v 14.0 Third Party 18 403
Download for v 14.0 Deploy on Odoo.sh
Required Apps CRM (crm)
Sales (sale_management)
Invoicing (account)
Lines of code 11082
Technical Name crm_dashboard
LicenseLGPL-3
Websitehttps://www.cybrosys.com
Also available in version v 11.0 v 12.0
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Required Apps CRM (crm)
Sales (sale_management)
Invoicing (account)
Lines of code 11082
Technical Name crm_dashboard
LicenseLGPL-3
Websitehttps://www.cybrosys.com
Also available in version v 11.0 v 12.0
Community
Enterprise

CRM Dashboard

Detailed Dashboard View for CRM.

Overview


The CRM Dashboard module helps you to see the Overview of the CRM module and its functioning, moreover, the CRM Dashboard helps you to know the overview of the CRM beautifully. Here you can see all details related to CRM module operations such as Leads, Opportunities, Expected, and Total Revenue. Furthermore, we can view the different types of reports in the form of graphs according to the values and operations of CRM.

Features


Different views for user and admin.

Upcoming and recent activities.

Year to date bar graph and target field in user settings.

Lost reason analysis.

View Top deals and monthly goal.

Clickable Dashboard Cards.

Screenshots


The Clickable Dashboard Card Helps with the Analysis of Records.

Funnel chart and Year to Date chart helps to understand the target. Also have the pie chart for lead Analysis by month and activity.

User Target for Year to Date.
Target: Settings>User Settings>Below the access right tab.

Top Deals is listed and the Monthly goal gauge is helping to achieve the goals.

Upcoming activities and Total revenue by salesperson.

Sales person and country wise revenue and the country wise count of opportunities in Heatmap.

Lost analysis graph, Recent activities and Top sales person by invoice

Dashboard View for User.

Suggested Products


Our Services


Odoo Customization
Odoo Implementation
Odoo Support
Hire Odoo Developer
Odoo Integration
Odoo Migration
Odoo Consultancy
Odoo Implementation
Odoo Licensing Consultancy

Our Industries


Trading

Easily procure and sell your products

POS

Easy configuration and convivial experience

Education

A platform for educational management

Manufacturing

Plan, track and schedule your operations

E-commerce & Website

Mobile friendly, awe-inspiring product pages

Service Management

Keep track of services and invoice

Restaurant

Run your bar or restaurant methodically

Hotel Management

An all-inclusive hotel management application

Need Help?


+91 86068 27707

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Hi Is the module available for odoo Version 15
by
ICT Team
on 11/12/21, 4:02 AM