| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Project (project) • Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 219 |
| Technical Name |
customer_360_dashboard |
| License | See License tab |
| Website | http://www.probuse.com |
| Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Project (project) • Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 219 |
| Technical Name |
customer_360_dashboard |
| License | See License tab |
| Website | http://www.probuse.com |
| Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Comprehensive Customer 360 Dashboard
Customer Insights Dashboard for Odoo
Odoo Customer Overview Dashboard
This module integrates a Customer 360° Dashboard within the Sales application, providing a comprehensive view of customer data, interactions, and insights for better decision-making.
Main Features:
- Comprehensive Customer Dashboard: Provides a centralized view of customer details, including image, name, address, and email.
- Sales Overview: A dedicated Sales button allows users to access and review customer-specific sales orders.
- Meeting Management: The Meetings button provides quick access to all scheduled and past meetings related to the customer.
- CRM Opportunities: The Opportunities button displays the customer's CRM pipeline and potential deals.
- Invoice Tracking: The Invoices button enables users to view and manage customer invoices efficiently.
- Analytical Insights: The Analytics button provides key customer-related analytical data for informed decision-making.
- Payment History: The Payments button displays all recorded payments made by the customer.
- Task Management: The Tasks button allows users to track and manage customer-related tasks.
- Project Overview: The Projects button gives access to all projects associated with the customer.
- For more details, watch the video and check the screenshots below.
Menus Available:
- Sales
- Dashboard
- Customer 360 Dashboard
- Dashboard
Edition Compatibility:
Enterprise Odoo.sh Community
Customer Dashboard (Under Sales)
Customer Dashboard - Menu Overview
Click on "Meetings" to view the customers scheduled meetings.
List view representation of customer meetings.
Click the "Opportunities" button to see all opportunities linked to the customer.
List view representation of customer opportunities.
Click the "Sales" button to see all sales orders linked to the customer.
List view representation of customer sales orders.
Click the "Invoices" button to see all invoices linked to the customer.
List view representation of customer invoices.
Click the "Tasks" button to see all tasks linked to the customer.
List view representation of customer tasks.
Click the "Projects" button to see all projects linked to the customer.
List view representation of customer projects.
Click the "Analytics" button to see detailed analytics for the customer.
List view representation of customer analytics accounts.
Click the "Payments" button to see all payments linked to the customer.
List view representation of customer payments.
Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.
If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.
Our Services
Odoo Implementation
Odoo Support
Odoo Customization
Odoo Migration
Odoo Training
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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