$ 306.90
| Required Apps |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Community Apps Dependencies |
ks_dashboard_ninja
|
| Technical Name |
ks_crm_dashboard_ninja
|
| License | OPL-1 |
| Also available in version | 17.0 16.0 15.0 14.0 |
Introduction
The CRM Dashboard Ninja module for Odoo, developed by Ksolves India Ltd., provides a powerful and customizable dashboard solution for CRM. It enables businesses to visualize sales performance, opportunities, revenue, and key metrics dynamically. With interactive dashboards and real-time insights, this module empowers managers and sales teams to make data-driven decisions, monitor progress, and improve overall efficiency.
Key Features
Dynamic & Customizable Dashboards: Create dashboards with charts, tables, KPIs, lists, and other elements tailored to business needs.
Multi-Company Support: Manage and view data across multiple companies within a single interface.
TV Mode Display: Show dashboards on large screens for meetings or real-time performance monitoring.
List View: Display data in filterable and sortable lists for detailed analysis.
Custom SQL Queries: Create custom SQL queries to fetch precise data for in-depth analytics.
Global Filters: Apply filters across all dashboard elements for flexible data segmentation.
Sharing & Collaboration: Share dashboards with team members and collaborate on specific elements.
Import & Export Data: Import data from Excel/CSV and export dashboards or components as PDF, images, or JSON.
Interactive Visualizations: Engage with data through interactive charts and KPI widgets.
User-Friendly Interface: Intuitive navigation for easy dashboard creation and management.
Benefits
Sales Performance Monitoring: Track metrics like total leads, opportunities, revenue, and conversion rates.
Data-Driven Decision Making: Access comprehensive insights to make informed business decisions.
Time Savings: Reduce time spent on manual report creation through automated dashboards.
Improved Team Collaboration: Collaborate directly on dashboards for better team communication.
Enhanced Analytics: Leverage advanced tools and custom queries for deeper data analysis.
Scalable & Flexible: Adapt dashboards to changing business requirements and multiple companies.
Real-Time Insights: Monitor KPIs and metrics in real-time to respond quickly to trends.
Customizable Interface: Tailor dashboards to reflect specific business processes and KPIs.
Centralized Data: View all critical CRM metrics in one consolidated interface.
Increased Efficiency: Enable managers and teams to act promptly based on accurate data.
Compatibility & Technical Details
Required Apps: CRM (crm), Calendar (calendar), Contacts (contacts), Discuss (mail)
Technical Name: ks_crm_dashboard_ninja
License: Odoo Proprietary License v1.0 (OPL-1)
Installation: Install via Odoo Apps interface; activate and configure dashboards under CRM → Dashboard Ninja.
CRM Dashboard Ninja
START BUILDING YOUR OWN CRM DASHBOARDS WITH A FEW CLICK
Key Features
-
My Opportunity (Tile) : Display count of user opportunities.e
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Total Leads (Tile) : Display Count of total leads.
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Total Opportunity (Tile) : Display Count of total opportunities.
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Total Revanue (Tile) : Display sum of total revenue.
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New opportunities (Tile) : Display count of new opportunities.
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Won opportunities (Tile) : Display count of won opportunities.
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Proposition opportunities (Tile) : Display count of proposition opportunities.
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Qualified opportunities (Tile) : Display count of Qualified opportunities.
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Salesperson wise Opportunity (Bar Chart)
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Sales team wise Opportunity (Bar chart)
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Stage team wise Opportunity (Bar chart)
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Priority wise opportunity (Pie Chart)
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Revenue Salesperson wise (Pie Chart)
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Opportunity Salesperson and stage wise (Line Chart)
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Campaign wise lead(Line Chart)
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Top 5 probability Opportunity customer wise (Horizontal Bar Chart)
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Opportunity win lose ratio(KPI)
Setup
Installation
-
This app is an extension of Dashboard Ninja, so before installing this app makes sure you have installed Dashboard Ninja. After successful installation of Dashboard Ninja, install this app and go to menu "CRM" > CRM Dashboard.
Frequently Asked Question
Yes, our app works with Odoo Enterprise as well as Community.
Please drop email at [email protected] or raise a ticket through Odoo store itself.
Yes, we do provide free support for 90 days for any queries or any bug/issue fixing.
Ksolves will provide FREE 90 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.
Note:
Extensively Tested on Odoo Vanilla with Ubuntu OS
Ksolves Odoo Services
Odoo Implementation
Odoo Community Apps
Odoo Support & Maintenance
Odoo Customization
Odoo Integration Services
Odoo Developer Outsourcing
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.