A clearer view of the day.
What needs attention today? One screen for the day’s follow-ups, pipeline, bookings and collections. I defined the KPIs and configured it in Odoo.
What the team needed
The dashboard answered everyday questions about what was due or overdue, where leads stood and which bookings needed a collection. I set up tiles with filters so staff could see the work relevant to them.
What I documented
I wrote a guide to the KPI definitions so people could interpret the tiles consistently. The dashboard sat alongside the CRM-to-collection process I documented.
Next, systems