Predictive Sales Dashboard: AI Lead Scoring & Forecasting
Odoo 19 • AI Lead Scoring • Revenue Forecast
AI-powered CRM lead scoring with predictive revenue forecasting, grade classification, and smart action recommendations for your sales team.
Optimize Sales Focus & Forecast Revenue Realistically
Automatically calculate predictive lead qualification scores, classify opportunities by grade (A/B/C/D), compare total vs. weighted expected revenue, and follow action recommendations based on lead engagement.
Key Highlights
Predictive Lead Scoring
Automatically calculate a qualification score (0-100) for every opportunity based on CRM data freshness and filled fields.
Lead Grade Classification
Classify opportunities into four distinct grades (A / B / C / D) to instantly identify high-priority leads.
Total vs. Predicted Revenue
Compare nominal pipeline expected value with score-weighted revenue to make realistic revenue forecasts.
Dynamic Chart Analytics
Visualize pipeline health with grade distribution pie charts, trend lines, and revenue comparison bars.
Smart Action Recommendations
Display prioritised lists of hot leads that lack email contact or have no calls scheduled.
Advanced Filtering & Config
Filter dashboard by date range or salesperson, and configure custom scoring criteria in settings.
1. Interactive Analytics & KPI Dashboard
Dashboard Overview & Filters
Full Dashboard View - Configured with date filters and salesperson filter options
KPI Summary Cards
KPI Summary Cards - Expected revenue, realistic prediction, and counts for grades A, B, C, D
Revenue Comparison Bar Chart
Revenue Chart - Total vs. Predicted Revenue values
Lead Grade Distribution Pie Chart
Pie Chart - Percentage distribution of pipeline grades
Revenue Trend Chart - Weekly View
Weekly Trend View - Multi-line analytics trend tracker
Revenue Trend Chart - Monthly View
Monthly Trend View - High level seasonal performance metrics
2. Action Recommendations & Scoring Setup
Email Follow-Up Recommendations
Outreach Actions - Priority table showing recommended leads for email campaigns
Call Outreach Recommendations
Outreach Actions - Recommended leads for calls
Configurable Scoring Settings
Scoring Settings - Pick CRM database fields and set up score weight parameters
Our Features
Predictive Lead Scoring (0-100)
Lead Grade Classification (A/B/C/D)
Total vs. Predicted Revenue Charts
Lead Grade Distribution Pie Chart
Weekly & Monthly Revenue Trends
Smart Email Follow-up Suggestions
Smart Call Outreach Recommendations
Date Range & Salesperson Filters
Configurable Scoring Fields & Rules
Frequent Questions
Is this app compatible with Odoo Enterprise as well as Community?
Yes, the app works perfectly well with Odoo Enterprise (On-premise and Odoo.SH) as well as Community. Odoo Online (Cloud) does not allow installation of third-party apps and hence this app cannot be installed on Odoo Online.
Need some customization in this app, whom to contact?
Please contact us on Skype (evozard.consulting) or Email at evozard@gmail.com.
How is the Predictive Score calculated?
The score (0–100) is computed by checking which configured CRM fields are filled in for a lead. Each filled field contributes an equal share of 100 points. Additionally, leads not updated in 7+ days lose 5 points, and leads idle for 30+ days lose 10 points to keep scores reflective of engagement freshness.
Can I change which fields are used for scoring?
Yes. Go to Configuration → Settings and look for the Predictive Scoring configuration section. You can add or remove CRM fields that should contribute to the score. Changes apply immediately to all computed scores across your pipeline.
Do we need to install any additional libraries on the server?
No. You do not need to install any extra libraries. The module bundles Chart.js for rendering and uses only standard Odoo framework components.
This Application is Suitable For
Accessing the Dashboard
The Predictive Sales Dashboard module runs out-of-the-box. Access it directly from your Odoo CRM dashboard menu:
<menuitem
id="menu_predictive_dashboard"
name="Predictive Lead Dashboard"
parent="crm.crm_menu_root"
action="action_predictive_dashboard"/>
Installation Steps:
- Download the module and place it in your Odoo addons folder
- Verify dependencies: crm, web
- Update App list (Settings → Apps → Update App List)
- Install Predictive Sales Dashboard
- Access the workspace from the CRM menu item **Predictive Lead Dashboard**
Developer Friendly:
- Ready-to-use client action view out-of-the-box
- Bundled local Chart.js library for rich UI rendering
- No complex backend model overrides needed
- Clean, modular code structure with dedicated assets
- Fully integrated with standard Odoo crm.lead models
Technical Specifications
Security & Data Integrity
Overview
This module enhances standard CRM operations by introducing a configurable, AI-driven predictive lead scoring system and interactive analytics dashboard. Sales teams and managers can evaluate pipeline quality, compare nominal and weighted revenue, identify high-priority leads, and receive smart email/call action recommendations without context switching.
Why Use This Module?
Support & Contact
Need help? Our team is ready to assist you.
- Website: http://evozard.com/
- Email: evozard@gmail.com
- Documentation: Included in the module
Compatible: Odoo 19 • Community & Enterprise • Odoo.sh
© 2026 EVOZARD • All Rights Reserved
Predictive Sales Dashboard
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 895 |
| Technical Name |
evo_predictive_sales_dashboard |
| License | OPL-1 |
| Website | https://evozard.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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