| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 1639 |
| Technical Name |
mindscript_crm_dashboard |
| License | OPL-1 |
| Website | https://www.mindscriptech.com/ |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 1639 |
| Technical Name |
mindscript_crm_dashboard |
| License | OPL-1 |
| Website | https://www.mindscriptech.com/ |
| Versions | 18.0 19.0 |
CRM Dashboard
Turn your CRM into a single interactive control room. Track 9 live KPI cards with period-over-period trends, explore 10 charts from pipeline funnel to revenue forecast, and read at-a-glance leaderboard and closing-soon tables. Every panel is drag-and-drop and freely resizable, with your layout saved in the browser. A pure analytics layer over the standard CRM app, with no new models.
What this module does
A complete sales-intelligence screen built on top of the data your CRM already holds. Filter the period, team, salesperson and lead type, then read every metric, chart and table update together in real time.
Nine KPIs at a glance
Every headline number with an automatic period-over-period trend, so you always see where sales are heading, not just where they stand today.
Everything in the dashboard
Charts, tables and filters that cover the full sales story, from first lead to closed deal.
How it works
Install the module, open the CRM app, and your dashboard is ready. No configuration and no new data to set up.
- Install the module. Only the standard CRM app is required.
- Open the CRM app and pick the Dashboard menu item.
- Choose a date range and optional Team, Salesperson and Lead Type filters. All KPIs, charts and tables refresh together.
- Drag and drop panels to reorder them, or resize any panel to fit how you work.
- Your layout is saved to the browser, so it stays the way you arranged it on your next visit.
Screenshots
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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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