CRM Pipeline Dashboard gives Odoo CRM the rich, actionable analytics it does not ship with. It records every stage change a lead makes into its own history log, the per-stage transitions standard Odoo does not keep, and backfills your existing leads on install. From that it computes genuine velocity: time in each stage, deal aging buckets, average sales cycle and a sales-velocity figure.

Six sections, pipeline overview, velocity, win and loss, source and campaign ROI, team performance and forecast, present thirteen charts and a band of headline KPIs. A global filter bar re-queries everything at once by period, team, salesperson, stage, source and grade. Every KPI, chart bar and row is clickable and opens the exact list of leads behind it, and that list always reconciles with the number. Sales targets drive a quota-attainment gauge, and because every figure is read under the current user's access rights, a rep sees only their own pipeline while a manager sees the whole team.

Pipeline Overview

Start with the headline KPI band, open value, weighted forecast, expected MRR, win rate and lead-to-opportunity, alongside the stage funnel and open deals by age.

Sales Velocity

See the time deals spend in each stage, the won deal size distribution, and the sales velocity per day next to the average sales cycle.

Win and Loss

Track win and loss rates, the monthly won-versus-lost trend, and the loss reasons that explain why deals slip away.

Source and Campaign ROI

Compare won value by source and by campaign, and read activities by type and state, so you know which channels and efforts pay off.

Team Performance

Rank the team with a salesperson leaderboard, see the per-team breakdown, and view the pipeline split by lead grade.

Forecast and Targets

See the weighted forecast by expected close month, your top open deals and top accounts, and quota attainment against target.

Global Filter Bar

Set period, team, salesperson, stage, source and grade once, and every section re-queries together so the whole dashboard stays in sync.

Drill-Down to the Leads

Click any KPI to open the exact filtered leads behind the number, and watch the count reconcile so the figure is never a black box.

Sales Targets

Define quotas per salesperson or team, and those targets drive the attainment gauge so progress is always measured against a goal.

Standard Odoo only keeps the date of the last stage change, not the full history. CRM Pipeline Dashboard records every stage transition into its own log, so it can show real time in stage, stage-to-stage conversion and sales velocity. Existing leads are backfilled on install so you have data from day one.

Six sections: pipeline overview with headline KPIs and a stage funnel, velocity and deal aging, win and loss with loss reasons, source and campaign ROI, a team leaderboard, and a weighted forecast with quota attainment. Thirteen charts in all, plus rotting-deal and overdue-activity views.

Yes. Every KPI, chart bar and table row is clickable and opens the exact filtered list of leads behind it, and the count always reconciles with the figure shown. The dashboard is built so the numbers are never a black box you cannot verify.

A global filter bar re-queries every section at once by period (month, quarter, year or a custom date range), team, salesperson, stage, source and lead grade, so you can focus on one rep, one team or one campaign and every chart updates together.

No. Every figure is computed under the user's own record access, so a salesperson sees only their pipeline while a manager sees the whole team. Sales-target configuration is read centrally, but the achieved numbers still respect who can see which leads.

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