A turnkey CRM analytics dashboard for Odoo, pipeline velocity, funnel conversion, win and loss, source and campaign ROI, team leaderboard, weighted forecast and quota attainment, with global filters and click-through to the underlying leads.
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.
Key features
- Full stage-history tracking, populated going forward and backfilled on install
- Pipeline velocity, time in stage, deal aging, sales cycle and a sales-velocity figure
- Funnel with stage-to-stage conversion, win and loss rates and loss-reason breakdown
- Source and campaign ROI, team leaderboard and weighted forecast by close month
- Sales targets with a quota-attainment gauge, plus rotting-deal and overdue-activity views
- Global filter bar across period, team, salesperson, stage, source and grade
- Every KPI, chart bar and row clickable, opening the exact leads behind the number
- Respects record access, so reps see their pipeline and managers see everything
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.
Frequently asked questions
Does Odoo track how long a deal spends in each pipeline stage?
Standard Odoo only keeps the date of the last stage change, not the full history. CRM Pipeline Dashboard records every stage transition into its own log, so it can show real time in stage, stage-to-stage conversion and sales velocity. Existing leads are backfilled on install so you have data from day one.
What does the CRM dashboard actually show?
Six sections: pipeline overview with headline KPIs and a stage funnel, velocity and deal aging, win and loss with loss reasons, source and campaign ROI, a team leaderboard, and a weighted forecast with quota attainment. Thirteen charts in all, plus rotting-deal and overdue-activity views.
Can I drill from a number down to the actual leads?
Yes. Every KPI, chart bar and table row is clickable and opens the exact filtered list of leads behind it, and the count always reconciles with the figure shown. The dashboard is built so the numbers are never a black box you cannot verify.
Can I filter the whole dashboard?
A global filter bar re-queries every section at once by period (month, quarter, year or a custom date range), team, salesperson, stage, source and lead grade, so you can focus on one rep, one team or one campaign and every chart updates together.
Will a salesperson see other people's deals?
No. Every figure is computed under the user's own record access, so a salesperson sees only their pipeline while a manager sees the whole team. Sales-target configuration is read centrally, but the achieved numbers still respect who can see which leads.
Which Odoo versions does this module support?
Use the version selector at the top of this page to pick your Odoo release. Each branch is published as its own listing for that exact version.
Want this in your Odoo?
See the full feature list and screenshots, or talk to our certified Odoo team about setup and customization.
