Hey there,
We're working on a client request to show Revenue, Cost, Expenses and Profit in the Sales dashboard that comes preconfigured.
We want to do it for CRM Lead
We've mapped Total sales, total cost & total revenue in CRM lead via computed fields. Now we need to figure out how can we display it as an interactive spreadsheet dashboard.
If someone got expertise in spreadsheet dashboard, feel free to connect.
Hello,
Yes, this is achievable in Odoo using the Spreadsheet dashboard, but since you're working with custom computed fields on CRM Leads, it requires a structured approach.
You can create a Spreadsheet from the CRM model and use Odoo’s pivot/graph data sources to pull in your custom fields (Revenue, Cost, Profit, etc.). However, for fully interactive and dynamic reporting, you may need to extend the model to ensure these fields are available for reporting (e.g., in pivot views or via a custom reporting model).
In some cases, a small customization is required to properly expose these computed fields to the Spreadsheet engine and build a real-time dashboard.
Hope this works for you! If you need any help implementing this or want a more optimized approach, feel free to reach out for further discussion
Regards,
Zehntech Technologies Inc.
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