CRM Dashboard, Lead-Customer-Pipeline Activities graph Filter Dashbaord
| Technical name | dev_crm_dashboard |
| License | OPL-1 |
| Website | http://www.devintellecs.com |
CRM Dashboard - All Lead/Pipeline at one place
CRM Dashboard - Custom Date Range , User and Partner filter
Advance Dashbaord of lead/pipeline/activity
Odoo app available in Enterprise, Community, Odoo.sh, Cloud & on Premise
CRM Dashboard - All Lead/Pipeline at one place Odoo application introduces a comprehensive CRM Dashboard, seamlessly integrating various lead and pipeline management functions into a unified platform. With this tool, you gain convenient access to all your leads and pipelines from diverse sources, simplifying your workflow. The Dashboard offers a rich array of data visualization options through an assortment of charts, enhancing your understanding of your business's performance. Customizable filters enable you to effortlessly organize and retrieve leads and pipelines by user, customer, and date, with the added flexibility of specifying precise date ranges. Additionally, you can easily monitor associated activities and stay ahead of your schedule with the upcoming activities panel. The Dashboard further empowers you with insightful charts, such as Won Customer, Team Pipeline, Expected Revenue, Lost Customer, Lead Low Priority, and Pipeline Low Priority, all supported by user-friendly top 10, 20, and other filter options. Elevate your CRM experience with this robust and intuitive tool.
Advacne CRM Dashboard in odoo
Key Features of Advacne odoo CRM Dashboard
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Dashboard for centralizing access to all leads and pipelines in one location
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Upcoming activities notification panel
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Access All Activities as list on the dashboard
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View activity from list
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View document of the activity from list
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Access Lead as list on the dashboard
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View Lead from the list
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Access Pipeline as list on the dashboard
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View Pipeline from the list
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Here, you have access to a variety of simple yet effective data filtering options
- Top Won Customer
- Top Sale Team Pipeline
- Top Expected Revenue
- Top Lost Customers
- Top Lead Low Priority
- Top Pipeline Low Priority
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All above are available in below charts:
- Column Chart
- Pie Chart
- Line Chart
- Doughnut Chart
- Line Area Chart
- Scatter Chart
- Bar Chart
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When using the Top Priority filter, consider the following
- Low Priority
- Medium Priority
- High Priority
- Very High Priority
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In other filter, consider the following
- Top 5
- Top 10
- Top 15
- Top 20
- Top 25
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Filter overall records by:
- User
- Customer
- Date
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Date filters are:
- Today
- All
- Yesterday
- This Week
- Last Seven Days
- Last Week
- This Month
- This Year
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You can also select custom date range for the date filter
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CRM Dashboard
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List of Activities
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View Activity screen from the List
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View Document(a document from where activity is created) screen from the List
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Upcoming Activities Notification Panel
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Lead and Pipeline List
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View Lead/Pipeline screen from its list
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Top Won Customer Chart
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Top Sale Team Chart
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Top Expected Revenue Chart
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Top Lost Customer Chart
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Top Lead Priority Chart
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Top Pipeline Priority Chart
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Filter records by User
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Filter records by Customers
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Filter records by Date
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Filter records by Custom Date Range
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Entire CRM Dashboard -odoo
Latest Release 1.0 - 17 August 2023
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CRM lead/Pipeline Dashboard
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Is this app compatible with Odoo Enterprise?
Yes, our app works with Odoo Enterprise as well as Community.
| Support | |||
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DevIntelle will provide FREE 90 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this app. This is applicable from the date of purchase | ||
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.