Odoo Apps

CRM Lead Dashboard (Enterprise Edition)

Monitor business performance using charts, graphs, pivots, aggregated and formulated data

User can gain a deeper understanding of business. Monitor performance of the marketing compaigns, salesteams, sales persons etc. for a specified period of time (i.e. for last 7 days / 30 days / 365 days, today, this week / month / quarter / year, yesterday and last week / month / quarter / year).

User’ll also be able to:
  • Customize charts and graphs or filter on data to analyze the sales performance.
  • Customize dashboard to display data in a variety of formats.
  • Monitor lead progress by stage, mediums and sales performance including prorated and expected revenue for the week, month, quarter and year.
  • Monitor how your sales persons and teams are performing.

Data Visualization´╗┐

It provide a user, manager, or administrator with a quick overview of data related to number of leads, avg. expected revenues, avg. prorated revenues, avg. probability and more.

Comparative Analysis´╗┐

It also provides access to compare current data with previous time range so management can focus on the analysis and decisions to drive their business performance.

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