| 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 | http://evozard.com/ |
| Versions | 15.0 16.0 17.0 18.0 19.0 |
Predictive Sales Dashboard
AI-powered CRM lead scoring with predictive revenue forecasting, grade classification, and smart action recommendations for your sales team.
This app is suited for
Sales Managers & Team Leaders
CRM & Business Development Teams
Sales Representatives & Account Executives
Revenue Forecasting & Operations Analysts
Key Features
Predictive Lead Scoring (0–100)
Automatically calculates a qualification score for every opportunity based on filled CRM fields, activity recency, and configurable scoring parameters.
Lead Grade Classification (A / B / C / D)
Classifies leads into four grades — Highly Qualified (75–100), Qualified (50–74), Low Qualified (25–49), and Unqualified (0–24) — for instant priority identification.
Total Revenue vs. Predicted Revenue
Shows Total Revenue (sum of all expected revenues) alongside Predicted Revenue (score-weighted revenue) so management can compare pipeline value versus realistic forecast.
Lead Grade Distribution Chart
Interactive pie chart displaying the proportion of leads in each grade category, giving an instant visual snapshot of your pipeline health.
Weekly & Monthly Revenue Trend
Multi-line trend chart with Total Revenue, Predicted Revenue, and Lead Count plotted across 8 weeks or 12 months — switchable with a single click.
Smart Email Recommendations
Automatically surfaces high-grade leads that haven't received an email in 3+ days or have never been contacted, with the reason clearly shown.
Smart Call Recommendations
Lists top-scoring leads with no phone call activity scheduled, helping your team prioritise outreach before opportunities go cold.
Date Range & Salesperson Filters
Filter the entire dashboard by custom date range and individual salesperson to drill down into specific team member or period performance.
Predictive Lead Analysis Dashboard with Filters
Navigate to CRM → Predictive Lead Dashboard.
Use the Date From and Date To date pickers and the All Salespersons dropdown to filter the entire dashboard. Click Apply Filters to refresh all KPIs, charts, and recommendation tables instantly.
KPI Summary Cards — Revenue & Lead Grade Counts
The top section displays four key metrics at a glance:
- Total Revenue — Sum of Expected Revenue across all filtered opportunities.
- Predicted Revenue — Score-weighted revenue: Expected Revenue × (Score / 100), giving a realistic forecast.
- Highly Qualified (A) — Count of leads with score 75–100.
- Qualified (B) — Count of leads with score 50–74.
- Low Qualified (C) — Count of leads with score 25–49.
- Unqualified (D) — Count of leads with score 0–24.
Revenue Comparison Bar Chart
A side-by-side bar chart comparing Total Revenue (blue) and Predicted Revenue (green) for the selected period. The gap between the two bars immediately reveals how much of your pipeline is at risk — helping managers make data-driven decisions on where to focus the team.
Lead Grade Distribution Pie Chart
An interactive pie chart breaking the pipeline into the four grade categories (A, B, C, D) with colour-coded legend. This visual gives sales managers a single-glance view of overall pipeline quality and helps identify if the team is spending time on low-value leads.
Revenue Trend Chart — Weekly & Monthly Toggle
A three-line trend chart plotting Total Revenue, Predicted Revenue, and Lead Count over time. Toggle between Weekly (last 8 weeks) and Monthly (last 12 months) view with a single button click. Use this to spot seasonality, identify revenue dips, and track forecasting accuracy over time.
Email Recommendations Table
Displays the top 10 high-grade leads that need an email follow-up. Each row shows the Lead Name, Email, Grade, Score, Revenue, Salesperson, Last Email date, and a clear Reason (e.g., No email in last 3 days or Never contacted). This table ensures no high-value opportunity is left without communication.
Call Recommendations Table
Lists the top 10 high-grade leads with no phone call activity scheduled. Columns include Lead Name, Phone, Grade, Score, Revenue, Salesperson, and Reason (always No call scheduled). Helps the sales team prioritise outbound calls to the most valuable opportunities before they go cold.
Configurable Scoring Fields in Settings
Administrators can customise which CRM fields contribute to the lead score via Configuration → Settings. By default the score is computed from fields such as Partner Name, Email, Phone, Expected Revenue, Deadline, Priority, Source, Stage, and Activities. Each field contributes an equal point weight. Leads not updated in 7+ days lose 5 points; leads idle for 30+ days lose 10 points — keeping the score reflective of engagement.
Full Predictive Lead Analysis Dashboard
Complete view of the dashboard showing date/salesperson filters, all KPI cards, Revenue Comparison chart, Lead Grade Distribution pie, Revenue Trend chart, and both action recommendation tables.
KPI Summary — Total Revenue, Predicted Revenue & Lead Grade Counts
The top KPI section showing Total Revenue (257,700), Predicted Revenue (227,490), and grade-wise lead counts: Highly Qualified (13), Qualified (2), Low Qualified (0), Unqualified (0).
Revenue Comparison Bar Chart
Side-by-side bar chart comparing Total Revenue (blue) against Predicted Revenue (green), showing the realistic weighted forecast versus the full pipeline value.
Lead Grade Distribution Pie Chart
Pie chart showing the proportion of leads in each grade: A - Highly Qualified (green), B - Qualified (blue), C - Low Qualified (orange), D - Unqualified (grey).
Revenue Trend Chart — Weekly View
Multi-line trend chart showing Total Revenue, Predicted Revenue, and Lead Count across the last 8 weeks. The Weekly / Monthly toggle button lets users switch the time granularity instantly.
Revenue Trend Chart — Monthly View
Multi-line trend chart showing Total Revenue, Predicted Revenue, and Lead Count across the last 8 weeks. The Weekly / Monthly toggle button lets users switch the time granularity instantly.
Email Recommendations Table
Top 10 high-grade leads prioritised for email follow-up. Displays Lead Name, Email, Grade badge, Score, Revenue, Salesperson, Last Email date, and the reason for recommendation (Never contacted / No email in last 3 days).
Call Recommendations Table
Top 10 high-grade leads that have no phone call activity scheduled. Displays Lead Name, Phone, Grade badge, Score, Revenue, Salesperson, and Reason (No call scheduled).
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.
Please contact us on Skype.
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.
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.
No. You do not need to install any extra libraries. The module bundles Chart.js for rendering and uses only standard Odoo framework components.
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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