Pipeline, revenue and win rate, live on one dashboard.
Pre-built, role-based CRM dashboards for Sales Managers, Sales Reps and Revenue Operations, with drill-down analytics, KPI targets and one-click export — ready the moment the app is installed.
The problem
Odoo's native CRM reporting forces sales managers to bounce between the pipeline kanban, list filters and separate pivot views just to answer one question: how is the sales org doing right now? Assembling that picture manually eats time every morning, and most add-on dashboards on the market just repackage the same built-in views with no pre-built templates and no drill-down.
The solution
CRM Dashboard installs with ready-to-use, role-based dashboards for Sales Managers, Sales Reps and Revenue Operations, each pre-loaded with the KPIs, pipeline stages, revenue trend and leaderboards that role actually needs. Every tile, chart and table drills straight down to the underlying leads, deals and customers, and one click exports the whole view to PDF or Excel.
Everything a sales dashboard should do
Every capability below is implemented in the module.
Pre-built role-based dashboards
Ready-made dashboards for Sales Manager, Sales Rep and Revenue Operations roles appear the moment the app is installed — no configuration, no setup wizard.
KPI tiles with targets and alerts
Configurable KPI tiles track open pipeline, won revenue, invoiced amount and lead count, with optional targets and threshold flags that surface when a metric is off track.
Pipeline and revenue-trend charts
Pipeline-by-stage breakdowns and a six-month revenue trend give managers the shape of the business without opening a separate report.
Win/loss and lost-reasons analysis
A live win-rate donut and a lost-reasons breakdown show not just how much is won, but why deals are lost, so teams can act on the pattern.
Leaderboard and top customers
A sales leaderboard ranks reps by pipeline and won revenue, and a top-customers table surfaces the accounts driving the business.
Recent activity feed
A chronological activity feed keeps momentum visible, so users see what happened today, not just cumulative totals.
Click-through drill-down
Every KPI tile, chart segment and table row drills straight down to the underlying leads, opportunities or customers behind it — analyse, then act, without leaving the dashboard.
One-click PDF and Excel export
Export any dashboard to a polished PDF report or an Excel workbook in a single click, ready for a meeting or a follow-up email.
Dark/light theme, saved per user
Each user can toggle between dark and light themes and personalise their period and KPI set — the dashboard remembers their setup on every visit.
How it works
Install the app
CRM Dashboard installs on top of your existing CRM and Sales data — no data migration, no separate setup.
Open your dashboard
Sales Managers, Reps and Revenue Operations each land on a pre-built dashboard scoped to their role, populated with real KPIs immediately.
Drill into the numbers
Click any KPI tile, chart segment or table row to jump straight to the leads, deals or customers behind it.
Export and share
Export the dashboard to PDF or Excel with one click to bring it into a meeting or send to a colleague.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
CRM Dashboard is available for Odoo 17.0, 18.0 and 19.0, on both Community and Enterprise editions.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
CRM Dashboard
Install-and-use, role-based CRM dashboards with pipeline, revenue-trend, win/loss, and leaderboard analytics — every widget drills down to the underlying records.
Buy on Odoo App Store