| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 2181 |
| Technical Name |
crm_pipeline_dashboard |
| License | OPL-1 |
| Versions | 13.0 12.0 14.0 |
CRM Pipeline Dashboard
Helps you to gain the insight that will drive improvement in future sales performance using charts, graphs, pivots, aggregated and formulated data
Warning
Enterprise users kindly visit CRM Pipeline Dashboard (Enterprise Edition) to purchase the app.
Note
This dashboard is built through Dashboard View (Community Edition) base module.
You will get this and below some ready-to-use dashboards FREE with purchase of Dashboard View (Community Edition) base module.
It can reveal whether or not your sales team will hit their monthly quotas. It can reveal how much revenue the business is forecasted to make over the next quarter. Most importantly, it can even reveal if there are enough incoming opportunities to keep business up and running.
If a sales pipeline is essential to business operations, then it's no surprise that maintaining one that is clean, full, and effective is crucial for success. That's why it's important to create visibility into your pipeline - to not only understand the status of sales efforts, but to help teams plan the right sales activities.
CRM Pipeline dashboard have the power to create this visibility and enabling sales reps to make better decisions and take action faster - it provides access to a wealth of customer and business information, all at your fingertips and allows you to organize this information in a meaningful way within 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:
- Monitor not only the performance of each individual sales reps but also the performance of the sales team and organization as well.- Monitor which regions are driving bookings, where opportunities are coming from, and what the average value of each purchase is.
- Customize charts and graphs or filter on data to promote accountability, define priorities, and improve forecasting.
- Track closing deals, win/loss ratios for day, week, month, quarter and year.
- Customize dashboard to display data in a variety of formats.
Data Visualization
Comparative Analysis
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
Sale CRM Pipeline Dashboard
Give visibility into the sum of orders and number of quotations linked to closed opportunities
Sales Dashboard
Provides visual representation of sales KPIs using graphs, pivots, aggregated and formulated data
eCommerce Dashboard
Provides top level view of web store performance using graphs, pivots, aggregated and formulated data
POS(Point of Sale) Dashboard
Provides a great top level view of your PoS store's sales 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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