CRM Analytics Dashboards
by Viindoo
| Lines of Code | 1036 |
| Technical name | viin_spreadsheet_dashboard_crm |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/viin_spreadsheet_dashboard_crm |
| Read description for | v 18.0 |
| Required Apps | CRM (crm) Discuss (mail) Calendar (calendar) Contacts (contacts) |
| Included Dependencies | Viin Map View Viin CRM Viin Cohort View |
The pipeline numbers, ready on a dashboard
CRM dashboards in Odoo Spreadsheet: close rate, average deal size, revenue, days to win and to assign, by country, tag, source and team.
CRM Analytics Dashboards (technical name viin_spreadsheet_dashboard_crm) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for sales manager, team leader, management, analyst.
At a Glance
The facts of CRM Analytics Dashboards, version 0.1.1, in one place. Published by Viindoo.
How It Works
Two screens.
The dashboard
The figures a pipeline review starts with, already computed.
The pipeline behind it
The same records - the dashboard only reads them.
What You Get
Ready CRM dashboards in Odoo Spreadsheet
Close rate, average deal size, revenue and cycle times
Top countries, tags, sources and lost reasons
Filters by period, team, salesperson, campaign and medium
Comparison with the previous period
Extendable - it is a spreadsheet, not a fixed report
More Screens
Everything below was taken on a database seeded with real business data, on this series - not a mock-up and not a screenshot from an older version.
The pipeline
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
Stages and rules stay CRM's.
A pipeline without lost reasons has an empty lost-reason table.
Everything shown has already happened.
There is no scheduled email of it.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use CRM Analytics Dashboards?
Sales manager
Opens the numbers instead of rebuilding them.
Team leader
Filters to their own team.
Management
Reads sales next to finance, in the same place.
Analyst
Extends the sheet with their own rows.
Frequently Asked Questions
What does CRM Analytics Dashboards do?
CRM dashboards in Odoo Spreadsheet: close rate, average deal size, revenue, days to win and to assign, by country, tag, source and team.
What does CRM Analytics Dashboards not do?
It reports; it does not change the pipeline. Stages and rules stay CRM's. Figures depend on your data. A pipeline without lost reasons has an empty lost-reason table. It is a dashboard, not a forecast. Everything shown has already happened. Sharing is the dashboard's own. There is no scheduled email of it.
Who is CRM Analytics Dashboards for?
Sales manager: Opens the numbers instead of rebuilding them. Team leader: Filters to their own team. Management: Reads sales next to finance, in the same place. Analyst: Extends the sheet with their own rows.
Which Odoo version and editions does it support?
Odoo 17.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: spreadsheet_dashboard, viin_crm. Odoo installs them with it.
How do I set it up?
Two screens.
What works well with it?
CRM extensions (viin_crm): The fields those figures are computed from. CRM Sankey (viin_crm_sankey): Where the pipeline leaks. Finance Dashboard (viin_spreadsheet_dashboard_finance): The same treatment for finance.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name viin_spreadsheet_dashboard_crm; pre-sales questions go to sales@viindoo.com.
See CRM Analytics Dashboards in Action
Live demo: v17demo-int.viindoo.com/web#action=crm.crm_lead_action_pipeline
Need help with CRM Analytics Dashboards?
For questions, implementation support or a custom feature, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comUpgrades to a newer Odoo series are a separate purchase for that series.
All Viindoo apps: apps.odoo.com/apps/modules/browse?author=Viindoo
Technical Requirement
Changes log
0.1.1 - Latest on the 17.0 line
- Dashboards carry period comparison on every figure.
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).
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