CRM Spreadsheet Dashboard
Analyze sales pipeline and forecast revenue with interactive dashboard
CRM Dashboard Overview
Spreadsheet Dashboard for CRM in Odoo 19 provides tools for sales pipeline analysis, revenue forecasting and team performance tracking. Integrate real-time CRM data with spreadsheet formulas to create interactive dashboards and in-depth analytical reports.
Key points
• Pipeline dashboard with visualization by stages and probability
• Revenue forecast based on expected revenue and historical conversion
• Conversion rate analysis from lead to opportunity to won
• Salesperson performance dashboard with win rate and deal size
• Lead source analysis to optimize marketing spend
• Sales funnel visualization with drop-off rates
• Activity tracking dashboard for follow-up management
• Win/loss analysis to identify improvement areas
Terminology Reference
Key terminology in CRM Dashboard:
| Vietnamese | English | Description |
|---|---|---|
| Pipeline | Sales Pipeline | Sales process from lead to closed deal |
| Dự báo doanh thu | Revenue Forecast | Predict future revenue based on pipeline |
| Tỷ lệ chuyển đổi | Conversion Rate | Rate of conversion from one stage to another |
| Tỷ lệ thắng | Win Rate | Rate of opportunities converted to successful orders |
| Giá trị đơn trung bình | Average Deal Size | Average value of won deals |
| Phễu bán hàng | Sales Funnel | Visualization of pipeline by stages |
| Nguồn lead | Lead Source | Channel where lead came from (website, referral, ads) |
| Thời gian chốt đơn | Sales Cycle Length | Average time from lead to won |
| Cơ hội | Opportunity | Qualified lead with purchase potential |
| Stage | Stage | Phase in pipeline (New, Qualified, Proposition, Won) |
| Expected Revenue | Expected Revenue | Expected revenue = Value × Probability |
| Velocity | Pipeline Velocity | Speed of opportunities moving through pipeline |
Pipeline Analysis Dashboard
Analyze sales pipeline with visualization by stages, probability and expected revenue.
Steps
1. Create new dashboard with "Pipeline Analysis" template
2. Use ODOO.CRM.PIPELINE() to get opportunities data
3. Create columns: Stage, Count, Total Value, Expected Revenue, Probability
4. Add funnel chart displaying opportunities by stages
5. Create bar chart comparing expected revenue by stages
6. Add trend line tracking pipeline value over time
7. Calculate pipeline velocity: Average days in each stage
8. Set up drill-down to individual opportunities
Revenue Forecast Dashboard
Forecast revenue based on current pipeline and historical conversion rates.
Key points
• Line chart displaying forecast vs actual revenue by month
• Confidence intervals for forecast (best/expected/worst case)
• Comparison with sales targets and quotas
• Breakdown forecast by team, product, or region
| Metric | Formula | Description |
|---|---|---|
| Current Pipeline Value | SUM(ODOO.CRM.PIPELINE().value) | Total value of all opportunities |
| Expected Revenue | SUM(value × probability) | Weighted expected revenue |
| Historical Win Rate | Won / (Won + Lost) | Historical win rate |
| Adjusted Forecast | Expected Revenue × Win Rate | Forecast adjusted by history |
| Best Case | SUM(opportunities > 50% probability) | Best case scenario |
| Worst Case | SUM(opportunities > 80% probability) | Worst case scenario |
Conversion Rate Analysis
Analyze conversion rates across stages to identify bottlenecks in pipeline.
Key points
• Use ODOO.CRM.CONVERSION() to get conversion data
• Calculate conversion rate between each consecutive stage pair
• Lead to Opportunity conversion rate
• Opportunity to Quotation conversion rate
• Quotation to Won conversion rate
• Overall Lead to Won conversion rate
• Sankey diagram displaying flow and drop-off rates
• Identify stages with lowest conversion to focus improvement
• Compare conversion rates by salesperson, team, product
• Trend analysis to track improvement over time
Salesperson Performance Dashboard
Dashboard evaluating individual performance with key metrics and rankings.
Key points
• Ranking table with sorting by different metrics
• Spider chart comparing salesperson across multiple dimensions
• Activity metrics: Calls made, Meetings held, Emails sent
• Sales cycle length comparison
• Pipeline coverage: Current pipeline vs monthly quota
• Trend charts showing performance over time
• Goal achievement percentage with visual indicators
| Salesperson | Opportunities | Won | Win Rate | Avg Deal Size | Total Revenue |
|---|---|---|---|---|---|
| John Doe | 45 | 18 | 40% | $15,000 | $270,000 |
| Jane Smith | 38 | 20 | 53% | $12,500 | $250,000 |
| Bob Johnson | 52 | 15 | 29% | $18,000 | $270,000 |
Lead Source Analysis
Analyze effectiveness of lead sources to optimize marketing investment.
Key points
• Use ODOO.CRM.LEAD.SOURCE() to group leads by source
• Metrics for each source: Count, Conversion Rate, Avg Deal Size, Total Revenue
• ROI calculation if cost data available for each source
• Pie chart displaying lead distribution by source
• Bar chart comparing revenue by source
• Conversion funnel breakdown by source
• Time-to-close analysis by source
• Recommendations for marketing budget allocation
Sales Funnel Visualization
Sales funnel visualization with drop-off rates and conversion metrics.
Key points
• Funnel chart with width proportional to count or value
• Highlight stages with highest drop-off rates
• Comparison with industry benchmarks
• Historical trend of funnel shape
| Stage | Count | Value | Conversion from Previous | Drop-off Rate |
|---|---|---|---|---|
| Leads | 1000 | $10M | - | - |
| Qualified | 400 | $6M | 40% | 60% |
| Proposition | 200 | $4M | 50% | 50% |
| Negotiation | 100 | $2.5M | 50% | 50% |
| Won | 60 | $1.8M | 60% | 40% |
Activity Tracking Dashboard
Track activities and follow-ups to ensure timely engagement with prospects.
Key points
• Use ODOO.CRM.ACTIVITY() to get activity data
• Overdue activities list with priority and assigned user
• Planned activities calendar view
• Activity completion rate by salesperson
• Activity type distribution: Calls, Meetings, Emails, To-dos
• Correlation analysis: Activities vs Win Rate
• Average response time to new leads
• Follow-up frequency analysis
Win/Loss Analysis
Analyze win and loss reasons to improve sales strategy.
Key points
• Pie chart displaying distribution of lost reasons
• Trend analysis of lost reasons over time
• Win reasons analysis to identify strengths
• Competitor analysis: Which competitors are winning
• Product/service analysis: What sells best
• Actionable insights and recommendations
| Lost Reason | Count | Lost Value | Percentage | Action |
|---|---|---|---|---|
| Too Expensive | 45 | $1.2M | 35% | Review pricing strategy |
| Competitor | 30 | $800K | 23% | Competitive analysis |
| No Answer | 25 | $600K | 19% | Improve follow-up |
| Not Interested | 20 | $500K | 15% | Better lead qualification |
| Other | 10 | $300K | 8% | Investigate further |
Best Practices
Tips to optimize CRM dashboard:
Key points
• Update pipeline data daily to ensure forecast accuracy
• Set realistic probability percentages for each stage
• Track activities consistently to improve correlation analysis
• Review lost reasons regularly and take corrective actions
• Use dashboard in sales meetings to drive accountability
• Compare individual performance with team averages
• Set up alerts for stale opportunities (no activity > 30 days)
• Analyze seasonal trends to improve forecasting
• Segment analysis by product, region, industry for deeper insights
• Export dashboard for executive presentations