ICA Contacts Dashboard

Contacts Dashboard

Understand customer value across Sales and Point of Sale

Contacts Dashboard combines customer activity from confirmed Sales Orders and completed Point of Sale orders. Discover valuable customers, revenue trends, popular products, and the performance of your contact segments.

Available from the Odoo App Menu

KPIs and Flexible Filters

Customer-Centered Analytics

Review total revenue, active customers, order volume, and average order value, then explore the customers and products behind those results.

Sales and POS Together

Compare Sales Order and Point of Sale revenue in a single workspace while retaining the ability to focus on either source.

Revenue Trends and Source Analysis

Customer, Product, Tag, and Order Details

Main Features

• Total revenue, source revenue, total orders, active customers, and average order value.
• Revenue trend visualization with automatic day, week, or month grouping.
• Sales versus Point of Sale revenue comparison.
• Top customer and top product rankings with expandable results.
• Revenue and customer analysis by contact tag.
• Recent-order list with direct links to related records.
• Filters for source, company, responsible user, POS shop, customer, tag, and date.
• Timezone-aware date ranges and multi-company currency safeguards.

Contact Tag Analysis

Use existing contact tags as customer segments and compare their customer counts, order counts, and revenue contribution.

Secure Access

A dedicated Contacts Dashboard privilege controls menu and service access. Sales and POS information is included only when the user can read the corresponding source model.

How to Use

1. Install the module and grant users the Contacts Dashboard privilege.
2. Open Contacts > Dashboard.
3. Select the required companies, sources, customer segments, and period.
4. Explore KPIs, charts, rankings, tag analysis, and recent transactions.

Compatibility

Odoo 19.0 with Contacts, Sales, Point of Sale, and Spreadsheet Dashboard.