KPI Cockpit - Sales
Sales and order-to-cash at a glance.
Four ready-made sales boards for the KPI Cockpit: a sales overview, an order-to-cash board that shows where confirmed orders wait for their invoice and which quotations went cold, a board with your own figures and a team leaderboard. A click on a figure opens the orders behind it. The module installs itself next to the cockpit and Sales.
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.
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People search
stale quotations
Sales boards
Stale quotations: open for more than 15 days.
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AI asks
eq.helper.doc.get_capability_card(
"eq_kpi_cockpit_sale") The module card lists the shipped boards, the source models and the special computations, so an assistant knows what each figure means before it answers.
“Which quotations went cold?”
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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
Where orders get stuck before the invoice
The order-to-cash board counts the confirmed orders that wait for an invoice, adds up the amount not yet invoiced and shows the share of fully invoiced orders. It also measures how many days pass from quotation to order.
- Orders awaiting invoice, amount to invoice, fully invoiced rate
- Upsell opportunities: more delivered than ordered
- Order value distribution in five ranges and invoicing status as charts
Sales against the previous period
The overview shows sales, order count and average order value, each compared with the previous period and coloured green or red. A chart ranks the salespeople against their own previous period; another shows how concentrated your revenue is.
- Customer concentration: share of sales from the ten biggest customers
- Sales per month for the last 12 months
- Orders by status for everything created in the period
Your own figures and the team ranking
The board "My Performance" shows only your own figures: sales, orders, average order value, sales cycle, stale quotations and your best customers. The board "Team Leaderboard" names the top performer, the biggest deal and the salesperson who improved most against the previous period, shows what discounts cost and ranks salespeople, win rates and products.
- Leader tiles name the person, with value and share of the total
- Rankings: salespeople, win rate per salesperson, top products, your best customers
- The Sales Overview gains a salesperson ranking and a top products ranking
For the sales team, adaptable without code
The boards are visible to sales users, and each figure follows the user's own access rights: a salesperson who sees only their own documents sees figures over their own documents. Administrators change filters, such as the 15 days after which a quotation counts as stale, in normal forms.
- Worklists: orders to invoice, stale quotations, biggest open quotations
- Changes survive module updates
- Copy a board as the template for your own variant
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: Sales Overview, Order to Cash Health, My Performance and Team Leaderboard, together 41 widgets. The order-to-cash board covers the way from quotation to invoice; it contains no payment figures. In a German interface the boards are called "Vertrieb im Überblick", "Auftrag bis Zahlung", "Meine Leistung" and "Team-Rangliste".
What are the dependencies?
Requires the Odoo modules eq_kpi_cockpit (KPI Cockpit, Equitania) and sale (Sales). 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.
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_sale.
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.