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
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used
(executed, modified, executed after modifications) if you have
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Software (see the
COPYRIGHT file).
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example:
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licenses similar to this one).
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Software or modified copies of the Software.
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