| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 7286 |
| Technical Name |
ssc_crm_kpis |
| License | OPL-1 |
| Website | https://shilalg.blogspot.com |
| Versions | 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 7286 |
| Technical Name |
ssc_crm_kpis |
| License | OPL-1 |
| Website | https://shilalg.blogspot.com |
| Versions | 17.0 18.0 |
What This Module Offers
🚀 A powerful dashboard for CRM managers and decision-makers. Gain real-time insights and make data-driven decisions by comparing campaigns, sales teams, and more.
General CRM KPIs
Monitor leads, opportunities, conversion rates, and revenue in real time.
Compare Two Years
View yearly trends side-by-side in line or bar chart formats.
Compare Salespersons
Evaluate performance metrics like won/lost opportunities per salesperson.
Compare Sales Teams
Compare KPIs like revenue and success rate between CRM teams.
Compare Campaigns
Track which campaigns generate the most quality leads and opportunities.
Export as XLS / PDF / PNG
Download data or charts for reporting and presentations instantly.
How it Works
➊ Add CRM KPIs Dashboard Permissions to the user
➋ Go to CRM / Dashboard
➌ Choose Dashboard Mode:
- General Mode: Analyze leads, opportunities, and CRM data across all time.
- Comparison Mode: Compare between years, salespersons, sales teams, and campaigns.
➍ Each mode has its own charts, cards, and filters
➎ Option to export data as XLS and PDF
✅ General Mode
✅ Years Comparison Mode
✅ Sales Persons Comparison Mode
✅ Sales Teams Comparison Mode
✅ Campaigns Comparison Mode
Compatible With
🧩 Odoo Community & Enterprise
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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