| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Employees (hr) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 2371 |
| Technical Name |
crm_dashboard |
| License | OPL-1 |
| Website | https://www.cybrosys.com |
| Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
CRM Dashboard
This module brings a multipurpose graphical dashboard for CRM Module
Cybrosys Technologies
Overview
Get a quick visual reference over your customer related entities with CRM Dashboard. The module simply turns your data into insights, making the relationship management better and easier. In a single click, the dashboard turns your data into real-time insights like customized charts and reports- be it the Leads, Opportunities, Win/Loss Ratio, Generated Revenue or the Average Deal Size. The module brings forth a multipurpose graphical dashboard for your CRM module, envisioning a deeper and intuitive understanding of your customers and business operations.
Features
Provides all essential tools for delivering real-time information.
Enables employees to quick access their leads, pipeline and all other daily activities for analyzing their customer relations.
Provisions with different views for both employees and managers.
Enables graphical representation for almost all CRM related entities.
Screenshots
CRM Dashboard provides you with all essential
tools to deliver real-time information.
All the statistics like Leads,
Opportunities, Win/Lose Ratio,
Leads generated per period, Assigned/Unassigned Leads,
Generated revenue, Average deal size are displayed in
Statistics ribbon.
For Managers and Employees,
the Activity timeline and graphical representation of sales
via Channels,
Mediums,
Source and Campaign are displayed
Bar graph representing the customer
revenue for a period of time is displayed.
The Win/Loss line graph, along with
pending
activities of the employee are listed. The manager can view the
activities of all employees.
The list of recent customers and the
pipeline
overview are displayed along with sales leaderboard exclusively
for managers.
Our Services
Odoo Customization
Odoo Implementation
Odoo Integration
Odoo Support
Hire Odoo Developers
Our Industries
Trading
Easily procure and sell your products.
Manufacturing
Plan, track and schedule your operations.
Restaurant
Run your bar or restaurant methodical.
POS
Easy configuring and convivial selling.
E-commerce & Website
Mobile friendly, awe-inspiring product pages.
Hotel Management
An all-inclusive hotel management application.
Education
A Collaborative platform for educational management.
Service Management
Keep track of services and invoice accordingly.
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.
Please log in to comment on this module