A CRM only works if the team uses it. This module measures that: who logs calls and meetings, who updates their pipeline, and who is on track against their yearly target.
What it does
- CRM Usage Dashboard and report: activities created and done, opportunities touched, per salesperson and period.
- Sales Leaderboard across salespeople and teams.
- Pipeline Health: stale opportunities, missing next activities, overdue closings.
- Yearly sales targets per salesperson with progress.
How it is used
- Set yearly targets per salesperson.
- Open CRM › Sales Intelligence for the dashboards.
- Use pipeline health in the weekly sales meeting.
Who it is for
Sales managers who want adoption and performance in one place.
Requirements: Odoo 19 CRM and Sales.