| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 904 |
| Technical Name |
sale_dashboard_enterprise |
| License | OPL-1 |
| Versions | 14.0 13.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 904 |
| Technical Name |
sale_dashboard_enterprise |
| License | OPL-1 |
| Versions | 14.0 13.0 |
Sales Dashboard
Provides users with an instant visual representation of their sales KPIs using charts, graphs, pivots, aggregated and formulated data
Warning
Community users kindly visit Sales Dashboard (Community Edition) to purchase the app.
Note
This dashboard is built through Dashboard View (Enterprise Edition) base module.
You will get this and below some ready-to-use dashboards FREE with purchase of Dashboard View (Enterprise Edition) base module.
Note
This module extend Sale Enterprise module functionality by:
- Adding additional aggregated, formulated fields.
- Allowing to display Bar Chart and Line Chart(like wise Pie Chart) through widget tag.
- Adding additional sub attributes in the attrs attribute of the widget tag to display set of records order by, with limit, time ranges and stacked wise in the different graphs.
A sales dashboard is a great tool to stay on top of your relevant sales KPIs and monitor them in one central place. It helps you to reach your planned sales goals through detailed analyses of your sales performance, sales cycle length and sales funnel.
It provides the perfect overview of the progress of the sales team by focusing on sales growth 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).
You can gain an insight into how this sort of real-time sales monitoring can augment your operational management and improve your profit margins.
Analyze your sales
Through how many average sales orders are generating and how are average sales going daily, weekly, monthly, quarterly and yearly
Insight into sales performance
By tracking how much average sales for this day, week, month, quarter and year
Dynamic Data Visualisation
Allows managers to access and interpret data in real-time
Sales by
Top Sales Teams
Comprehensively review each sales team's performance and understand their progress relative to their peers.
Sales by
Top Salespersons
Comprehensively review each sales representative's performance and understand their progress relative to their peers.
Sales by Top 10 Customers
Track the top revenue generating customers
Sales by Last 30 Days
Know the best selling day and track day wise total sales in last 30 days
Sales by
Last 5 Weeks
Know the total sales of last 5 weeks.
Sales by
Last 12 Months
Know the total sales of last 12 months.
Sales by
Last 4 Quarters
Know the total sales of last 4 quarters.
Sales by
Last 5 Years
Know the total sales of last 5 years.
Quick Overview about
Which product is bringing the most business for this day, week, month, quarter and year
Sales by Top 10 Best Selling Products
Know the all time best selling product and track top revenue generating products
Sales by Top 10 Lowest Selling Products
Know the all time lowest selling product and identify the lowest revenue generating products
Helps you to identify
Which product category is bringing the most business for this day, week, month, quarter and year
Sales by
Top 5 Best Selling Product Categories
Track the top revenue generating product categories.
Sales by
Top 5 Lowest Selling Product Categories
Identify the lowest revenue generating product categories.
Dig deeper into
Which campaigns, sources and mediums are bringing the most business
Enables you to
Track the top revenue generating regions
Number of Orders by
Order Status
Know the total orders by different order status.
Number of Orders by
Invoice Status
Know the total orders by different invoice status.
FREE Interactive Ready-to-use Business Dashboards
When it comes to improving on specific business goals, Gritxi's got you covered.
Browse our FREE ready-to-use dashboards designed to help you achieve and optimize your key business objectives
Dashboards for Enterprise Edition
CRM Lead Dashboard
Monitor business performance using charts, graphs, pivots, aggregated and formulated data
CRM Pipeline Dashboard
Helps you to gain in the future sales performance using graphs, pivots, aggregated and formulated data
Sale CRM Pipeline Dashboard
Give visibility into the sum of orders and number of quotations linked to closed opportunities
eCommerce Dashboard
Provides top level view of web store performance using graphs, pivots, aggregated and formulated data
POS(Point of Sale) Dashboard
Provides a great top level view of your PoS store's sales performance using graphs, pivots, aggregated and formulated data
Warehouse Dashboard
To increase operational efficiency of warehouse, get a analytics snapshot using graphs and aggregated data
Dashboards for Community Edition
CRM Lead Dashboard
Monitor business performance using charts, graphs, pivots, aggregated and formulated data
CRM Pipeline Dashboard
Helps you to gain in the future sales performance using graphs, pivots, aggregated and formulated data
Sale CRM Pipeline Dashboard
Give visibility into the sum of orders and number of quotations linked to closed opportunities
Sales Dashboard
Provides visual representation of sales KPIs using graphs, pivots, aggregated and formulated data
eCommerce Dashboard
Provides top level view of web store performance using graphs, pivots, aggregated and formulated data
POS(Point of Sale) Dashboard
Provides a great top level view of your PoS store's sales performance using graphs, pivots, aggregated and formulated data
Warehouse Dashboard
To increase operational efficiency of warehouse, get a analytics snapshot using graphs and aggregated data
Warehouse Accounting Dashboard
Provide insights into managing inventory and accounting for it through graphs and aggregated data
Contact / Support
Need help or want extra features?
Need help with the configuration or want this module to have more functionalities? Contact us through e-mail at contact@gritxi.com
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.
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