CRM Dashboard

Sales managers need a quick picture of pipeline health and target progress. This module adds a Dashboard menu in the CRM app that draws charts of leads, monthly goals and campaigns. Salespeople get a personal target and managers compare achievement with it. It works with CRM and Sales so that won orders feed the achieved amounts. The result is a single visual screen instead of many reports.

1. 1

   Open the dashboard

   From the CRM app the user opens the Dashboard menu. A client action loads charts and figures. The view depends on the user's permissions.

   • Menu: Dashboard
   • Client action
   • Permission-based view
2. 2

   Set salesperson targets

   On the user form a Target field stores the yearly sales goal. Teams can also carry a lead-state reference. The dashboard uses these figures for comparison.

   • Field: Target
   • Model: res.users
   • Team lead-state field
3. 3

   Leads by stage and month

   Charts show leads grouped by stage and by month. Users see where opportunities pile up and how volume evolves. Figures follow the selected filter.

   • Group by stage
   • Group by month
   • Filter aware
4. 4

   Targets versus achieved

   Monthly goals and achieved amounts are compared with the annual target. Achievement is computed from won orders. Gauges show annual, year-to-date, won and difference values.

   • Annual Target
   • YtD Target
   • Achieved Won, Difference
5. 5

   Sources and campaigns

   Pie charts split leads by source and by campaign. A campaign ratio field shows each campaign's share. Marketing uses it to judge which channels work.

   • Pie by source
   • Pie by campaign
   • Field: total_ratio
6. 6

   Confirmed orders feed the figures

   When a sales order is confirmed the module updates the achievement of the opportunity. Monthly achievement stays up to date without manual entry. Managers see progress in real time.

   • Fields: Monthly Goal, Monthly Achievement
   • Updated on Confirm
   • Real-time figures

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