Odoo CRM Dashboard for Real-Time Sales & Revenue Tracking
Track deals, revenue, customers, and performance in one powerful dashboard so your team always knows what to focus on next.
Built to Support Better Sales Decisions
This CRM dashboard is designed to simplify how teams understand sales performance and act on insights without adding operational complexity.
Complete Sales & Customer Clarity
Keep all deals, customer details, and sales activities organized in one place for faster, more confident decision-making.
Revenue & Market Understanding
Gain visibility into revenue trends by source and geography to identify high-performing markets and growth opportunities.
Actionable Learnings from Lost Deals
Understand why opportunities fail with structured loss insights that help improve future win rates.
Performance Alignment Across Teams
Track individual and team-level performance to drive accountability, consistency, and continuous improvement.
Turn Sales Data Into Clear Business Actions
This Extension isn’t just about tracking numbers it helps teams act faster and smarter at every stage of the sales cycle.
Get a clear, real-time view of deals, customers, and revenue in one place.
Identify high-performing regions and markets that drive the most growth.
Analyze lost opportunities to fix gaps and close more deals.
Track individual and team performance with measurable clarity.
Key Features - Sales Performance & Revenue Intelligence
Gain complete visibility into your sales pipeline, revenue performance, and team efficiency with a unified, real-time analytics dashboard designed for data-driven decision-making.
End-to-End Sales Visibility
Track your entire sales journey from quotation to closed deal. Compare quotations against actual sales orders, monitor conversion rates, and understand which proposals turn into revenue. This helps you identify gaps, optimize follow-ups, and maintain a healthy sales pipeline.
Opportunity Pipeline Analysis
Visualize all active opportunities across different sales stages such as proposal, qualified, won, or lost. Instantly track deal movement, measure pipeline velocity, and identify bottlenecks that slow down conversions.
Revenue by Source Insights
Understand exactly where your revenue comes from. Analyze performance across multiple channels such as existing clients, referrals, LinkedIn, website leads, and other sources. Focus your sales and marketing efforts on the most profitable acquisition channels.
Geography-Wise Revenue Dashboard
Monitor sales performance across countries and regions in real time. Identify high-performing markets, uncover underperforming regions, and make informed decisions about expansion, localization, or market prioritization.
Salesperson Performance Monitor
Evaluate individual sales team performance using metrics like average deal size, total revenue, and target achievement. Easily compare team members, recognize top performers, and identify coaching or training opportunities.
Opportunities by Tag Analytics
Organize opportunities using custom tags such as product lines, campaigns, industries, or deal types. Analyze revenue potential by tag and manage multiple sales initiatives with clarity and control.
Top 7 Customers Report
Identify your most valuable customers and their contribution to overall revenue. Track average deal size per customer and prioritize retention and upsell strategies for key accounts.
Lost Opportunities Analysis
Understand why deals are lost with structured reason tracking. Identify common challenges such as budget constraints, internal alignment issues, or unrealistic expectations, and use these insights to improve win rates and sales strategies.
Sales Forecasting & Revenue Projection
Predict future revenue with data-backed forecasts based on active opportunities, pipeline stages, historical conversion rates, and deal sizes. Get visibility into expected revenue by month, quarter, or region to support accurate planning, budgeting, and leadership decisions.
Need Payment Integration with Odoo CRM?
Explore our Odoo payment extensions to automate collections, enable online payments, and streamline purchase-based workflows.
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