CRM Lead Dashboard (Community Edition)

by
Odoo

157.11

v 14.0 Third Party 17
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Community Apps Dependencies
Lines of code 2168
Technical Name crm_lead_dashboard
LicenseOPL-1
Versions 13.0 14.0 12.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Community Apps Dependencies
Lines of code 2168
Technical Name crm_lead_dashboard
LicenseOPL-1
Versions 13.0 14.0 12.0

CRM Lead Dashboard

Monitor business performance using charts, graphs, pivots, aggregated and formulated data

Warning

Enterprise users kindly visit CRM Lead Dashboard (Enterprise Edition) to purchase the app.

Note

This dashboard is built through Dashboard View (Community Edition) base module.

You will get this and below some ready-to-use dashboards FREE with purchase of Dashboard View (Community Edition) base module.

User can gain a deeper understanding of business. Monitor performance of the marketing compaigns, salesteams, sales persons etc. for a specified period of time (i.e. for last 7 days / 30 days / 365 days, today, this week / month / quarter / year, yesterday and last week / month / quarter / year).

User'll also be able to:

- Customize charts and graphs or filter on data to analyze the sales performance.
- Customize dashboard to display data in a variety of formats.
- Monitor lead progress by stage, mediums and sales performance including prorated and expected revenue for the week, month, quarter and year.
- Monitor how your sales persons and teams are performing.

Data Visualization

It provide a user, manager, or administrator with a quick overview of data related to number of leads, avg. expected revenues, avg. prorated revenues, avg. probability and more.

Comparative Analysis

It also provides access to compare current data with previous time range so management can focus on the analysis and decisions to drive their business performance.

Contact / Support

Need help or want extra features?

Need help with the configuration or want this module to have more functionalities? Contact us through e-mail at contact@gritxi.com
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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