Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
Lines of code | 11454 |
Technical Name |
sh_crm_dashboard |
License | OPL-1 |
Website | https://www.softhealer.com |
Versions | 12.0 13.0 14.0 15.0 16.0 17.0 |
A CRM dashboard is a type of graphical user interface that often provides at-a-glance views of key performance indicators relevant to a particular objective or business process of CRM. This module helps you to build your own CRM dashboard. You can modify the CRM dashboard as your requirement. The main aim of making this dashboard is multi-company if you have multiple companies so you can manage your all companies in one dashboard. This module provides shortcuts, counters, charts, tables. You can easily customize counters as per choice. Also, you can set charts of the CRM sales team, customer, etc. This dashboard provides a filter, so you can easily see data of any lead. In dashboard setting some checkboxes like 'LeadTable', 'My Updated Lead ', 'Top Lead Owner', 'Activity To Do', Activity Overdue', 'Activity Done' also you can set the limit of display record in the table.
Features
The main feature of this dashboard is Multi-Company. You can use this dashboard for your multiple companies at a time.
You can easily define particular CRM details in table form by using filters like.
- Filter for Sessions Record.
- Select Company: If you have more than one company so you need to select a company.
- Days Filter: In this filter select a day, which days record you want to see. There are different type of day filter like Today, Current Week, Previous Week, Current Month, Previous Month, Current Year, Previuos Year, Custome(Add Date as per your choice).
- Dashboard Setting.
- Activity Overdue:Here you can see the overdue activities.
- Activity To Do:This option shows a list of activity which need to do.
- Lead Table:This option shows only the lead table from your filter.
- My Updated Lead:This option show list of lead which is recently updated.
- Top Lead Owner:This option shows Top lead from your filter.
- Activity Done:This option shows done activity.
Easy to find the icon for menu using icon picker also you can search for the icon in the popup view of icon picker.
Easy to set menu with the icon.
Easy to customize a menu.
Easy to customize counters with icons.
You can set a different style of charts.
No special configuration required, install it, use it.
This module saves your important time.
It reduces human efforts.
This app is compatible with Odoo's Multi-Company Feature.
Version
- Initial Release.
Inside CRM, configuration click "Dashboard Settings".

Inside the dashboard, you can add multi-company, status(Lead, Opportunity & All), days filter(Today, Current Week, Previous Week, Current Month, Previous Month, Current Year, Previous Year & You can add a date as per your choice), menu items as many you want.

You can set an image of your choice for that menu in "Dashboard Image".

The "Dashboard" looks like this.

Multi-Languages
We have added predefined some languages(English, German / Deutsch, Arabic, Spanish / Español, French / Français, Chinese) in module, If you want to add other language you can contact us on support@softhealer.com. We use google translator tools for multi-languages so possible translations can be not accurate. we accept suggest to make more accurate translations also on support@softhealer.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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