| 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 |
| License | OPL-1 |
| Website | https://www.atharvasystem.com/odoo-development |
| 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 |
| License | OPL-1 |
| Website | https://www.atharvasystem.com/odoo-development |
Partner 360° Overview
Unified Dashboard for Sales, Projects, CRM, Accounting & Inventory.
Key Features
How it Works?
1 App Visibility
Once user installed partner 360° overview app, it will be visible in the app 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.
3 Date Range Filtering and Partner Selection
Select Partner and Filter all dashboard data by specific date ranges to analyze performance over custom periods.
4 Main Dashboard View
Access a comprehensive dashboard showing critical metrics: Total Invoiced, Paid, Due, and counts for all related documents in one glance.
5 Quotations & Sale Orders
View recent Sales Orders, Quotations, with status indicators and amounts.
6 Delivery orders
Monitor active Delivery orders.
7 Invoices
View recent Invoices, with status indicators and amounts.
8 CRM Opportunities
View recent CRM Opportunities, with status, Expected revenue and Probability.
9 Purchase orders & Receipts
View recent Purchase orders, recent Receipts with status indicators and amounts.
10 Active Projects & Tasks
View Project and Task details with Stage indicators and Task counts.
11 Calendar events & Meetings
View Calendar Events with Duration and Date.
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.
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Technical Help, Queries & Support
Please feel free to contact for any suggestion, issue & queries
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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