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  1. APPS
  2. Contacts
  3. Partner 360° Overview v 19.0
  4. Sales Conditions FAQ

Partner 360° Overview

by Atharva System https://www.atharvasystem.com/odoo-development
Odoo

$ 76.19

v 19.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Inventory (stock)
• Invoicing (account)
• Project (project)
• Purchase (purchase)
• Sales (sale_management)
• Discuss (mail)
Lines of code 962
Technical Name partner_360_overview
LicenseOPL-1
Websitehttps://www.atharvasystem.com/odoo-development
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Inventory (stock)
• Invoicing (account)
• Project (project)
• Purchase (purchase)
• Sales (sale_management)
• Discuss (mail)
Lines of code 962
Technical Name partner_360_overview
LicenseOPL-1
Websitehttps://www.atharvasystem.com/odoo-development
  • Description
  • License

Partner 360° Overview

Unified Dashboard for Sales, Projects, CRM, Accounting & Inventory.

Key Features

Instantly view financial summaries (Total Invoiced, Paid, Due) and record counts for all linked documents
Track Sales Orders and Opportunities (Leads) to monitor revenue potential.
View recent Invoices, Bills, and Payment history.
Monitor active Projects and Tasks associated with the partner.
Distinctly track Outgoing Deliveries and Incoming Receipts.
View upcoming and past Meetings (Calendar Events).
Click any count widget to view all records in list view.

How it Works?

1 App Visibility

Once user installed partner 360° overview app, it will be visible in the app view

Apps View

2 Configure Access Rights

Assign the 'Partner 360° Dashboard Manager' group to users who need full access to view any partner's data. Standard users view their own data.

Access Rights

3 Date Range Filtering and Partner Selection

Select Partner and Filter all dashboard data by specific date ranges to analyze performance over custom periods.

Date Filter

4 Main Dashboard View

Access a comprehensive dashboard showing critical metrics: Total Invoiced, Paid, Due, and counts for all related documents in one glance.

Dashboard View

5 Quotations & Sale Orders

View recent Sales Orders, Quotations, with status indicators and amounts.

Sales & Financial History

6 Delivery orders

Monitor active Delivery orders.

Delivery orders

7 Invoices

View recent Invoices, with status indicators and amounts.

Invoices

8 CRM Opportunities

View recent CRM Opportunities, with status, Expected revenue and Probability.

CRM Opportunities

9 Purchase orders & Receipts

View recent Purchase orders, recent Receipts with status indicators and amounts.

Purchase orders & Receipts

10 Active Projects & Tasks

View Project and Task details with Stage indicators and Task counts.

Active Projects & Tasks

11 Calendar events & Meetings

View Calendar Events with Duration and Date.

Calendar events & Meetings

12 View all data

Up to 5 records are displayed in the dashboard. Click on the "View all" button to view all records in list view.

View all data

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Technical Help, Queries & Support

Please feel free to contact for any suggestion, issue & queries

Support
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or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
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IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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DEALINGS IN THE SOFTWARE.

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