CRM Analytics Dashboards
by Viindoo
| Lines of Code | 1150 |
| Technical name | viin_spreadsheet_dashboard_crm |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/18.0/viin_spreadsheet_dashboard_crm |
| Read description for | v 17.0 |
| Required Apps | CRM (crm) Discuss (mail) Calendar (calendar) Contacts (contacts) |
| Included Dependencies | Viin Map View Viin CRM Viin Cohort View |
CRM Analytics Dashboards for Odoo CE
Ready-to-use CRM dashboards in Odoo Spreadsheet: Pipeline, Leads, and Activities. Track pipeline health, lead sources, and salesperson execution - with drill-down to the underlying CRM records.
Designed for sales managers who want answers fast: what is moving, what is stuck, who is active, and which sources actually convert.
Key Features
Three dashboards, built on Odoo Spreadsheet, ready for daily sales management and weekly pipeline reviews. Use them as-is or clone and adapt to your process.
Pipeline Dashboard
Monitor pipeline stages, expected closing, top opportunities, and performance by salesperson/team/country - all in one view.
Leads Dashboard
See what generates leads and revenue: top countries, tags, sources, mediums, campaigns, and lost reasons - with revenue impact.
Activities Dashboard
Measure execution: activities by month/type, recent activities list, touched leads trend, and activity distribution by salesperson/team.
One-click Drill-down
Open CRM records directly from charts, pivots, and lists. No more guessing "what is behind this number".
Trends & Comparisons
Track month-over-month movement and compare current vs previous period to spot improvements and regressions early.
Clone & Customize
Clone dashboards, tweak pivots/charts, add your own KPIs, and keep the original as a baseline template.
Pipeline Dashboard
- Pipeline stages and expected closing trend.
- 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 pivot tables to open CRM records behind each number.
Activities Dashboard
- Activities KPIs and conversions.
- Leads touched trend by month and sales team.
- Activities by salesperson/team/country/customer.
- Recent activities list for daily execution.
Drill-down to CRM Records
- Click charts/pivots/lists to open CRM views instantly.
- Turn dashboard reviews into action during meetings.
- Reduce manual exports and ad-hoc spreadsheets.
Try the CRM Dashboards
Use our live demo databases to explore the dashboards with real CRM sample data.
Need help?
For questions, implementation support, or custom features, please contact Viindoo.
Pre-Sales & Partnership
Please include:
- Your Odoo/Viindoo version (Odoo CE / Viindoo Editions).
- Estimated users, key processes to control.
- Other Viindoo/Odoo modules in scope.
Technical Support
When reporting an issue, please provide:
- Order number or app reference.
- Odoo/Viindoo version & edition.
- Steps to reproduce and screenshots/logs.
Changes log
- 0.1 - Initial Release: Pipeline, Leads, Activities dashboards and drill-down navigation.
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.
