$ 52.10
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Calendar (calendar) • Contacts (contacts) |
Lines of code | 1248 |
Technical Name |
ak_crm_dashboard |
License | OPL-1 |
Website | http://www.aktivsoftware.com |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Calendar (calendar) • Contacts (contacts) |
Lines of code | 1248 |
Technical Name |
ak_crm_dashboard |
License | OPL-1 |
Website | http://www.aktivsoftware.com |
Enterprise
Community
Odoo.Sh
Self Hosted
CRM Dashboard
Customised home page for CRM
Overview
This odoo apps will help you to view a summary of CRM Leads, Opportunities and Activities using this Dashboard.
Features
View Opportunity with Pie chart, or Bar graph or any other viewing option.
View Opportunity with Pie chart, or Bar graph or any other viewing option.
View & Filter activities for logged in user
Default available filter's for charts like Open opportunity/lead, Overdue open opportunity/leads, Opportunities/Leads created in last 6 month.
Custom Tiles can be added.
Map chart to show opportunities and leads on Google Map.
Setup & Configuration
Prerequisites
-
Required Apps
- CRM
- Discuss
- Partners Geolocation
-
Other
Google maps geo localization key to geoLocalize the leads/opportunities for Map chart.
Visit Geocoding API for more information.
Setup Geocoding API
https://bit.ly/42xQIit
Configuration
No Configurations are required.
Screenshots
Users can view their Opportunities, Leads and Activities
Main Dashboard View: Contains graphs of leads &
opportunities and also showes activities assigned to user.
Users can filter charts and see an overview of activities upon clicking them.
Configure some additional properties of the dashboard from Settings.
User who has rights to settings can enable Auto
refresh and Geo location chart.
User needs to configure 'Geolocalization key' in general settings to enable
geolocation charts.
Geo Location Chart: Upon clicking on the marks user can see whether it's a lead or opportunity, probability and the city of the mark.
Custom Tiles: The 'Add' button in the right corner allows the user to create custom tiles for the dashboard.
Custom Tiles: The custom tiles will appear in
the top of the dashboard as below.
User can click on the tiles and redirect to their respective records.
Custom Tiles: From the 'Dashboard Tiles' menu the user can edit and delete the tiles created by him/herself.
Suggested Apps
Our Services
Odoo Consulting
Odoo Customization
Odoo Implementation
Odoo Integration
Odoo Migration
Odoo Support
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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