Up to 60% OFF with Recurring Discounts on Premium Upgrades & Whitelabel Flex Up to 60% OFF on Premium Upgrade & Whitelabel 03: 00: 00: 00 Claim

#2720-Add Table, Kanban & Dashboard Views to Subscribers

lakshit ukani
CONSIDERED
#1
lakshit ukani

 lakshit ukani

Problem

The Subscribers page shows contacts as a card list with a detail panel. That works for viewing one contact at a time, but not as a CRM:

  • No table view. You can’t see many subscribers side by side with their data in columns.
  • Columns can’t be changed. You can’t add, hide or reorder fields. Custom fields only show up when you open one contact.
  • No pipeline view. There’s no way to see which stage each lead is in, or to move leads between stages.
  • No CRM summary. The stat cards cover messaging, not the pipeline or conversions.

Business impact: Many buyers are looking for a CRM, not just a WhatsApp tool. Right now this page looks like a contact list, so we lose deals to tools that show a real pipeline.


Proposed Solution

Add a view switcher to the Subscribers page: List (current) · Table · Kanban · Dashboard. The current filters, search and bulk actions apply in every view.

1. Table View

  • Columns for standard fields and all custom fields
  • Add, hide, reorder, resize and sort columns
  • Edit cells inline (labels, agent, stage, custom fields)
  • Saved views you can share with the team (e.g. “Hot Leads – This Week”)

2. Kanban View

  • Columns are pipeline stages, and you can set them up
  • Drag a card to another column to change the lead’s stage
  • Cards show name, phone, agent, labels and last message
  • Lead count on each column

3. Dashboard View

  • Leads by stage, conversion rates and new leads over time
  • Agent performance and lead sources
  • Date range filter

4. Keep All Current Features

Export/Import, filters, bulk actions, custom fields, and the detail panel (open it by clicking a contact in any view).


Acceptance Criteria
  • Users can switch views without reloading the page
  • Table columns can be added, hidden, reordered and sorted, and the setup is saved per user
  • Dragging a Kanban card updates the lead’s stage
  • The Dashboard reflects the active filters and date range
  • All existing features work the same in every view


Priority: High. This lets us sell the platform as a WhatsApp-native CRM using data it already holds.