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crm_dashboard_smart

by
Odoo

3.00

v 17.0 Third Party 1
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 1174
Technical Name crm_dashboard_smart
LicenseOPL-1
Websitehttps://gosmart.eg
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 1174
Technical Name crm_dashboard_smart
LicenseOPL-1
Websitehttps://gosmart.eg

CRM Smart Dashboard

A visually enhanced CRM dashboard for Odoo 17 that gives you real-time insights into your sales team performance, pipeline health, and lead metrics — all in a single, interactive interface.

Main Features:

  • Modern dark/light mode UI with smooth layout
  • Real-time data display for leads, opportunities, revenue, and conversion rate
  • Compare performance between two salespersons instantly
  • Analyze lost opportunities and reasons visually
  • Identify top-performing salespeople with colorful pie charts
  • Instant data updates without page refresh
  • Powered by Chart.js for clean and responsive charts

Feature Highlights:

Smart CRM Overview

This main dashboard displays a real-time overview of your sales KPIs including total leads, open opportunities, expected revenue, conversion rate, and more. The layout supports both light and dark modes for a comfortable viewing experience.

Main Dashboard

Sales Team Performance Comparison

A powerful tool to compare sales performance between any two salespeople using real-time data. Easily analyze metrics such as leads, conversion rate, expected revenue, and actual revenue — and highlight the best performer automatically.

Salesperson Comparison

Lost Opportunity Analysis

Visual breakdown of the most common reasons why opportunities were lost — whether due to pricing, lack of resources, or other constraints. Helps managers focus on real sales blockers.

Lost Reasons Breakdown

Get All Leads Of Every Salse Perosn

This feature provides a complete breakdown of leads assigned to each salesperson in your CRM. It allows managers and team leaders to monitor the workload and performance distribution across the sales team.

Sales Team Pie Chart
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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