Everything You Need to Know about CRM Salesperson Dashboard
2 August, 2022 by
Everything You Need to Know about CRM Salesperson Dashboard
Konsultoo, Nitesh Macwan



This module provides the users with a salesperson dashboard that includes various CRM operations. In the default Odoo, you can collect the team wise data whereas our module allows you to analyze various operations of the salesperson such as the purchase and sale data.

How It Works?

First and foremost, go to the Odoo Apps store and install this module. After installing it, go to the sale. Then, click on the Sales menu. Having clicked on it, select the Sales Person option from the drop-down list as shown in the screenshot given below.   





In the second screenshot, you can view the details of CRM such as opportunities, quotations, and invoices with respect to the Salesperson. 


 


Even a salesperson is allowed to view, create new reports, and get a reports overview using an additional view as displayed in the screenshot given below.   





Set a target for an invoice and check the progress bar of the Salesperson's invoice as displayed below.




https://apps.odoo.com/apps/modules/15.0/ksc_salesperson_crm/


 

Everything You Need to Know about CRM Salesperson Dashboard
Konsultoo, Nitesh Macwan 2 August, 2022
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