KPI Cockpit - CRM
Pipeline, forecast and team performance at a glance.
Four ready-made CRM boards for the KPI Cockpit: pipeline overview, sales forecast, team performance and lead sources. They show what your pipeline is worth, which deals close this month, which are overdue or stalled, who leads the team and which sources and campaigns bring leads that turn into business. A click on a figure opens the records behind it. The module installs itself next to the cockpit and CRM.
The help for this module is findable — for people and for AI
A help page ships with the module, in German and English. Full-text search finds it from inside Odoo.
|
People search
stalled deals
CRM boards
Stalled deals: no stage change for 14 days.
|
AI asks
eq.helper.doc.get_capability_card(
"eq_kpi_cockpit_crm") The module card lists the shipped boards, their source models and how each figure is defined, so an assistant knows what a figure means before it answers.
Which deals are stalled?
|
Full-text search and the module card are provided by the module Help Docs (eq_helper). This module ships the content — no extra configuration.
Features
Your pipeline and your win rate
The pipeline overview shows the value of the open pipeline and the weighted pipeline, the average deal size and the win rate, plus the days from creation to assignment and to closing. A tile names the top performer; two rankings show lost reasons and a salesperson leaderboard.
- Pipeline by stage, win rate per month, pipeline per salesperson
- Lost reasons with the number of deals and the value lost
- Open opportunities, biggest first, as a worklist
A forecast you can act on
The forecast board shows what is expected to close this month and the revenue expected in the next 90 days. It counts the deals that are overdue and the ones without a stage change for 14 days, and lists both so someone can follow up.
- Expected revenue per month and expected MRR per stage
- Overdue to close and stalled deals as figures and as worklists
- Deals closing soon as a worklist
Who leads the team
The team board names the top team and the top performer and compares pipeline, win rate and deal size per team and per salesperson. Meetings linked to opportunities follow the board period.
- Team pipeline comparison, open deals by priority, win rate by team
- Salesperson and team rankings: pipeline, open and won deals, win rate, average deal
- Upcoming meetings as a worklist
Where your leads come from
The lead-source board counts the new leads and the rate at which they become opportunities, and names the top source and the top campaign. A ranking compares campaigns by leads, opportunities, won value and conversion.
- Leads by source and by medium, new leads per week
- Recent leads as a worklist
- The conversion rate counts records created as opportunities; without the separate Leads step it shows 100 %
Frequently Asked Questions
Which Odoo editions are supported?
The module runs on Odoo Community and Odoo Enterprise, version 19.0 — self-hosted or on Odoo.sh. Odoo Online, the hosted SaaS edition, does not accept apps from the store, so no third-party module can run there.
Which boards are included?
Four: CRM Pipeline Overview, CRM Sales Forecast, CRM Team Performance and CRM Lead Sources, together 45 widgets. In a German interface the boards are called "CRM-Pipeline im Überblick", "CRM-Vertriebsprognose", "CRM-Teamleistung" and "CRM-Lead-Quellen".
What are the dependencies?
Requires the Odoo modules eq_kpi_cockpit (KPI Cockpit, Equitania) and crm (CRM). Odoo installs them automatically; this module installs itself as soon as both are present. It needs no Python package.
Who sees the boards?
Users of the KPI Cockpit who belong to the sales group "User: Own Documents Only" or a group above it. The figures follow each user's own access rights and record rules.
How is the win rate calculated?
As the share of won among the opportunities decided (won or lost) in the period, dated by the closing date. Lost opportunities are archived in Odoo; the win rate and the lost reasons include them.
What does the conversion rate on the lead sources board show?
The share of opportunities among the records created in the period. If your CRM does not use the separate Leads step, it is 100 %.
Can I change the boards?
Yes, with the group "KPI Cockpit / Administrator" under KPI Cockpit → Configuration. The boards are loaded once, so your changes are kept when the module is updated.
What is the technical name?
eq_kpi_cockpit_crm.
Will it work after an Odoo update within the same major version?
Yes, within 19.0.x. Major version upgrades are delivered as a new module version.
Do you provide support?
Yes. Contact support@equitania.de or the support portal https://support.equitania.de.
Support · Kontakt
We are happy to support you · Wir unterstützen Sie gerne.
Weiherstraße 13
75173 Pforzheim
Deutschland · Germany
Telefon: +49 7231 16 604 0
Telefax: +49 7231 16 604 200
Homepage: www.ownerp.com
Support: support.equitania.de
E-Mail: support@equitania.de
EN · All information on this page is provided for product description purposes only and is not legally binding. It constitutes neither a guarantee of quality nor an assurance of any particular scope of functions, fitness for a particular purpose or specific results; only the contractual agreements and the scope of delivery of the version actually installed are authoritative. Screenshots show example configurations. This description was written with AI assistance and was reviewed and approved before publication; the German version prevails.