What it does
Bring your CRM data to life with ready-to-use Spreadsheet dashboards.
Track pipeline health, lead sources, and salesperson activities - with drill-down to the underlying records.
Key Features
- Pipeline Dashboard
- Key KPIs for opportunities (current vs previous period)
- Top opportunities list for quick follow-up
- Top salespeople and top sales teams analysis
- Insights by country and won status
- Leads Dashboard
- Top countries, tags, sources, mediums, and campaigns
- Top lost reasons with revenue impact
- Clickable tables/pivots to open the exact CRM records behind each number
- Activities Dashboard
- Activity KPIs (won/pending, average days to convert, exceeded closing days, current vs previous)
- Leads touched trend by month and sales team
- Activities per salesperson, top sales teams, top customers, top lost reasons
- Recent activities list for daily execution
- Spreadsheet-friendly, interactive drill-down
- Built with Odoo Spreadsheet (pivot, charts, lists)
- Drill down directly to CRM views from the dashboard with one click
Editions Supported
- Community Edition
- Enterprise Edition
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
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Software. You may distribute
those modules under the license of your
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license
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the Odoo Proprietary License (For
example:
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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
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all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND,
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MERCHANTABILITY,
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