Pipeline, revenue and win rate, live on one dashboard.
Pre-built, role-based CRM dashboards for Sales Managers, Sales Reps and Revenue Operations, with drill-down analytics, KPI targets and one-click export — ready the moment the app is installed.
Odoo's native CRM reporting forces sales managers to bounce between the pipeline kanban, list filters and separate pivot views just to answer one question: how is the sales org doing right now? Assembling that picture manually eats time every morning, and most add-on dashboards on the market just repackage the same built-in views with no pre-built templates and no drill-down.
CRM Dashboard installs with ready-to-use, role-based dashboards for Sales Managers, Sales Reps and Revenue Operations, each pre-loaded with the KPIs, pipeline stages, revenue trend and leaderboards that role actually needs. Every tile, chart and table drills straight down to the underlying leads, deals and customers, and one click exports the whole view to PDF or Excel.
Everything a sales dashboard should do
Every capability below is implemented in the module.
Pre-built role-based dashboards
Ready-made dashboards for Sales Manager, Sales Rep and Revenue Operations roles appear the moment the app is installed — no configuration, no setup wizard.
KPI tiles with targets and alerts
Configurable KPI tiles track open pipeline, won revenue, invoiced amount and lead count, with optional targets and threshold flags that surface when a metric is off track.
Pipeline and revenue-trend charts
Pipeline-by-stage breakdowns and a six-month revenue trend give managers the shape of the business without opening a separate report.
Win/loss and lost-reasons analysis
A live win-rate donut and a lost-reasons breakdown show not just how much is won, but why deals are lost, so teams can act on the pattern.
Leaderboard and top customers
A sales leaderboard ranks reps by pipeline and won revenue, and a top-customers table surfaces the accounts driving the business.
Recent activity feed
A chronological activity feed keeps momentum visible, so users see what happened today, not just cumulative totals.
Click-through drill-down
Every KPI tile, chart segment and table row drills straight down to the underlying leads, opportunities or customers behind it — analyse, then act, without leaving the dashboard.
One-click PDF and Excel export
Export any dashboard to a polished PDF report or an Excel workbook in a single click, ready for a meeting or a follow-up email.
Dark/light theme, saved per user
Each user can toggle between dark and light themes and personalise their period and KPI set — the dashboard remembers their setup on every visit.
How it works
Install the app
CRM Dashboard installs on top of your existing CRM and Sales data — no data migration, no separate setup.
Open your dashboard
Sales Managers, Reps and Revenue Operations each land on a pre-built dashboard scoped to their role, populated with real KPIs immediately.
Drill into the numbers
Click any KPI tile, chart segment or table row to jump straight to the leads, deals or customers behind it.
Export and share
Export the dashboard to PDF or Excel with one click to bring it into a meeting or send to a colleague.
See it in action
Pre-built dashboards, configuration and export — all captured from a live install.
The Sales Manager Overview dashboard in dark theme — KPI tiles with targets, pipeline-by-stage, six-month revenue trend, win/loss donut, lost reasons, leaderboard, top customers and a recent activity feed, all on one screen.
The same dashboard in light theme — each user's theme and layout preference is saved automatically.
Clicking a KPI tile drills straight down to the filtered list of leads behind it — every widget is clickable, not just decorative.
Manage every configured dashboard from a kanban view showing role, KPI count and owner at a glance.
Switch to a list view to scan and filter dashboards by role, owner or template.
Configure a dashboard's KPI tiles, targets and layout directly from its form, then open or personalize it in one click.
The one-click PDF export renders KPIs, pipeline and leaderboard tables into a meeting-ready report.
Frequently asked
Which Odoo versions does CRM Dashboard support?
CRM Dashboard is available for Odoo 17.0, 18.0 and 19.0, on both Community and Enterprise editions.
Do I need to configure anything before I see data?
No. The app ships with pre-built dashboard templates for Sales Manager, Sales Rep and Revenue Operations roles, populated from your existing CRM and Sales data the moment it is installed.
Can I customize the dashboards and KPIs?
Yes. Add, edit or remove KPI tiles, set targets and threshold alerts, and personalise the theme, period and layout per user — on top of the ready-made templates.
What data does the dashboard use?
CRM Dashboard reads directly from your CRM leads, opportunities and Sales orders — pipeline, revenue, win/loss, lost reasons, top customers and rep activity all reflect the live system of record.
Get in Touch
Have questions or need customization? Every purchase includes 30 days of free support — we are here to help.
Visit Our Website
www.cerevantix.comExplore our apps, services, and portfolio.
Empowering growth through technology.
Install-and-use, role-based CRM dashboards with pipeline, revenue trend, win/loss, lost-reasons, top-customer and leaderboard analytics — every widget drills down to the underlying records, with one-click PDF and Excel export.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 1277 |
| Technical Name |
cerevantix_crm_dashboard |
| License | OPL-1 |
| Website | https://cerevantix.com |
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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