Interactive CRM dashboard inside the CRM app: pipeline value, weighted pipeline, win rate, new leads, stage funnel, salesperson and team performance and lead trends.
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.
Key features
- Live KPI tiles for open opportunities, pipeline value, weighted pipeline and more
- 10 interactive charts including pipeline by stage, by salesperson and by team
- Click any KPI tile or chart segment to open the exact Odoo records behind it, already filtered
- One-click date ranges (Today, This Month, This Quarter, This Year, Last 12 Months or custom) re-query every chart at once
- Full dark mode: KPIs, charts, tooltips and cards stay readable when Odoo is in dark mode
- Monetary figures shown in your company currency with thousands separators
- Sits as the first item inside the app menu, so your team lands on it first
- Installs the free Company Overview module automatically for a single cross-app executive view
- Respects record access: every figure is read as the logged-in user
Who it's for
Sales leaders and CRM teams who run their pipeline in Odoo and want their key numbers on the first screen of the app instead of building custom pivot and graph views. It suits any company that manages their pipeline in Odoo and needs live KPIs, trends and breakdowns that drill straight down to the records. It is part of the CODEerts dashboard suite and installs the free Company Overview for a cross-app view.
Frequently asked questions
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 I click a chart to see the opportunities behind it?
Yes. Every KPI tile and chart segment is clickable and opens the underlying opportunities already filtered, so you move from a number straight to the records.
Does the Odoo CRM dashboard work in dark mode?
Yes. The whole dashboard is theme aware, so KPIs, charts, tooltips and cards stay readable when Odoo is switched to dark mode.
Which Odoo versions are supported?
It is maintained for current major Odoo versions and works on both Community and Enterprise. Use the version selector at the top of this page to pick your Odoo release.
Want this in your Odoo?
See the full feature list and screenshots, or talk to our certified Odoo team about setup and customization.
