Introduction

In this article, we will show you how to build a sales dashboard using Odoo. A sales dashboard gives you a bird’s-eye view of the current situation and allows you to better understand your business data. With this tool, you will be able to see your top customers, projects, or products. You can also see which of them are performing well and which ones aren’t doing so well right now based on certain criteria such as the revenue generated by each item mentioned above in order to make sure that all channels are being utilized effectively by everyone involved with sales process such as marketing team, sales reps, managers, etc. We’ll start by explaining what exactly is meant by “sales dashboards” before exploring some ideas on how they can be created with Odoo ERP software

The sales dashboard is a tool that allows you to easily visualize the information about your company’s sales and performance in real-time.

Sales dashboard is a tool that allows you to easily visualize the information about your company’s sales and performance in real time. It can be used to predict future trends and make more informed decisions about your business.

The sales dashboard gives you an overview of all the activities related to sales, including:

• Sales orders;
• Invoices;
• Payments (including bank accounts);

This helps companies to better understand the current situation and predict future trends.

One of the most important things you can do as a business owner is to know your sales performance. Knowing your current situation and predicting future trends helps companies make better decisions, understand the current situation and predict future trends. It also helps in measuring the effectiveness of their sales team, improving the sales process etc.

In Odoo, you can create various dashboards for different purposes and give access to specific people in the organization.

In Odoo, you can create various dashboards for different purposes and give access to specific people in the organization. For example, if you want to show your sales figures for the current quarter on a dashboard, then all sales related data will be displayed on that particular dashboard.

The same goes with other departments like marketing and finance as well.

Let’s explore some of the possibilities and ideas that you can use to build your own sales dashboards.

Let’s explore some of the possibilities and ideas that you can use to build your own sales dashboards.

You can create a dashboard to monitor your sales team performance with Odoo. You may have different dashboards for different purposes: one for the CEO, another for the CFO and so on. The best part is that you can give access to specific people in the organization based on their roles or departmental responsibilities. This ensures only relevant information is displayed on each dashboard depending on who needs it most!

You can create a dashboard to monitor your sales team performance with Odoo

You can create a dashboard to monitor your sales team performance with Odoo.

Odoo Enterprise Resource Planning (ERP) is a full-featured, open-source ERP solution that helps you manage your business from sales to finance and HR. It offers several dashboards for you to create and monitor your business performance, which includes Sales Dashboard, Customers Dashboard and Products Dashboard.

Conclusion

If you want to create your own sales dashboards with Odoo, then we recommend that you start by reading this article. We will cover how to set up the right structure and what kind of data should be included. Furthermore, we will also look at some examples of how other companies have created their own sales dashboards using Odoo ERP so that it can serve as inspiration for your own project!