Extract end-to-end insights from Odoo data to optimize your business process

Visually analyze every aspect of your sales process, identify trends from reports and dashboards, and derive actionable insights. Make data-driven decisions and increase your sales.

Finance Overview

Slice and dice Odoo data with multiple visualizations.

Slice and dice your Odoo data at will. Make informed decisions with deeper understanding your business activity. Analyze and track Marketing reach, Sales performance, Financial health, HR activity and much more.

Finance Overview & Statements

Finance Overview & Statements

Track the balance sheet of your business and get a bird's eye view of your business' financial health. Breakdown the components (revenue, expenses, accounts, liabilities) in further detail and identify areas to improve the overall financial performance.

Leads Overview

Track the lead conversion funnel at any given time. Monitor the leads (won and lost), revenue (expected and lost) and conversion rate over of your business. Predict the leads expected and dissect the existing leads pipeline by duration and revenue.

Leads Overview
Sales & Purchase Overview

Sales & Purchase Overview

Monitor the sales (orders and revenue) and purchase (orders and amount) up to date. Track the trend of sales and purchases and break them down by source and items.

Human Resource Overview

Gain a comprehensive understanding of your workforce. Keep track of hiring and attrition trends for effective employee management. Get into finer details of employee data in no time.

Human Resource Overview

See the sample dashboards for Odoo Integration and start replicating the same for your business to understand and optimize your sales process.

 

See Odoo Integration Dashboard

Analyze Odoo data, extract key insights, and improve your sales process

 

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    Access pre-built reports & dashboards

    Kick-start your analytics journey instantly with over 50 pre-built reports and dashboards on your sales performance.

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    Analyze Business performance

    Review and analyze your sales representatives' performance and get to know the top sales reps of your organization.

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    Forecast revenue

    Make informed decisions from your KPIs and in turn manage your cash flow, workforce, and resources. Predict business revenue and plan for future growth.

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    Collaborate with team

    Develop & analyze reports together with your sales team. Share and embed your visualizations for wider consumption.

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    Ask Zia and get insights

    Type out your questions, and see Zia, our AI-powered assistant, come up with suitable answers in the form of reports and KPI widgets.

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    Email, export, and print reports

    Export or print reports for offline access. Schedule your reports and dashboards to be emailed automatically to the given recipients.

Other CRM Connectors

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  • Zoho CRM

     
  • HubSpot CRM

     
  • Salesforce CRM

     

Hear from our Happy Customer

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"The Advanced CRM Analytics add-on gave us the ability to analyze the quality of leads we get from many sources, and to pinpoint the source which gives us the best leads conversion rate."

David Saltoon

Holistic CRM

Optimize your business process with Odoo data insights

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