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KPIs to track in Odoo CRM 0
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02 August 2025
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16 August 2025
August 15, 2025 by demo2_w5y44m in Odoo ERP

Managing a team’s output isn’t about running a tight ship, it’s about creating clarity, trust, and good workflow habits that help everyone move in the same direction. Odoo’s Project Module can make this process much smoother, but like any tool, its effect depends on how it’s used day to day.

Organizing Work, Step by Step

Start by breaking down your main work streams. In Odoo, each project can be split into smaller tasks, which are then assigned out with clear deadlines and owners. For example, instead of having “Website Launch” as a single line item, you’d list design, content, SEO, development, and QA as separate tasks. Each gets its own timeline and person in charge.

This granular approach means every team member knows exactly what needs to be done at what’s the timeline. Missed steps are less likely—and progress is visible at a glance, cutting down on time spent in status meetings.

Keeping Conversations on the Record

One thing that can derail a project is scattered communication. Odoo centralizes conversations by allowing comments right on each task. If the marketing team needs new graphics, the task can directly be assigned to the design team eliminating the need to searching old emails to find what was agreed on.

Using the built-in chat, teams share files, updates, and feedback directly where they do the work. Announcements go up on the Project Wall so that they’re never lost in a flood of unrelated messages.

Progress You Can Actually See

Odoo’s Kanban board is something even visual thinkers appreciate. Drag tasks from “To Do” to “In Progress,” and finally to “Done.” This hands-on movement gives a real sense of achievement and clarifies which items need attention. For projects with dependencies—where one thing can’t start before another finishes—the Gantt chart lays out tasks along a timeline to spot potential clashes long before they’re a problem.

Live dashboards offer a broad view: Is the team ahead of schedule? Who’s overloaded? This kind of transparency helps catch bottlenecks or risks mid-sprint, rather than at the end.

Making Time Count

Every task in Odoo can have timesheet entries. Instead of guessing where the week went, employees log the hours spent on each part of a project. For the team lead, these reports highlight not just who is busiest, but which types of work take more time than expected. Over time, this information shapes better planning and more realistic deadlines.

According to a recent industry survey, more than half of professionals believe that automating administrative tasks could save them five or more hours a week—time that could go into moving projects forward.

Less Noise, More Signal

Each team member’s dashboard filters out noise; only what’s assigned to you or your group shows up. Quick filters give instant access to “My Tasks” or allow a manager to see all tasks for a given client. This keeps focus where it matters.

Connecting the Dots

The strength of Odoo is in how its modules connect. Work completed in Projects can tie directly to HR (performance reviews or timesheets), Sales (so won deals turn into actionable work), and Invoicing (so billable hours are captured and billed with minimal effort). When a system works together like this, it acts as a single source of truth for the whole business.

Adapting, Not Forcing

Every team is different. Odoo’s Project Module lets you fine-tune workflows—customize your Kanban stages, design sprint cycles, or automate reminders for recurring work. This flexibility means the tool fits the team, not the other way around.

Final Take

Getting the most from a tool like Odoo isn’t about having the fanciest features—it’s about using them to encourage habits of communication, accountability, and clarity. Break your work down, keep conversations attached to the task, and let data guide your decisions. Over time, the difference shows not just in project delivery rates, but in team morale.

“Teams lose up to 60% of their time on ‘work about work’—administrative overhead that could be streamlined with centralized project tools.”

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