Odoo
Community
Viindoo
Cloud
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.
Tip: Every
chart/table can be made clickable to open the exact CRM records
behind the number (drill-down).
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.
International Demo (EN) Click to open
live demo:
https://v17demo-int.viindoo.com
Vietnam Demo (VI) Click to open
live demo:
https://v17demo-vn.viindoo.com
Need help?
For
questions, implementation support, or custom features, please
contact Viindoo.
Pre-Sales & Partnership
Please include:
- Your Odoo/Viindoo version (CE/EE).
- 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.