| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 4266 |
| Technical Name |
crm_kpi_dashboard |
| License | LGPL-3 |
| Website | https://7span.com |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 4266 |
| Technical Name |
crm_kpi_dashboard |
| License | LGPL-3 |
| Website | https://7span.com |
| Versions | 18.0 19.0 |
Why Choose Our CRM Dashboard?
Unlock business growth with just a glance!
Tired of guessing where your customers or sales stand?
Turn complex data into simple decisions track, analyze, and win more deals, all in one place!
Key Features
Quotation vs Sales Order Tracking
Compare your quotes with actual sales orders in real-time. Track which quotations convert to orders, identify conversion rates, and optimize your sales process. Monitor pipeline health from proposal to closed deal.
Opportunity Pipeline Analysis
Visualize all your sales opportunities at different stages. See deals moving from proposal to qualified to won status. Track deal progress and identify bottlenecks in your sales process instantly.
Revenue by Source Insights
Know where your opportunities come from. Track revenue generated from existing clients, referrals, LinkedIn, website, and other channels. Focus your efforts on the most profitable sources.
Geography Wise Revenue Dashboard
Monitor sales performance across different countries and regions. Identify which markets are performing well and which need more attention. Make data-driven decisions about market expansion.
Sales Person Performance Monitor
Track individual sales team member performance with average deal size and revenue targets. Compare performance across your team, reward top performers, and identify training opportunities for others.
Opportunities by Tag Analytics
Organize and analyze opportunities using custom tags. See revenue potential by tags, track specific opportunity types, and manage campaigns or product lines separately.
Top 7 Customers Report
Identify your most valuable customers and their contribution to revenue. Understand your top customers' average deal size. Focus retention efforts on your key accounts.
Lost Opportunities Analysis
Learn why deals are lost with detailed reason tracking. Identify common objections like budget constraints, internal alignment, or unrealistic expectations. Use insights to improve win rates and refine sales strategies.
Benefits
Track sales, deals, and customer details in one place. Easily spot top customers and new business opportunities. See revenue by country and identify key markets to grow. Know why deals are lost and get insights for improvement. Simple charts and user-friendly design for everyone, no technical skills needed.
Our Featured Service that We Provide
Sales tracking and customer analysis. Market and revenue insights. Lost opportunity reporting. Sales performance monitoring. Tag-based business analysis.
Contact Us
We're here to help.
Reach out anytime.
Address: 201, Isquare Corporate Park, Science City Rd, Ahmedabad
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