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.

Who it's for

Sales managers and revenue teams who have outgrown Odoo's raw pivot and graph views and want a single, turnkey dashboard that tells them where the pipeline is healthy and where it is leaking. It suits any company that runs its sales in Odoo CRM and needs velocity, conversion, forecast and team metrics that every business tracks, without building custom reports. The dashboard is part of the CODEerts CRM suite, builds on the free CRM Booster base and its lead grades, and complements CRM Sequences for follow-up automation.