CRM Lead Dashboard (Enterprise Edition)

by
Odoo

11.83

v 13.0 Third Party
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Required Apps CRM (crm)
Technical Name crm_lead_dashboard_enterprise
LicenseOPL-1
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Required Apps CRM (crm)
Technical Name crm_lead_dashboard_enterprise
LicenseOPL-1

Note

This module extend crm_enterprise enterprise module by adding four additional aggregate fields:

- To know total number of unique countries, customers, sales teams and sales persons linked to leads.


CRM Lead Dashboard

Monitor business performance using charts, graphs, pivots, aggregated and formulated data

User can gain a deeper understanding of business. Monitor performance of the marketing compaigns, salesteams, sales persons etc. 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).

User'll also be able to:

- Customize charts and graphs or filter on data to analyze the sales performance.
- Customize dashboard to display data in a variety of formats.
- Monitor lead progress by stage, mediums and sales performance including prorated and expected revenue for the week, month, quarter and year.
- Monitor how your sales persons and teams are performing.

Data Visualization

It provide a user, manager, or administrator with a quick overview of data related to number of leads, avg. expected revenues, avg. prorated revenues, avg. probability and more.

Comparative Analysis

It also provides access to compare current data with previous time range so management can focus on the analysis and decisions to drive their business performance.

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
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