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CRM Dashboard, Lead-Customer-Pipeline Activities graph Filter Dashbaord

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Required Apps • CRM (crm)
• Discuss (mail)
• Calendar (calendar)
• Contacts (contacts)
Technical Name dev_crm_dashboard
License OPL-1
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Technical Name dev_crm_dashboard
License OPL-1

Introduction

The Dev CRM Dashboard module for Odoo, developed by DevIntelle Consulting Service Pvt. Ltd., provides a comprehensive and interactive dashboard for CRM. It allows businesses to visualize and manage leads, customers, and pipeline activities effectively. By integrating graphical representations and filterable dashboards, this module enables managers and sales teams to track sales performance, monitor opportunities, and make informed decisions.

Key Features

  • Lead and Customer Visualization: Graphical representations of leads and customers for better management.

  • Pipeline Activities Graph: Monitor pipeline activities through visual graphs.

  • Filterable Dashboard: Apply filters to focus on specific data for detailed analysis.

  • Integration with Odoo CRM: Seamlessly integrates with Odoo CRM for consistent data flow.

  • User-Friendly Interface: Intuitive interface for easy navigation and dashboard management.

  • Real-Time Updates: Ensure up-to-date data for accurate decision-making.

  • Customizable Widgets: Tailor dashboard widgets according to business requirements.

  • Exportable Reports: Export dashboard data for reporting and presentation purposes.

  • Multi-Company Support: View and manage data across multiple companies.

  • Secure Access Control: Define user access levels for dashboard components.

Benefits

  • Enhanced Sales Management: Gain a clear view of leads, customers, and opportunities.

  • Data-Driven Decisions: Make informed decisions using visual and filterable data.

  • Time Savings: Reduce manual tracking by leveraging automated dashboards.

  • Improved Team Collaboration: Share dashboards and insights with team members.

  • Accurate Reporting: Ensure reliable data representation for performance analysis.

  • Increased Productivity: Streamline CRM operations with a centralized dashboard.

  • Customizable Views: Adapt dashboards to specific sales and business processes.

  • Scalability: Easily accommodate growing data and multi-company operations.

  • Real-Time Insights: Monitor KPIs and pipeline progress instantly.

  • Cost-Effective: Improve CRM efficiency without investing in additional tools.

Compatibility & Technical Details

  • Required Apps: CRM (crm), Discuss (mail), Calendar (calendar), Contacts (contacts)

  • Technical Name: dev_crm_dashboard

  • License: Odoo Proprietary License v1.0 (OPL-1)

  • Installation: Install via Odoo Apps interface; configure under CRM → Dashboard

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.