Clickable Dashboard Card

With the CRM Dashboard feature being in the CRM Kit you will have the same functionalities of the module such as the Clickable Dashboard Card which will provide a complete insight on the CRM operations and will allow the user to navigate to the various sections of the CRM.

Commission Plan

The Commission Plan window can be accessed from the Configuration tab of the module and selected on the Commission Plan menu. Here all the Commission Plan details of the operation in respect to the functioning of the Odoo CRM will be depicted.

Commission Plan based on Product Category

The Commission Plan Creation window can be accessed from the Commission Plan window and while selecting the Type the Product Wise options can be selected. Further, the Product Categories with respect to the respective Product Category based Commission Plan can be defined.

Revenue-based Commission Plan: Straight Revenue Commission Plan

The second form of Commission Plan in the Odoo CRM Kit where the Sales Revenue and its percentage calculation will be provided as Commission to the Salesperson.
While Creating a Straight Revenue Commission plan the Commission type can be selected as Straight Commission. Further, the commission rate can be defined under the Straight Revenue Commission tab.

Revenue-based Commission Plan: Graduated Revenue Commission Plan

While Creating a Graduated Revenue Commission Plan the Commission type can be selected as Graduated Commission. Further, the commission rate can be defined under the Graduated Revenue Commission tab.

Assigning Commission Plan for Salesperson

In the CRM Kit under the respective Salesperson description tab, there will be a dedicated tab the Commission Plan where the respective Commission Plan with respect to the operation can be defined.

Assigning Commission Plan for Sales Team

In the CRM Kit under the respective sales team description tab, there will be a dedicated tab the Commission Plan where the respective Commission Plan with respect to the operation can be defined.

Print the Commission Plan Report in XLSX Format

The CRM Kit also holds an advanced operations feature where the Admins, as well as every User, can take the Print out of the Commission Plan Reports based on their need and for the period of operations that are required. The Reports can be generated in XLSX formats and can be saved based on the need. To take the printout of the Commission Plan Report you should go to the Reporting tab of the CRM KIt and further select the Commission Plan menu and select the Required entries and Click to Print XLS.

Year to Date Chart and Lead Analysis

A dedicated insight will be provided with the help of the Funnel Chart on the Leads with indications as New, Qualified, Proposition, and Won. The Donut graph based on the monthly Lead operation will provide a clear picture of the monthly Lead operations. Additionally, the Activity Donut graph will describe the activity analysis on the leads.

Set custom targets for Salesperson

For each of the individual Salespersons, you will be able to set dedicated Targets using the CRM Kit. This will ensure that the Salesperson is motivated to keep with the business. The Targets can be set under the Settings tab > User Settings > Below the access right tab.

Top deals and Monthly Goal Gauge.

The Top Deals listing will help the Salespersons to promote them easily without moving to the sales module. Moreover, the Top Deals can be listed out based on the custom ones which are being defined. The Monthly Goal Gauge will provide insight on the targets and the achievement rate of each of the Salesperson.

Upcoming Activities and Total Revenue

Activities and their effective management are the keys for the effective operation of the Customer Relationship Management operations of the company. With the CRM Kit, the user will have a dedicated Upcoming Activities tab which will provide the complete information in regards to the CRM operations of the business. This will ensure that the Salesperson is always planned for the scheduled Activities and will not disappoint the clients.
The Total Revenue by Salesperson donut chart will provide a complete insight on the Revenue achieved or Won, Lost and the Expected Revenue which will be achieved.

Dashboard View of the User

The Admin, as well as the User who has access to the CRM Kit, can function the various operations with it and each of the Users and the Admin have a separate CRM Dashboard based on the operational authorization. The Following screenshot depicts the User view of the CRM Dashboard. Here the information relating to the respective user and their operations will be only depicted and the ones which the respective User has authorization to can be modified.