Sales Dashboard (Community Edition)

by
Odoo

163.72

v 14.0 Third Party 19
Live Preview
Required Apps CRM (crm)
Sales (sale_management)
Invoicing (account)
Included Dependencies
Lines of code 2234
Technical Name sale_dashboard
LicenseOPL-1
Also available in version v 12.0 v 13.0
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Required Apps CRM (crm)
Sales (sale_management)
Invoicing (account)
Included Dependencies
Lines of code 2234
Technical Name sale_dashboard
LicenseOPL-1
Also available in version v 12.0 v 13.0

Sales Dashboard

Provides users with an instant visual representation of their sales KPIs using charts, graphs, pivots, aggregated and formulated data

Warning

Enterprise users kindly visit Sales 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.

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.

Sale dashboard

Analyze your sales

Through how many average sales orders are generating and how are average sales going daily, weekly, monthly, quarterly and yearly

Analyze your sales

Insight into sales performance

By tracking how much average sales for this day, week, month, quarter and year

Insight into sales performance

Dynamic Data Visualisation

Allows managers to access and interpret data in real-time

Dynamic data visualisation

Sales by Top Sales Teams

Comprehensively review each sales team's performance and understand their progress relative to their peers.

Sales by top sales teams
Sales by top salespersons

Sales by Top Salespersons

Comprehensively review each sales representative's performance and understand their progress relative to their peers.

Sales by Top 10 Customers

Track the top revenue generating customers

Sales by top customers

Sales by Last 30 Days

Know the best selling day and track day wise total sales in last 30 days

Sales by last 30 days

Sales by Last 5 Weeks

Know the total sales of last 5 weeks.

Sales by last 5 weeks
Sales by last 12 months

Sales by Last 12 Months

Know the total sales of last 12 months.

Sales by Last 4 Quarters

Know the total sales of last 4 quarters.

Sales by last 4 quarters
Sales by last 5 years

Sales by Last 5 Years

Know the total sales of last 5 years.

Quick Overview about

Which product is bringing the most business for this day, week, month, quarter and year

Quick overview about product sales performance

Sales by Top 10 Best Selling Products

Know the all time best selling product and track top revenue generating products

Sales by top best selling products

Sales by Top 10 Lowest Selling Products

Know the all time lowest selling product and identify the lowest revenue generating products

Sales by top lowest selling products

Helps you to identify

Which product category is bringing the most business for this day, week, month, quarter and year

Helps you to identify product category sales performance

Sales by Top 5 Best Selling Product Categories

Track the top revenue generating product categories.

Sales by top best selling product categories
Sales by top lowest selling product categories

Sales by Top 5 Lowest Selling Product Categories

Identify the lowest revenue generating product categories.

Dig deeper into

Which campaigns, sources and mediums are bringing the most business

Dig deeper into sales by marketing compaigns

Enables you to

Track the top revenue generating regions

Sales by regions

Number of Orders by Order Status

Know the total orders by different order status.

Number of orders by order status
Number of orders by invoice status

Number of Orders by Invoice Status

Know the total orders by different invoice status.

FREE Interactive Ready-to-use Business Dashboards

When it comes to improving on specific business goals, Gritxi's got you covered.
Browse our FREE ready-to-use dashboards designed to help you achieve and optimize your key business objectives

Dashboards for Community Edition

Dashboards for Enterprise Edition

Contact / Support

Need help or want extra features?

Gritxi Consulting Service Pvt. Ltd
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
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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).
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