Sales Dashboard (Community Edition)

by
Odoo

53.35

v 13.0 Third Party 12
Live Preview
Required Apps CRM (crm)
Sales (sale_management)
Invoicing (account)
Included Dependencies
Dashboard View (1189 lines of code)
Lines of code 1306
Technical Name sale_dashboard
LicenseOPL-1
Also available in version v 12.0
You bought this module and need support? Click here!
Required Apps CRM (crm)
Sales (sale_management)
Invoicing (account)
Included Dependencies
Dashboard View (1189 lines of code)
Lines of code 1306
Technical Name sale_dashboard
LicenseOPL-1
Also available in version v 12.0

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.

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.

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,
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Send Demo
by
Abdulrahman Mohammed
on 10/15/20, 7:35 AM

Hi,

Could you send me a demo for Odoo 13 Community on my email:

abdulrahmooon2009@gmail.com


Enterprise V12
by
Nelson Ramírez Sánchez
on 8/24/20, 7:35 PM

Hello Guys, do you have this for Enterprise Edition v12?

Re: Enterprise V12
by
Gritxi Consulting Services Pvt. Ltd
on 8/25/20, 11:30 AM Author

Hello Nelson,

No, not available for the Enterprise Edition v12.

Best regards,

Gritxi Support Team