CRM Dashboard

by
Odoo          
v 12.0 Third Party 2

19.99 €

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Technical name crm_dashboard
LicenseOPL-1
Websitehttps://www.cybrosys.com
Read description for v 11.0
Required Apps CRM (crm)
Employees (hr)
Technical name crm_dashboard
LicenseOPL-1
Websitehttps://www.cybrosys.com
Read description for v 11.0
Required Apps CRM (crm)
Employees (hr)

CRM Dashboard

This module brings a multipurpose graphical dashboard for CRM Module

Cybrosys Technologies
cybrosys technologies

Overview

Get a quick visual reference over your customer related entities with CRM Dashboard. The module simply turns your data into insights, making the relationship management better and easier. In a single click, the dashboard turns your data into real-time insights like customized charts and reports- be it the Leads, Opportunities, Win/Loss Ratio, Generated Revenue or the Average Deal Size. The module brings forth a multipurpose graphical dashboard for your CRM module, envisioning a deeper and intuitive understanding of your customers and business operations.

Features

Provides all essential tools for delivering real-time information.

Enables employees to quick access their leads, pipeline and all other daily activities for analyzing their customer relations.

Provisions with different views for both employees and managers.

Enables graphical representation for almost all CRM related entities.

Screenshots

     CRM Dashboard provides you with all essential tools to deliver real-time information.

     All the statistics like Leads, Opportunities, Win/Lose Ratio, Leads generated per period, Assigned/Unassigned Leads, Generated revenue, Average deal size are displayed in Statistics ribbon.

     For Managers and Employees, the Activity timeline and graphical representation of sales via Channels, Mediums, Source and Campaign are displayed

     Bar graph representing the customer revenue for a period of time is displayed.

     The Win/Loss line graph, along with pending activities of the employee are listed. The manager can view the activities of all employees.

     The list of recent customers and the pipeline overview are displayed along with sales leaderboard exclusively for managers.

cybrosys technologies

Our Industries

Trading

Easily procure and sell your products.

Manufacturing

Plan, track and schedule your operations.

Restaurant

Run your bar or restaurant methodical.

POS

Easy configuring and convivial selling.

E-commerce & Website

Mobile friendly, awe-inspiring product pages.

Hotel Management

An all-inclusive hotel management application.

Education

A Collaborative platform for educational management.

Service Management

Keep track of services and invoice accordingly.

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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