CRM Booster - Pipeline Dashboard and Forecast

CRM Pipeline Dashboard answers the questions Odoo CRM cannot: how fast deals really move, where they stall, which sources pay off, who on the team is converting, and what is going to close this quarter. It does it with real data, including the per-stage history Odoo throws away, and every number drills straight down to the leads behind it.

What it does

The module records every stage change a lead makes into its own history log, the data standard Odoo does not keep, and backfills your existing leads on install. From that it computes genuine velocity: time in each stage, deal aging buckets, average sales cycle and a sales-velocity figure. Six sections, pipeline overview, velocity, win and loss, source and campaign ROI, team performance and forecast, present thirteen charts and a band of headline KPIs. A global filter bar re-queries everything at once by period, team, salesperson, stage, source and grade. Every KPI, chart bar and row is clickable and opens the exact list of leads behind it, and that list always reconciles with the number. Sales targets drive a quota-attainment gauge, and dedicated views surface rotting deals and overdue activities. Because every figure is read under the current user's access rights, a rep sees only their own pipeline while a manager sees the whole team.

The stage history Odoo does not keep

Odoo records where an opportunity is, not how it got there. Once a deal moves from Qualification to Proposal, the fact that it sat in Qualification for 40 days is gone. This module records every transition going forward and turns that into the metrics a sales operation actually runs on: time in stage, deal aging, sales cycle length and velocity.

That changes what you can ask. Not just "how big is the pipeline" but "where do deals stall", "is this quarter's cycle longer than last", and "which stage is the bottleneck". None of those are answerable from a snapshot.

Who it's for

Sales operations and revenue leaders who have outgrown pipeline value as a metric and need to manage the process rather than the total. It earns its higher price where the sales cycle is long enough that stalling is expensive, so B2B, considered purchases and anything with a proposal step. Stage history builds from installation onward, so the sooner it is running the sooner the velocity numbers mean something.