Skip to Content

CRM Dashboard

by
Odoo 7
v 17.0 Third Party 21 7238
Download for v 17.0 Deploy on Odoo.sh
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Sales (sale_management)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
• Invoicing (account)
Lines of code 24946
Technical Name crm_dashboard
LicenseAGPL-3
Websitehttps://www.cybrosys.com
Versions 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Sales (sale_management)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
• Invoicing (account)
Lines of code 24946
Technical Name crm_dashboard
LicenseAGPL-3
Websitehttps://www.cybrosys.com
Versions 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0
Community
Enterprise
Odoo.sh

CRM Dashboard

Detailed Dashboard View for CRM.

Key Highlights

Dashboard view for CRM module

Different Types of Reports in the Form of Graphs

Dedicated Views for Users and Admins.

Top deals and Monthly revenue goals.

Clickable Dashboard Cards

You can click on the respective Cards which will direct the users to the respective information and aspects of the CRM operations with Odoo.

Target, Lead and Activity analysis

A dedicated Funnel Chart provides you with complete insight into the Leads which are in operation.

Set up Individual user targets

A dedicated Listing of Top Deals and the Monthly Goal Gauge motivates users.

Upcoming Activities and Total Revenue.

Top Salespersons as well as Top Country Revenues.

Lost Analysis, Recent Activities, and Top Salesperson.

Dashboard View of the User.

  • Activity monitoring.
  • Year to Date bar graphTarget Field in User Settings.
  • Top deals and Monthly revenue goals.
  • The users will have different authorization based on the employment level.
Version 17.0.1.0.0|Released on:28th Dec 2023

Initial Commit for CRM Dashboard.

Related Products

Our Services

service-icon

Odoo Customization

service-icon

Odoo Implementation

service-icon

Odoo Support

service-icon

Hire Odoo Developer

service-icon

Odoo Integration

service-icon

Odoo Migration

service-icon

Odoo Consultancy

service-icon

Odoo Implementation

service-icon

Odoo Licensing Consultancy

Our Industries

Trading

Easily procure and sell your products

POS

Easy configuration and convivial experience

Education

A platform for educational management

Manufacturing

Plan, track and schedule your operations

E-commerce & Website

Mobile friendly, awe-inspiring product pages

Service Management

Keep track of services and invoice

Restaurant

Run your bar or restaurant methodically

Hotel Management

An all-inclusive hotel management application

Support

Need Help?

Got questions or need help? Get in touch.

odoo@cybrosys.com
WhatsApp

Say hi to us on WhatsApp!

+91 99456767686

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author, please use the developer contact information. They can usually be found in the description.
Please choose a rating from 1 to 5 for this module.
by
Bui The Do
on 10/10/24, 1:08 PM


by
musa
on 5/4/24, 7:41 AM 
/crm_dashboard/models/crm_lead.py", line 400, in 
    country_wise_ratio = [[won[0], won[1], str(round(won[1] / next(
ZeroDivisionError: division by zero



Re:
by
Cybrosys Technologies
on 5/30/24, 6:33 AM Author

Hello, Thanks for reporting. We have updated the app.

by
musa
on 5/4/24, 7:39 AM

When the dashboard is loaded I got this error


crm_dashboard/models/crm_lead.py", line 377, in get_total_lost_crm str(int(rec['date_part'])), "%m") KeyError: 'date_part'