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Sales/CRM app for Odoo

CRM Dashboard

Interactive CRM dashboard inside the CRM app: pipeline value, weighted pipeline, win rate, new leads, stage funnel, salesperson and team performance and lead trends.

$5.99Get it on the Odoo StoreAsk about this app
Sales/CRMOPL-1Odoo 19Odoo 18Odoo 17
CRM Dashboard for Odoo, dark
Price$5.99
LicenseOPL-1
Odoov19 · v18 · v17
CategorySales/CRM

Overview

CRM Dashboard.

CRM Dashboard gives sales leaders the full pipeline picture on the first screen of the CRM app. Open opportunities, pipeline value, weighted pipeline, opportunities won, win rate and new leads sit across the top as clickable KPI tiles. Ten interactive charts show the pipeline by stage as a funnel, performance by salesperson and team, lead and expected revenue trends, opportunities by source and country, lost reasons and won opportunities over time. Pick any date range and every chart updates together.

New to Odoo CRM? Read our practical guide to how it works

How it works

Built around what you actually do.

Every screen below is the module running in Odoo, not a mockup.

01

Live KPI tiles for open opportunities, pipeline value, weighted pipeline and more

  • 10 interactive charts including pipeline by stage, by salesperson and by team
CRM Dashboard for Odoo, drilldown
Drilldown

Standard across the suite

How every CODEerts dashboard behaves.

These are not this module's selling points, they are the baseline every dashboard we publish shares. Listed so you know what you get, not to pad the page.

Click any KPI tile or chart segment to open the exact Odoo records behind it, already filteredOne-click date ranges (Today, This Month, This Quarter, This Year, Last 12 Months or custom) re-query every chart at onceFull dark mode: KPIs, charts, tooltips and cards stay readable when Odoo is in dark modeMonetary figures shown in your company currency with thousands separatorsSits as the first item inside the app menu, so your team lands on it firstInstalls the free Company Overview module automatically for a single cross-app executive viewRespects record access: every figure is read as the logged-in user

Pipeline, win rate and leads, live, the moment you open the CRM app.

What it does

CRM Dashboard gives sales leaders the full pipeline picture on the first screen of the CRM app. Open opportunities, pipeline value, weighted pipeline, opportunities won, win rate and new leads sit across the top as clickable KPI tiles.

Ten interactive charts show the pipeline by stage as a funnel, performance by salesperson and team, lead and expected revenue trends, opportunities by source and country, lost reasons and won opportunities over time. Pick any date range and every chart updates together.

Pipeline value against weighted pipeline

Showing both is the point. Pipeline value is what the team has entered. Weighted pipeline is what the stage probabilities imply you will actually close, and the distance between those two numbers is the most honest read on forecast quality you can get in one glance.

Win rate paired with pipeline by salesperson turns a league table into a diagnosis: high volume and low win rate is a qualification problem, low volume and high win rate is a capacity problem, and the two need opposite responses. New leads over time tells you whether the top of the funnel is keeping up with either.

Who it's for

Sales managers and heads of sales who run a forecast meeting and want the numbers to be the same ones the team sees. It suits any team where opportunities move through stages and someone has to commit to a number. If your current forecast lives in a spreadsheet rebuilt every Monday, this is the version that cannot go stale.

Questions

About CRM Dashboard.

How do I see my sales pipeline and win rate on one screen in Odoo CRM?

Install CRM Dashboard. It adds a Dashboard as the first item in the CRM app with live KPIs for pipeline value, weighted pipeline, win rate and new leads, plus a stage funnel and ten interactive charts.

Can each salesperson see only their own pipeline in the Odoo CRM dashboard?

Yes. Every KPI and chart is read as the logged in user, so your CRM access rules apply. A rep sees their own opportunities and win rate, while a manager who can view the whole team sees the full pipeline, all on the same dashboard.

Can I filter the Odoo CRM dashboard by date range?

Yes. One click ranges like Today, This Month, This Quarter, This Year, Last 12 Months or a custom range re-query every KPI, the stage funnel and all ten charts at once, so you can compare pipeline and win rate across any period.

Can I run the Odoo CRM dashboard on Community, or does it need Enterprise?

It works on both. Odoo's CRM app ships in Community, so the dashboard runs on a standard Community install with no Enterprise subscription. It is maintained for the current major Odoo versions; use the version selector on this page to pick your release.

What is the difference between pipeline value and weighted pipeline?

Pipeline value is the total the team has entered. Weighted pipeline applies each stage's probability, so it is closer to what will actually close. Showing both is deliberate: the distance between them is the most honest read on forecast quality you can get at a glance.

How is this different from the CRM Booster Pipeline Dashboard?

This one reports the pipeline as it stands today. CRM Booster records full stage history, which Odoo does not keep, and turns it into velocity, time in stage and sales cycle metrics. If you need to know where deals stall rather than what they total, that is the one.

On the Odoo Store

Get CRM Dashboard on the Odoo Store.

Pick your Odoo version and install it in a click, with free updates and real support behind it.

Get it on the Odoo Store
Odoo 19Odoo 18Odoo 17