| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 1068 |
| Technical Name |
jjro_pipeline_health |
| License | OPL-1 |
| Website | https://aski.dev |
| Versions | 16.0 17.0 18.0 19.0 |
Sales Pipeline Health & Forecast Cockpit
Not another CRM chart — a pipeline you can act on. Weighted forecast, win rate and sales cycle, plus the deals slipping away: stalled and past their close date, each with the next action. On one live cockpit. Optional AI. Bring your own API key.
Your forecast, your funnel, and the deals slipping away — on one screen, from your own CRM.
- Pretty charts, no priorities
- No weighted forecast, no cycle time
- You still hunt for the deals slipping away
- Weighted forecast + win rate + sales cycle
- Deals at risk surfaced: stalled & past close date
- The list to work today — and an AI read
It discovers your stages, teams and probabilities from standard CRM — nothing to map per instance.
Act in one click
This is not just a forecast. When a at-risk deal needs attention, hit Schedule and its next action lands as a native Odoo activity — assigned to the salesperson, dated and reversible. Or schedule every deal at risk at once.
The next action becomes a standard to-do on the at-risk deal — it shows in the salesperson's Activities and inbox. Nothing custom, nothing to learn.
Schedule a single deal from its row, or handle them all in one go with Schedule all.
Each activity is created for the right salesperson and due on the deadline you set in configuration.
It is a standard Odoo activity — mark it done, reschedule or delete it anytime. You confirm before anything is created.
Forecast, spot the risk, act
Open pipeline and the weighted forecast by each deal's probability, plus win rate and average cycle.
Open deals stalled beyond your threshold or past their close date — surfaced automatically.
The list to work today, one click to the opportunity, and an AI read of the top action.
The deals slipping away
Every open opportunity that is stalled or past its close date, with the owner, the value and how long it has been stuck — the exact list to work now. One click opens the opportunity.
The funnel, open and weighted
Open value and probability-weighted value by stage — the shape of your pipeline and where the forecast really sits.
Your pipeline, at a glance
Open pipeline, weighted forecast, open deals, win rate and the deals at risk — plus the funnel, so the whole picture is one screen.
AI pipeline read — optional, your own key
Add your own Anthropic Claude or OpenAI key and get a short read of the pipeline and the top action to protect the forecast, in your language. The module calls the provider directly from your Odoo: no data goes through a third party, and you control the model and the cost. The AI never posts or changes anything. Works standalone or with the author's AI Engine app — one key for the whole suite.
Set it up once
Choose the company, an optional sales team, how many days makes a deal "stalled", and the window for win rate and cycle time. Add your AI key if you want it — or let the shared AI Engine handle it.
Features
- Act in one click — schedule the next action as a native Odoo activity on the at-risk deal, or on all of them at once. Reversible from each record.
- Weighted forecast — open pipeline and the forecast weighted by each deal's probability.
- Win rate & sales cycle — how many you close and how long it takes, over your window.
- Deals at risk — open opportunities stalled beyond your threshold or past their close date, with the owner and how long they have been stuck.
- The funnel — open value and weighted value by stage.
- One click to the opportunity — from the at-risk list straight to the CRM record.
- Live cockpit — forecast, win rate, cycle time, the funnel and the at-risk deals; not a static chart.
- Daily automatic refresh — a scheduled job keeps the numbers current; recompute on demand anytime.
- AI pipeline read (optional) — Anthropic Claude or OpenAI, your own key; the read and the top action, in your language. Encrypted at rest.
- Works on any Odoo — it discovers your stages, teams and probabilities from standard CRM. Community and Enterprise.
- Multilingual — English, Spanish, French, German, Italian and Portuguese (BR).
Perfect for sales managers and sales ops who need a real forecast and the deals to work — not just another chart.
Keywords: sales pipeline, pipeline health, weighted forecast, sales forecast, win rate, sales cycle, deals at risk, stalled deals, CRM dashboard, funnel, sales ops, opportunity management, Claude, GPT, OpenAI, Anthropic.
Permissions & data security
Built to respect Odoo's access model — audited so nothing leaks between users or companies.
- 🏢 Multi-company isolation. Every record and setting is tagged to its company; a user only ever sees the data of the companies they are allowed into. Cross-company access is impossible — verified.
- 🔑 AI key encrypted & admin-only. Your provider key is stored encrypted at rest (Fernet / AES) — the plaintext is never saved — and is readable or editable only by a system administrator.
- 👤 Role-based access. The app respects Odoo's access groups — there is no portal or public exposure. Everything computes on your standard data through the app's own service, so no restricted field is ever surfaced.
- ✅ Secure by design — multi-company isolation; AI key encrypted at rest and admin-only. Audited across the whole suite.
Requires the CRM app. Works with Odoo Community and Enterprise.
More from the author: Aski — ask your Odoo in natural language by chat or voice, and get real figures from your phone. https://aski.dev
Questions, or want a quick personalized demo? Email me at jhonrojas.dev@gmail.com — I am happy to answer questions or set up a short demo.
Support: jhonrojas.dev@gmail.com · License: OPL-1
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 1068 |
| Technical Name |
jjro_pipeline_health |
| License | OPL-1 |
| Website | https://aski.dev |
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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