullYear(), REFERENCE_DATE.getUTCMonth() + offset, 1)
}

/** "Q3 2026" — the quarter every number on the page is measured over. */
export const QUARTER_LABEL = `Q${Math.floor(REFERENCE_DATE.getUTCMonth() / 3) + 1} ${REFERENCE_DATE.getUTCFullYear()}`

const OPEN_STAGES: Deal["stage"][] = ["lead", "qualified", "proposal", "negotiation"]

/** The change from `before` to `now` as a ratio; flat when there was nothing before. */
const change = (now: number, before: number): number => (before === 0 ? 0 : (now - before) / before)

/** Closed-won value for the deals that closed inside a window; a won deal closes on its expected day. */
function wonBetween(from: number, to: number): number {
  return db.deals
    .all()
    .filter((deal) => deal.stage === "won")
    .filter((deal) => deal.expectedCloseAt.getTime() >= from && deal.expectedCloseAt.getTime() < to)
    .reduce((sum, deal) => sum + deal.amountCents, 0)
}

export type QuarterTarget = {
  wonCents: number
  targetCents: number
  /** Whole percent of the target reached, capped at 100 for the ring. */
  percent: number
}

/**
 * The quarter's target, set from the quarter itself: a third again over what
 * has been won so far, rounded to a round figure — the number a sales lead
 * would put on the wall rather than one the seed wrote.
 */
export function quarterTarget(): QuarterTarget {
  const wonCents = wonBetween(quarterStart(0), NOW)
  const targetCents = Math.round((wonCents * 1.35) / 1000) * 1000
  const percent = targetCents === 0 ? 0 : Math.min(100, Math.round((wonCents / targetCents) * 100))
  return { wonCents, targetCents, percent }
}

export type CrmStat = {
  key: "customers" | "open" | "won"
  label: string
  value: string
  /** Change against the period before, as a ratio. */
  delta?: number
  description: string
}

/** The three counted headline numbers; the target beside them is `quarterTarget`. */
export function crmStats(): CrmStat[] {
  const customers = db.customers.all()
  const atLastMonthEnd = customers.filter((customer) => customer.createdAt.getTime() < monthStart(0)).length
  const open = db.deals.all().filter((deal) => OPEN_STAGES.includes(deal.stage))
  const openValue = open.reduce((sum, deal) => sum + deal.amountCents, 0)
  const won = wonBetween(quarterStart(0), NOW)
  const wonBefore = wonBetween(quarterStart(-1), quarterStart(0))

  return [
    {
      key: "customers",
      label: "Customers",
      value: formatNumber(customers.length),
      delta: change(customers.length, atLastMonthEnd),
      description: "vs last month",
    },
    {
      key: "open",
      label: "Open deals",
      value: formatNumber(open.length),
      description: `${money(openValue)} in play`,
    },
    {
      key: "won",
      label: "Won this quarter",
      value: money(won),
      delta: change(won, wonBefore),
      description: "vs last quarter",
    },
  ]
}

export type SourceCount = { source: Lead["source"]; count: number }

/** How many leads each channel brought in, largest first. */
export function leadsBySource(): SourceCount[] {
  const counts = new Map<Lead["source"], number>()
  for (const lead of db.leads.all()) counts.set(lead.source, (counts.get(lead.source) ?? 0) + 1)
  return [...counts.entries()]
    .map(([source, count]) => ({ source, count }))
    .sort((a, b) => b.count - a.count)
}

export type FollowUp = {
  id: string
  name: string
  company: string
  dueAt: Date
  /** Whole days from today to the due day; negative when it has slipped past. */
  daysUntil: number
  overdue: boolean
}

const utcDay = (at: number) => Math.floor(at / DAY)

/** Every lead whose next action falls inside the week, soonest first. */
export function followUps(): FollowUp[] {
  return db.leads
    .all()
    // Unset and null both mean no follow-up; only a Date is one to list.
    .filter((lead): lead is Lead & { nextActionAt: Date } => lead.nextActionAt instanceof Date)
    .filter((lead) => lead.nextActionAt.getTime() <= NOW + 7 * DAY)
    .sort((a, b) => a.nextActionAt.getTime() - b.nextActionAt.getTime())
    .map((lead) => ({
      id: lead.id,
      name: lead.name,
      company: lead.company,
      dueAt: lead.nextActionAt,
      daysUntil: utcDay(lead.nextActionAt.getTime()) - utcDay(NOW),
      overdue: lead.nextActionAt.getTime() < NOW,
    }))
}

export type PipelineStage = {
  stage: Exclude<Deal["stage"], "lost">
  count: number
  valueCents: number
  /** This stage's share of the pipeline's value, as a whole percent. */
  share: number
}

const PIPELINE: PipelineStage["stage"][] = ["lead", "qualified", "proposal", "negotiation", "won"]

/** The pipeline stage by stage, lost deals aside — they are not on it any more. */
export function pipeline(): PipelineStage[] {
  const deals = db.deals.all().filter((deal) => deal.stage !== "lost")
  const total = deals.reduce((sum, deal) => sum + deal.amountCents, 0)
  return PIPELINE.map((stage) => {
    const rows = deals.filter((deal) => deal.stage === stage)
    const valueCents = rows.reduce((sum, deal) => sum + deal.amountCents, 0)
    return {
      stage,
      count: rows.length,
      valueCents,
      share: total === 0 ? 0 : Math.round((valueCents / total) * 100),
    }
  })
}

/** One row of the leads table. */
export type LeadRow = Pick<
  Lead,
  "id" | "name" | "email" | "avatarUrl" | "company" | "source" | "status" | "valueCents" | "createdAt"
>

/** Every lead on the books; the table sorts and pages them itself. */
export function leadRows(): LeadRow[] {
  return db.leads
    .all()
    .map(({ id, name, email, company, source, status, valueCents, createdAt }) => ({
      id,
      name,
      email,
      company,
      source,
      status,
      valueCents,
      createdAt,
    }))
}

/** The line under the title: the quarter, and when the numbers were read. */
export function lastUpdated(): string {
  return `${QUARTER_LABEL} to date · synced ${formatDate(REFERENCE_DATE, "medium", { timeZone: "UTC" })}`
}

/** The bell's contents: the newest notifications, unread first in the panel. */
export function shellNotifications() {
  return db.notifications
    .all()
    .sort((a, b) => b.at.getTime() - a.at.getTime())
    .slice(0, 6)
    .map(({ id, title, description, at, read, href }) => ({ id, title, description, at, read, href }))
}

function ownerRow(): Member {
  return db.members.all().find((member) => member.role === "owner") ?? db.members.all()[0]
}

/** The person looking at the page: whoever owns this workspace. */
export function currentUser() {
  const owner = ownerRow()
  return { name: owner.name, email: owner.email, initials: getInitials(owner.name), avatarUrl: owner.avatarUrl }
}
app/crm/money.ts
/**
 * Whole dollars from minor units: a lead's value is an estimate, and cents
 * on it would be false precision. The one formatter both sides of the block
 * print with — `data.ts` for the figures the server page hands down, the
 * islands for the rows they draw — so it lives beside `data.ts` rather than
 * in the vocabulary, which is the browser's, and reaches `db` from neither.
 */
import { formatCurrency } from "@/lib/format"

export const money = (cents: number): string => formatCurrency(cents / 100, "USD", { maximumFractionDigits: 0 })
app/crm/actions.ts
"use server"

import { mockAuthAdapter } from "@/lib/auth-adapter"
import { db, type Result } from "@/lib/sample-data"

/**
 * What this page changes on its own. Server actions, so the page can stay a
 * server component and still hand its client islands something to call, and
 * `Result` so every caller reads one success-or-error shape. Converting a
 * lead is not here: the leads page does it too, so it is the dashboard's —
 * `convertLead` in `@/lib/dashboards/crm/actions`.
 */

export async function signOut(): Promise<Result<{ signedOut: true }>> {
  await mockAuthAdapter.signOut()
  return { ok: true, data: { signedOut: true } }
}

const notFound = (id: string): Result<never> => ({
  ok: false,
  error: { code: "not_found", message: `No lead with id "${id}".` },
})

/**
 * Ticks a follow-up off: the lead keeps its stage, and its next action is
 * written as `null` — the repository's `update` keeps `undefined` out of a
 * patch, so null is how the entity spells "done", and every reader of
 * `nextActionAt` takes it for no follow-up.
 */
export async function completeFollowUp(id: string): Promise<Result<{ id: string; name: string }>> {
  const lead = await db.leads.get(id)
  if (!lead) return notFound(id)
  if (!lead.nextActionAt) {
    return {
      ok: false,
      error: { code: "nothing_due", message: `${lead.name} has no follow-up to tick off.` },
    }
  }

  const updated = await db.leads.update(id, { nextActionAt: null })
  if (!updated.ok) return updated
  return { ok: true, data: { id, name: lead.name } }
}
app/crm/components/crm-stats.tsx
import { BriefcaseIcon, HandshakeIcon, UsersIcon } from "lucide-react"

import { ScoreRing } from "@/components/ui/score-ring"
import { StatCard } from "@/components/ui/stat-card"
import { StatCardGroup } from "@/components/ui/stat-card-group"

import { type CrmStat, type QuarterTarget } from "../data"

import { money } from "./crm-vocabulary"

// One icon per headline, keyed by the stat rather than its position, so the
// row can be reordered without the icons following the wrong numbers.
const ICONS: Record<CrmStat["key"], React.ReactNode> = {
  customers: <UsersIcon />,
  open: <BriefcaseIcon />,
  won: <HandshakeIcon />,
}

export type CrmStatsProps = { target: QuarterTarget; stats: CrmStat[] }

/**
 * The quarter's target and the three counted numbers beside it. No state, so
 * the tiles render on the server. The target tile puts the ring in the value
 * slot beside the target itself, and the caption says how much of it is won
 * and how much is still to go — the won figure's own tile is the last one.
 */
export function CrmStats({ target, stats }: CrmStatsProps) {
  return (
    <StatCardGroup data-widget="widget-crm-overview-crm-stats" columns={4}>
      <StatCard
        id="target"
        label="Quarter target"
        value={
          <div className="flex flex-wrap items-center gap-x-3 gap-y-1">
            <ScoreRing
              value={target.percent}
              max={100}
              size={56}
              strokeWidth={6}
              format={(value) => `${value}%`}
              aria-label="Quarter target reached"
            />
            <span className="text-xl sm:text-2xl">{money(target.targetCents)}</span>
          </div>
        }
        description={`${money(target.wonCents)} won · ${money(Math.max(0, target.targetCents - target.wonCents))} to go`}
      />
      {stats.map((stat) => (
        <StatCard
          key={stat.key}
          id={stat.key}
          label={stat.label}
          value={stat.value}
          delta={stat.delta}
          description={stat.description}
          icon={ICONS[stat.key]}
        />
      ))}
    </StatCardGroup>
  )
}
app/crm/components/crm-vocabulary.ts
import { type StatusVariant } from "@/components/ui/status-badge"

/**
 * The words this page puts on a source, a status and a stage. Vocabulary, not
 * data — it lives beside the islands that print it rather than in `data.ts`,
 * which reads `db` and must never reach the browser. The money formatter the
 * server page shares with the islands is `../money`, re-exported here so the
 * islands read every word they print from one place.
 */
export { money } from "../money"

export const SOURCE_LABELS: Record<string, string> = {
  website: "Website",
  referral: "Referral",
  ads: "Ads",
  social: "Social",
  event: "Event",
}

/** A funnel's own words are not status words, so every one of them is mapped. */
export const LEAD_STATUS_MAP: Record<string, StatusVariant> = {
  new: "info",
  contacted: "primary",
  qualified: "warning",
  won: "success",
  lost: "danger",
}

export const STAGE_LABELS: Record<string, string> = {
  lead: "Lead",
  qualified: "Qualified",
  proposal: "Proposal",
  negotiation: "Negotiation",
  won: "Closed won",
}
app/crm/components/follow-ups.tsx
"use client"

import * as React from "react"

import { Callout } from "@/components/ui/callout"
import { Checkbox } from "@/components/ui/checkbox"
import { PriorityBadge, type Priority } from "@/components/ui/priority-badge"
import { Widget } from "@/components/ui/widget"

import { completeFollowUp } from "../actions"
import { type FollowUp } from "../data"

/** How many rows the card shows before it counts the rest in its footer. */
const SHOWN = 6

const DUE_DAY = new Intl.DateTimeFormat("en-US", {
  weekday: "short",
  month: "short",
  day: "numeric",
  timeZone: "UTC",
})

/** A priority read off the days left: overdue or due by tomorrow is high, inside three days medium. */
function priorityOf(row: FollowUp): Extract<Priority, "high" | "medium" | "low"> {
  if (row.overdue || row.daysUntil <= 1) return "high"
  if (row.daysUntil <= 3) return "medium"
  return "low"
}

function dueText(row: FollowUp): string {
  if (row.overdue) return `Overdue · ${DUE_DAY.format(row.dueAt)}`
  if (row.daysUntil === 0) return "Due today"
  if (row.daysUntil === 1) return "Due tomorrow"
  return `Due ${DUE_DAY.format(row.dueAt)}`
}

export type FollowUpsProps = { rows: FollowUp[] }

/**
 * The week's follow-ups as a checklist. Ticking one writes through the server
 * and takes the row off the list; the name lands in a status line, because a
 * row that quietly vanished would not tell anyone what happened, and a refusal
 * gets its own alert rather than sharing that line.
 */
export function FollowUps({ rows }: FollowUpsProps) {
  const [list, setList] = React.useState(rows)
  const [notice, setNotice] = React.useState("")
  const [refusal, setRefusal] = React.useState("")

  const shown = list.slice(0, SHOWN)
  const rest = list.length - shown.length

  async function tick(row: FollowUp) {
    setRefusal("")
    setNotice("")
    const result = await completeFollowUp(row.id)
    if (!result.ok) return setRefusal(result.error.message)
    setList((current) => current.filter((entry) => entry.id !== row.id))
    setNotice(`Done — ${result.data.name} is off the list.`)
  }

  return (
    <Widget
      data-widget="widget-crm-overview-follow-ups"
      title="Follow-ups"
      description={`${list.length} due this week`}
      footer={rest > 0 ? `${rest} more this week` : undefined}
      className="h-full"
    >
      <div className="flex flex-col gap-2">
        {refusal ? (
          <Callout variant="danger" role="alert">
            {refusal}
          </Callout>
        ) : null}

        <ul data-slot="follow-ups" aria-label="Follow-ups due this week" className="flex flex-col">
          {shown.map((row) => (
            <li
              key={row.id}
              className="flex items-start gap-3 border-b py-2.5 first:pt-0 last:border-b-0 last:pb-0"
            >
              <Checkbox
                aria-label={`Mark ${row.name} done`}
                className="mt-0.5"
                onCheckedChange={(checked) => {
                  if (checked) void tick(row)
                }}
              />
              <div className="min-w-0 flex-1">
                <p className="truncate text-sm font-medium">{row.name}</p>
                <p className="truncate text-xs text-muted-foreground">
                  <span>{row.company}</span>
                  <span aria-hidden="true">{" · "}</span>
                  <span>{dueText(row)}</span>
                </p>
              </div>
              <PriorityBadge priority={priorityOf(row)} size="sm" className="mt-0.5" />
            </li>
          ))}
        </ul>
        {list.length === 0 ? (
          <p className="py-6 text-center text-sm text-muted-foreground">Nothing due this week.</p>
        ) : null}

        <p role="status" aria-live="polite" className="min-h-4 text-xs text-muted-foreground">
          {notice}
        </p>
      </div>
    </Widget>
  )
}
app/crm/components/leads-by-source.tsx
"use client"

import { cn } from "@/lib/utils"
import { formatNumber } from "@/lib/format"
import { DonutChart } from "@/components/ui/donut-chart"
import { CHART_BG, CHART_TOKENS } from "@/components/ui/percentage-bar"
import { Widget } from "@/components/ui/widget"

import { type SourceCount } from "../data"

import { SOURCE_LABELS } from "./crm-vocabulary"

export type LeadsBySourceProps = { sources: SourceCount[] }

/**
 * Where the funnel is fed from: a ring, and under it one count per channel.
 * The swatches take the palette in the same order the ring does, so the row
 * of counts is the ring's legend rather than a second reading of it. A client
 * island only because the ring is one and takes a formatter, which a server
 * component cannot hand across the boundary; the counts arrive computed.
 */
export function LeadsBySource({ sources }: LeadsBySourceProps) {
  const total = sources.reduce((sum, source) => sum + source.count, 0)

  return (
    <Widget data-widget="widget-crm-overview-leads-by-source" title="Leads by source" description="Where the funnel is fed from" className="h-full">
      <DonutChart
        data={sources.map((source) => ({ name: SOURCE_LABELS[source.source], value: source.count }))}
        height={220}
        innerRadius={66}
        centerLabel="Leads"
        centerValue={formatNumber(total)}
        valueFormatter={(value) => formatNumber(value)}
        showLegend={false}
      />
      <ul
        data-slot="source-counts"
        aria-label="Leads by source, counted"
        className="mt-3 grid grid-cols-5 gap-1"
      >
        {sources.map((source, index) => (
          <li key={source.source} className="flex min-w-0 flex-col items-center gap-0.5 text-center">
            <span
              aria-hidden="true"
              className={cn("size-2 rounded-full", CHART_BG[CHART_TOKENS[index % CHART_TOKENS.length]])}
            />
            <span className="truncate text-xs text-muted-foreground">{SOURCE_LABELS[source.source]}</span>
            <span className="text-base font-semibold tabular-nums">{formatNumber(source.count)}</span>
          </li>
        ))}
      </ul>
    </Widget>
  )
}
app/crm/components/leads-table.tsx
"use client"

import * as React from "react"
import { HandshakeIcon } from "lucide-react"

import { Badge } from "@/components/ui/badge"
import { Callout } from "@/components/ui/callout"
import {
  DataTable,
  DataTableColumnHeader,
  DataTableRowActions,
  type DataTableColumnDef,
  type DataTableFacet,
} from "@/components/ui/data-table"
import { StatusBadge } from "@/components/ui/status-badge"
import { DateCell, TruncateCell } from "@/components/ui/table-cells"
import { UserCell } from "@/components/ui/user-cell"
import { Widget } from "@/components/ui/widget"

import { convertLead } from "@/lib/dashboards/crm/actions"
import { type LeadRow } from "../data"

import { LEAD_STATUS_MAP, SOURCE_LABELS, money } from "./crm-vocabulary"

const SOURCE_FACET: DataTableFacet<LeadRow>[] = [
  {
    columnId: "source",
    title: "Source",
    options: Object.entries(SOURCE_LABELS).map(([value, label]) => ({ label, value })),
  },
]

export type LeadsTableProps = { rows: LeadRow[] }

/**
 * Every lead, newest first. The search box reads the name and the company
 * together, because those are the two things a rep remembers a lead by. The
 * one row action converts a lead through the server: the row's pill turns to
 * won and the status line names the deal that opened, while a refusal — a
 * lead already closed — gets its own alert above the table.
 */
export function LeadsTable({ rows }: LeadsTableProps) {
  // The title names the table too, so a screen reader announces it by name.
  const titleId = React.useId()
  const [leads, setLeads] = React.useState(rows)
  const [notice, setNotice] = React.useState("")
  const [refusal, setRefusal] = React.useState("")

  const convert = React.useCallback(async (row: LeadRow) => {
    setRefusal("")
    setNotice("")
    const result = await convertLead(row.id)
    if (!result.ok) return setRefusal(result.error.message)
    setLeads((current) =>
      current.map((lead) => (lead.id === row.id ? { ...lead, status: "won" } : lead))
    )
    setNotice(`Converted ${result.data.name}: ${result.data.dealName} is on the pipeline.`)
  }, [])

  const columns = React.useMemo<DataTableColumnDef<LeadRow>[]>(
    () => [
      {
        id: "lead",
        // Name and company in one accessor, so the search box matches either.
        accessorFn: (row) => `${row.name} ${row.company} ${row.email}`,
        header: ({ column }) => <DataTableColumnHeader column={column} title="Lead" />,
        cell: ({ row }) => <UserCell size="sm" name={row.original.name} email={row.original.email} src={row.original.avatarUrl} />,
        meta: { label: "Lead" },
      },
      {
        accessorKey: "company",
        header: ({ column }) => <DataTableColumnHeader column={column} title="Company" />,
        cell: ({ row }) => <TruncateCell maxWidth={180}>{row.original.company}</TruncateCell>,
        meta: { label: "Company" },
      },
      {
        accessorKey: "source",
        header: ({ column }) => <DataTableColumnHeader column={column} title="Source" />,
        cell: ({ row }) => <Badge variant="outline">{SOURCE_LABELS[row.original.source]}</Badge>,
        meta: { label: "Source" },
      },
      {
        accessorKey: "status",
        header: ({ column }) => <DataTableColumnHeader column={column} title="Status" />,
        cell: ({ row }) => <StatusBadge status={row.original.status} map={LEAD_STATUS_MAP} />,
        meta: { label: "Status" },
      },
      {
        accessorKey: "valueCents",
        header: ({ column }) => <DataTableColumnHeader column={column} title="Value" />,
        cell: ({ row }) => <span className="tabular-nums">{money(row.original.valueCents)}</span>,
        meta: { align: "right", label: "Value" },
      },
      {
        accessorKey: "createdAt",
        header: ({ column }) => <DataTableColumnHeader column={column} title="Created" />,
        cell: ({ row }) => <DateCell date={row.original.createdAt} className="text-muted-foreground" />,
        meta: { align: "right", label: "Created" },
      },
      {
        id: "actions",
        size: 44,
        enableSorting: false,
        enableHiding: false,
        cell: ({ row }) => (
          <DataTableRowActions
            label={`Open menu for ${row.original.name}`}
            actions={[
              { label: "Convert to deal", icon: <HandshakeIcon />, onSelect: () => void convert(row.original) },
            ]}
          />
        ),
      },
    ],
    [convert]
  )

  return (
    <Widget titleId={titleId} data-widget="widget-crm-overview-leads-table" title="Leads" description="Every lead on the books, newest first">
      <div className="flex flex-col gap-3">
        {refusal ? (
          <Callout variant="danger" role="alert">
            {refusal}
          </Callout>
        ) : null}
        <DataTable
          aria-labelledby={titleId}
          size="sm"
          columns={columns}
          data={leads}
          pageSize={8}
          searchKey="lead"
          searchPlaceholder="Search leads…"
          facets={SOURCE_FACET}
          enableRowSelection={false}
          getRowId={(lead) => lead.id}
          initialSorting={[{ id: "createdAt", desc: true }]}
        />
        <p role="status" aria-live="polite" className="min-h-4 text-xs text-muted-foreground">
          {notice}
        </p>
      </div>
    </Widget>
  )
}
app/crm/components/pipeline.tsx
import { cn } from "@/lib/utils"
import { formatNumber } from "@/lib/format"
import { CHART_BG, CHART_TOKENS, PercentageBar } from "@/components/ui/percentage-bar"
import { Progress } from "@/components/ui/progress"
import { Widget } from "@/components/ui/widget"

import { type PipelineStage } from "../data"

import { STAGE_LABELS, money } from "./crm-vocabulary"

export type PipelineProps = { stages: PipelineStage[] }

/**
 * The pipeline as one segmented bar and a row per stage. The bar and the rows
 * take the palette in the same order, so a segment can be read back to its
 * row by colour; the row says the count, the money and the share in words.
 */
export function Pipeline({ stages }: PipelineProps) {
  const deals = stages.reduce((sum, stage) => sum + stage.count, 0)

  return (
    <Widget
      data-widget="widget-crm-overview-pipeline"
      title="Pipeline"
      description="Every deal by stage, lost ones aside"
      footer={`${formatNumber(deals)} deals on the board`}
      className="h-full"
    >
      <PercentageBar
        segments={stages.map((stage) => ({ label: STAGE_LABELS[stage.stage], value: stage.valueCents }))}
        showLegend={false}
        aria-label="Pipeline value by stage"
      />
      <ul data-slot="pipeline-stages" className="mt-4 flex flex-col gap-3">
        {stages.map((stage, index) => (
          <li key={stage.stage} className="flex items-center gap-3">
            <span
              aria-hidden="true"
              className={cn("size-2 shrink-0 rounded-full", CHART_BG[CHART_TOKENS[index % CHART_TOKENS.length]])}
            />
            <div className="min-w-0 flex-1">
              <p className="truncate text-sm font-medium">{STAGE_LABELS[stage.stage]}</p>
              <p className="truncate text-xs text-muted-foreground">
                {`${formatNumber(stage.count)} deals · ${money(stage.valueCents)}`}
              </p>
            </div>
            <div className="flex w-24 shrink-0 items-center gap-2">
              <Progress
                value={stage.share}
                aria-label={`${STAGE_LABELS[stage.stage]} share of the pipeline`}
                className="min-w-0 flex-1"
              />
              <span className="w-9 shrink-0 text-right text-xs tabular-nums text-muted-foreground">
                {`${stage.share}%`}
              </span>
            </div>
          </li>
        ))}
      </ul>
    </Widget>
  )
}