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Get a visual report of CRM through a Dashboard in CRM.

CRM Dashboard

Key Highlights

Different Types of Reports in the Form of Graphs.
Dedicated Views for Users and Admins.
Top deals and Monthly revenue goals.
CRM Dashboard

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Clickable Dashboard Cards

You can click on the respective Cards which will direct the users to the respective information and aspects of the CRM operations with Odoo.

Target, Lead and Activity analysis

A dedicated Chart provides you with complete insight into the Leads which are in operation.

Upcoming Activities and Total Revenue.

Recent Activities.

Top Salespersons as well as Top Country Revenues.

UTM Campaign win-loss ratio.

User Dashboard View.

Activity monitoring.

The users will have different authorization based on the employment level.

Top deals and Monthly revenue goals.

CRM dashboard module brings a multipurpose graphical dashboard for CRM module and making the relationship management better and easier

Latest Release 18.0.1.0.0

26th September, 2024
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