| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Invoicing (account) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 525 |
| Technical Name |
partner_extra |
| License | OPL-1 |
| Website | https://paieafricaine.online |
| Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Invoicing (account) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 525 |
| Technical Name |
partner_extra |
| License | OPL-1 |
| Website | https://paieafricaine.online |
| Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0 |
Smart Customer Dashboard â All Key Insights in One Place
Everything you need to know about your customers â directly in their form view
No more jumping between menus. Sales, invoices, opportunities, meetings, credit exposure, targets, trust level â everything is now centralized and visual in the customer record.
Powerful Dashboard â Right Inside the Customer Form
We added a dedicated Dashboard tab directly in the customer form view. No need to switch windows anymore â all critical information is now at your fingertips:
- Sales target vs actual invoiced (with dynamic progress bar)
- Credit limit monitoring + usage percentage progress bar
- Total amount owed by/to the customer
- Degree of trust level (visual priority widget)
- Customer since date + years of relationship
- Quick toggle to show/hide lists: Invoices, Orders, Opportunities, Meetings, Contracts
Sales Target Tracking
Set a sales target for each customer and instantly see how much has been invoiced compared to your goal.
Dynamic progress bar updates in real-time â green when on track, orange/red when behind.
Credit & Trust Management
Full visibility and control over credit exposure:
- Total amount the customer owes you
- Amount you owe to the customer/vendor
- Set custom credit limit per customer
- Real-time progress bar showing % of credit used
- Degree of trust (visual stars/priority widget)
One-Click Visibility Control
Toggle any document list in one click â no page reload needed:
- Invoices list
- Sales Orders list
- Opportunities pipeline
- Meetings & activities
- Contracts & subscriptions
Sales per month Graph
Quick overview without opening the form:
- Show monthly sales in different type of graphs
- Smart button to show graph in a modal
- Quick view in customers list before oprening the view
Ready to supercharge your customer management?
All your key customer insights â centralized, visual, and actionable â right where you need them.
No more jumping between menus. Sales, invoices, opportunities, meetings, credit exposure, targets, trust level â everything is now centralized and visual in the customer record.
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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