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+ Odoo.sh +
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- CRM - Dashboard

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Detailed +

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+ CRM Dashboard

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Detailed Dashboard View for CRM.

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Explore - This - Module

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Explore This + Module

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+ Features + View + features of this + module
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Overview +

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+ The CRM Dashboard module helps you to see the Overview of the CRM module and its functioning. The Odoo CRM module will provide a complete over of the entire functional aspects of the Customer Relationship Management operations which are conducted with Odoo CRM. Moreover, you will attain a clear @@ -130,120 +123,110 @@ Furthermore, we can view the different types of reports in the form of graphs according to the values and operations of CRM providing the viewer with complete insight into the real-time operations of the CRM operations of the company. -
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Features -

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Features +

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+ + Dedicated Views for Users and Admins. -
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- - Activity +
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+ + Activity monitoring. -
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+ + Year to Date bar graphTarget Field in User Settings. -
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- - Top deals +
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+ + Top deals and Monthly revenue goals. -
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- - The users +
+ + The users will have different authorization based on the employment level. -
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+ + Insight on Upcoming and Recent activities. -
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- - Opportunity +
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- - Clickable - Dashboard Cards. -
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- Screenshots -

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+ + Clickable + Dashboard Cards.
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Clickable - Dashboard Cards

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You can click +

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Screenshots +

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Clickable + Dashboard Cards +

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You can click on the respective Cards which will direct the users to the respective information and aspects of the CRM operations with Odoo. Moreover, these Clickable Cards will act as a navigation icon within the CRM dashboard for the easiness of operations. Furthermore, these Clickable Cards will - ensure that the configuration and the operations of the CRM dashboard are the way you need them. -

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+ ensure that the configuration and the operations of the CRM dashboard are the way you need them.

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Target, Lead +
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Target, Lead and - Activity analysis

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A dedicated + Activity analysis +

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A dedicated Funnel Chart provides you with complete insight into the Leads which are in operation. The leads will be depicted as New, Qualified, Proposition, and Won. Moreover, the Year date @@ -251,25 +234,28 @@ will provide an insight into the goals which are achieved. The Donut graph based on the monthly Lead operation will provide a clear picture of the monthly Lead operations. Additionally, the Activity Donut graph will describe the activity analysis on the leads.

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Set up + +
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Set up Individual - user targets

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With the CRM + user targets +

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With the CRM Dashboard configuration, you will be able to set the individual target amount for the Leads to be acquired by a user for a period of time, which can be set as Date, Month or Year. The Targets can be set under the Settings tab > User Settings > Below the access right tab.

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A dedicated - Listing of Top Deals and the Monthly Goal Gauge motivates users

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The Top Deals +

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A dedicated + Listing of Top Deals and the Monthly Goal Gauge motivates users +

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The Top Deals on the products and services will be listed out in a dedicated menu which helps the users and the Salesperson to deal with the Leads and Opportunities with respect to it. @@ -279,29 +265,30 @@ team as well as the users to pursue on more leads to achieve the target. Additionally, the Lead Groping analysis with the help of the graph in the form of Donut providing analysis on Lead Groups by Medium, Campaign, and Source will be helpful for the business.

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Upcoming - Activities and Total Revenue

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Activity +

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Upcoming + Activities and Total Revenue +

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Activity management is vital for CRM operations and the CRM Dashboard will provide a dedicated tab defining the upcoming activities. These tabs will be different for each user based on their operations in the company. Moreover, the Admin will have a separate view of their own activities having clearer insight into the operations.
Furthermore, the Total Revenue of the respective Salesperson will be depicted in the form of a graph providing the complete insight into the Revenue from the Leads which are being - generated. -

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An +
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An informative - Heat Map

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In the CRM + Heat Map +

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In the CRM Dashboard, you will obtain an informative heat map on the aspects of the Revenue obtained based on the CRM operations. Here the Top Salesperson, as well as Top Country Revenues, will be depicted with a color-coordinated Heat map providing clear insight on the financial @@ -309,425 +296,405 @@ information on the country-vise count on the opportunities which are being attained. The Country-wise count is also depicted on a heat map.

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Lost +
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Lost Analysis, - Recent Activities, and Top Salesperson.

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You will get + Recent Activities, and Top Salesperson. +

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You will get an insight on the lost opportunities and Leads from the Lost Analysis Graph providing a clearer insight based on year or month. The Recent Activities description tab will provide a complete insight on the Activities which have been scheduled and conducted recently in regard to the Customer Relationship management operations on the pursuing of Leads and Opportunities.

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Dashboard +
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Dashboard View of - the User

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As mentioned + the User. +

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As mentioned earlier there are dedicated views for the Admin as well as the User who has access to the CRM Dashboard. The Following screenshot depicts the User view of the CRM Dashboard. Here the information relating to the respective user and their operations will be only depicted - and the ones which the respective User has authorization to can be modified..

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+ and the ones which the respective User has authorization to can be modified.

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Related + Products +

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Our Services +

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Related - Products -

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Our - Services -

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+ Hire + Odoo + Developer
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Our - Industries -

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- Easily procure - and - sell your products

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- Easy - configuration - and convivial experience

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- A platform for - educational management

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- Plan, track and - schedule your operations

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- Mobile - friendly, - awe-inspiring product pages

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- Keep track of - services and invoice

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- Run your bar or - restaurant methodically

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- An - all-inclusive - hotel management application

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+ Odoo + Implementation
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+ Odoo + Licensing Consultancy
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Our + Industries +

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+ Trading +
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+ Easily procure + and + sell your products

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+ +
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+ +
+ POS +
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+ Easy + configuration + and convivial experience

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+
+ +
+
+ +
+ Education +
+

+ A platform for + educational management

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+ +
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+ +
+ Manufacturing +
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+ Plan, track and + schedule your operations

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+
+ +
+
+ +
+ E-commerce & Website +
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+ Mobile + friendly, + awe-inspiring product pages

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+ Service Management +
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+ Keep track of + services and invoice

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+ +
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+ Restaurant +
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+ Run your bar or + restaurant methodically

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+ Hotel Management +
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+ An + all-inclusive + hotel management application

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Support +

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Need Help?

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Got questions or need help? Get in touch.

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+ odoo@cybrosys.com

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Support -

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Need Help?

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Got questions or need help? Get in touch.

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- odoo@cybrosys.com

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WhatsApp

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Say hi to us on WhatsApp!

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+91 - 86068 - 27707

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WhatsApp

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Say hi to us on WhatsApp!

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+91 86068 + 27707

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