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44.24

v 17.0 Third Party 2
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Discuss (mail)
Calendar (calendar)
Contacts (contacts)
Lines of code 13591
Technical Name dev_crm_dashboard
LicenseSee License tab
Websitehttp://www.devintellecs.com
Versions 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)
Discuss (mail)
Calendar (calendar)
Contacts (contacts)
Lines of code 13591
Technical Name dev_crm_dashboard
LicenseSee License tab
Websitehttp://www.devintellecs.com
Versions 14.0 15.0 16.0 17.0 18.0

CRM Dashboard

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CRM Dashboard Odoo app that provides a centralized view of all leads and pipelines in one location. The dashboard includes an upcoming activities notification panel and lists for easy access to activities, leads, and pipelines. Users can view, filter, and manage data with various filters such as user, customer, and date range, including custom date options. The dashboard also highlights key metrics, including Top Won Customers, Top Sales Team Pipelines, Top Expected Revenue, and more, with insights visualized through multiple chart types like column, pie, line, doughnut, area, scatter, and bar charts. Priority and top-value filters enable users to refine data by priority levels and customizable top counts, providing a powerful and organized tool for CRM management.

Community Enterprise Odoo.sh

Features

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  • Dashboard for centralizing access to all leads and pipelines in one location.
  • Upcoming activities notification panel.
  • Access All Activities as list on the dashboard.
  • View activity from list.
  • View document of the activity from list.
  • Access Lead as list on the dashboard.
  • View Lead from the list.
  • Access Pipeline as list on the dashboard.
  • View Lead from the list
  • View Pipeline from the list.
  • Here, you have access to a variety of simple yet effective data filtering options
    • Top Won Customer
    • Top Sale Team Pipeline
    • Top Expected Revenue
    • Top Lost Customers
    • Top Lead Low Priority
    • Top Pipeline Low Priority
  • All above are available in below charts:
    • Column Chart
    • Pie Chart
    • Line Chart
    • Doughnut Chart
    • Line Area Chart
    • Scatter Chart
    • Bar Chart
  • When using the Top Priority filter, consider the following
    • Low Priority
    • Medium Priority
    • High Priority
    • Very High Priority
  • In other filter, consider the following
    • Top 5
    • Top 10
    • Top 15
    • Top 20
    • Top 25
  • Filter overall records by:
    • User
    • Customer
    • Date
  • Date filters are:
    • Today
    • All
    • Yesterday
    • This Week
    • Last Seven Days
    • Last Week
    • This Month
    • This Year
  • You can also select custom date range for the date filter

Advanced CRM Dashboard

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Loan Management Workflow

Version 1.0 | Released on : 05th November 2024

Initial Release.
  • Is this app compatible with Odoo Enterprise?
    • Yes, our app works with Odoo Enterprise as well as Community.
  • If need of customization in this app, How can i contact ?
    • Please contact us on odoo@devintellecs.com
  • Do i get free support?
    • Yes, you will get free support for 90days.
  • Do i get free updates?
    • Yes, you will get free updates for lifetime.
  • Do i have to buy this module for each version ?
    • Yes, you have to buy this module for each version.

Support

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support
DevIntelle will provide FREE 90 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this app. This is applicable from the date of purchase.

Why Us?

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logo
DevIntelle Consulting Services Pvt Ltd is an Odoo service provider India/USA based consulting company with 12+ years of experience. We provide a wide range of services, including implementation, customization, migration, support, and training. Devintellecs experienced team of Odoo can help you get the most out of your Odoo ERP system and achieve your business goals.

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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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