| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 859 |
| Technical Name |
wt_crm_dashboard |
| License | OPL-1 |
| Website | https://way4tech.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 859 |
| Technical Name |
wt_crm_dashboard |
| License | OPL-1 |
| Website | https://way4tech.com |
WT CRM Analytics Dashboard
Enterprise CRM Analytics for Odoo 18 — 9 KPI cards, pipeline charts, lead source analysis, sales rep performance & period comparison.
Live Dashboard Preview
This is the actual dashboard — exactly what you see after installation.
Getting Started
Up and running in minutes.
Install Module
Install WT CRM Analytics Dashboard from Apps. Only CRM and Web are required — no extra dependencies.
Open Dashboard
From the Odoo home screen click CRM Analytics. The dashboard loads instantly with live data from your full CRM pipeline.
Apply Filters
Use the top-bar filter strip to select a period, then optionally narrow by Salesperson and Pipeline Stage. Click Refresh to reload all data.
Explore Tabs
Switch between tabs: Overview (pipeline funnel, lead trend), Financial (revenue by stage, won/lost ratio), Sources (lead origin breakdown), Reps (salesperson league table) and Comparison (period vs period).
Module Features
Everything you need to understand your crm performance — all in one place.
9 Live KPI Cards
Pipeline Value, New Leads, Won Opportunities, Lost Ratio, Expected Revenue, Activities Due, Avg Deal Size, Conversion Rate and Open Opportunities — all with period-over-period change indicators.
Pipeline Funnel Chart
Visual funnel showing lead volume and value at every stage — New, Qualified, Proposition, Won. Identify where deals stall and where to focus sales effort.
Salesperson Performance
Top-performing reps ranked by won revenue, conversion rate and deal count. Identify your best closers and spot under-performance early.
Smart Filters
Filter by Today, Last 7 Days, This Month, This Quarter, This Year or a custom date range. Stack with Salesperson and Stage filters for precise pipeline drilldowns.
Period Comparison
Compare current period pipeline value, won deals, new leads and conversion rate against the equivalent previous period with side-by-side charts and delta indicators.
Lead Source Analysis
Break down your pipeline by lead source — website, email, phone, partner — to see which channels deliver the highest quality opportunities.
Activity Tracking
See overdue activities, upcoming follow-ups and meetings at a glance. Never let a hot lead go cold due to missed follow-up.
Won & Lost Analysis
Understand your win/loss ratio by stage, salesperson and time period. Drill into lost reasons to improve your sales process.
Fully Responsive
Works on desktop, tablet and mobile. KPI cards reflow from 3 columns to 2 to 1, tabs collapse and all charts resize fluidly.
How to Use — Step by Step
A complete guide to getting the most out of your crm analytics.
Install the Module
Go to Apps, search for WT CRM Analytics Dashboard and click Install. Only CRM and Web are required — all dependencies install automatically.
Open the Dashboard
From the Odoo home screen click the CRM Analytics app tile. The dashboard opens instantly, loading all KPIs, charts and data for the default period (Today). Access is restricted to users with the CRM / Manager or Salesperson role.
Set Your Filters
Use the top-bar filter strip to select a period, then optionally narrow by Salesperson and Pipeline Stage. Click Refresh to reload all data.
Explore the Tabs
Switch between tabs: Overview (pipeline funnel, lead trend), Financial (revenue by stage, won/lost ratio), Sources (lead origin breakdown), Reps (salesperson league table) and Comparison (period vs period).
Technical Information
| Odoo Version | 18.0 |
| License | OPL-1 — One-time purchase, no subscription, no recurring fees |
| Dependencies | crm, web |
| Frontend Framework | Odoo OWL 3 — no jQuery, no external runtime |
| Chart Library | Chart.js 4.4 (CDN) |
| Author | Waqas Riasat |
| Support | waqasriasatjutt@gmail.com |
| Phone / WhatsApp | +92 315 411 4748 |
Our Services
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Get Help
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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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