01 · Import workspace
Bring in the latest Odoo data
Each lead and message is matched before it is saved, so reports stay accurate across every upload.
Ready. Select the raw Odoo lead export to begin.
Column mapping needed
Data safety built in
- Lead ID and Message ID ensure re-uploaded records are never counted twice.
- System notifications and automated acknowledgements are excluded from follow-up totals.
- Add the Odoo Tags and Message Author fields for full tag and employee reporting.
Live reporting
All saved history
Lead performance overview
0Total Leads
0Meaningful Messages
-First Activity
-Last Activity
0Interested
0Callback
0Not Connected
0Stale Leads
Explore the data
Use filters to focus on the people and follow-ups that need attention.
Quick insights
What is driving the current reportTop Stages
- No data yet
Employee Activity
- No data yet
Top Tags
- No data yet
Detailed view
No file selected
Lead conversations
Cleaned leads will appear here before download.
| Flag | Opportunity | Contact | Phone Number | City | Salesperson | Stage | Conversation Status | Sales Signal | Next Action | Follow-up | Tags | Last Activity | Messages | Follow-up History |
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