| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 1467 |
| Technical Name |
sale_dashboard |
| License | OPL-1 |
| Versions | 12.0 13.0 14.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 1467 |
| Technical Name |
sale_dashboard |
| License | OPL-1 |
| Versions | 12.0 13.0 14.0 |
Sales Dashboard
Provides users with an instant visual representation of their sales KPIs using charts, graphs, pivots, aggregated and formulated data
A sales dashboard is a great tool to stay on top of your relevant sales KPIs and monitor them in one central place. It helps you to reach your planned sales goals through detailed analyses of your sales performance, sales cycle length and sales funnel.
It provides the perfect overview of the progress of the sales team by focusing on sales growth for a specified period of time (i.e. for last 7 days / 30 days / 365 days, today, this week / month / quarter / year, yesterday and last week / month / quarter / year).
You can gain an insight into how this sort of real-time sales monitoring can augment your operational management and improve your profit margins.
- How are sales going this day, week, month, quarter and year.
- Identify where the sales process is most effective and where it needs the most help.
- Customize charts and graphs or filter on data to analyze the sales performance.
- Are sales activities meeting business goals?
- Which products, campaigns, sales teams, sources and mediums are bringing the most business for the day, week, month, quarter and year?
- Track the top revenue generating customers, regions, sales teams and sales reps.
- Customize dashboard to display data in a variety of formats.
It provides the perfect overview of the progress of the sales team by focusing on sales growth for a specified period of time (i.e. for last 7 days / 30 days / 365 days, today, this week / month / quarter / year, yesterday and last week / month / quarter / year).
You can gain an insight into how this sort of real-time sales monitoring can augment your operational management and improve your profit margins.
User'll also be able to:
-Comprehensively review each sales rep's / sales team's performance and understand their progress relative to their peers.- How are sales going this day, week, month, quarter and year.
- Identify where the sales process is most effective and where it needs the most help.
- Customize charts and graphs or filter on data to analyze the sales performance.
- Are sales activities meeting business goals?
- Which products, campaigns, sales teams, sources and mediums are bringing the most business for the day, week, month, quarter and year?
- Track the top revenue generating customers, regions, sales teams and sales reps.
- Customize dashboard to display data in a variety of formats.
Data Visualization
It provide a quick overview of data related to avg. orders, avg. ordered qty, avg. delivered qty, avg. invoiced qty, number of customers, number of sold products, avg. days to confirm orders, and more.
Comparative Analysis
It also provides access to compare current data with previous time range to quickly summarize sales performance so executives can get the important facts about their business at a glance.
Interactive Ready-to-use Business Dashboards
When it comes to improving on specific business goals, Gritxi's got you covered.
Browse our ready-to-use dashboards designed to help you achieve and optimize your key business objectives
CRM Lead Dashboard
Monitor business performance using charts, graphs, pivots, aggregated and formulated data
CRM Pipeline Dashboard
Helps you to gain in the future sales performance using graphs, pivots, aggregated and formulated data
Sale CRM Pipeline Dashboard
Give visibility into the sum of orders and number of quotations linked to closed opportunities
eCommerce Dashboard
Provides top level view of web store performance using graphs, pivots, aggregated and formulated data
Warehouse Dashboard
To increase operational efficiency of warehouse, get a analytics snapshot using graphs and aggregated data
Warehouse Accounting Dashboard
Provide insights into managing inventory and accounting for it through graphs and aggregated data
Contact / Support
Need help or want extra features?
Need help with the configuration or want this module to have more functionalities? Contact us through e-mail at contact@gritxi.com
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.
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Hi, what's the difference between this and native odoo12?I remember this interface was native
Re:
Hi Terry, In Native Odoo 13, dashaboards are only available in the enterprise version where we have developed dashboards for the community version. Gritxi Team
Version 11
Hello. Don't you have this module in Odoo 11 CE? Thank you.
Re: Version 11
No, not available for the moment.