- A Module For Visualizing Sales Metrics -
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- - Key Performance Indicator tiles
-- Perform analysis on Sales by team & person, Top/bottom performers, Order/Invoice status, Overdue/Customer Behaviour -
-- Apply time-based filters and limit record counts for focused insights. -
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- - Quick tiles to monitor total sales orders, open quotations, orders pending invoicing, and fully invoiced sales. - View month-to-date (MTD) and year-to-date (YTD) revenue in company currency. -
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- - Breakdown of revenue contribution by sales teams and individual salespeople. -
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- - Identify top customers, top-selling products, and low-performing products in one glance. -
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- - Spot customers with overdue invoices.Distinguish between new and returning customers to track growth and loyalty trends. -
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- - At-a-glance view of order pipeline stages and invoice states (draft, posted, cancelled). -
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- - Apply time-based filters (this week, month, year, or custom ranges) and limit record counts (top 5, top 10, etc.) for focused insights. -
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- - KPI Tiles
-- Sales Team & Person Analysis -
-- Top & Bottom Performers Analysis -
-- Overdue Customers & Customer Behavior Analysis
-- Order & Invoice Status Analysis -
-- Comes with powerful filters -
-- A customizable dashboard for monitoring sales KPIs in Odoo 18. -
-- Yes, the dashboard allows you to apply filters to existing KPIs and set record limits (e.g., top 5, top 10) for a more focused sales view. -
-- No, KPIs auto-load from sales data. Developers can extend with custom KPIs. -
-| Team | -Amount | -
|---|---|
| - | - |
| Salesperson | Amount |
|---|---|
| - | - |
| Product | -Quantity Sold | -
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| - | - |
| Product | Quantity Sold |
|---|---|
| - | - |
| Customer | Amount |
|---|---|
| - | - |
| Status | Count |
|---|---|
| - | - |
| Status | Count |
|---|---|
| - | - |
| Customer | Amount |
|---|---|
| - | - |
| Customer |
|---|
| - |
| Customer |
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| - |