{% extends "base.html" %} {% load static %} {% block title %}{{ meta_title }}{% endblock %} {% block content %}
Web-first sales cockpit

Compact customer workspace built for lead → quote → won.

Default concept for your Odoo-connected UI: searchable customer/project context, persistent icon-only navigation, and dockable panels for Opportunities, Quotations, Projects, Agenda, and Tasks.

Admin
{% if messages %}
{% for message in messages %}
{{ message }}
{% endfor %}
{% endif %}
Tracked workspaces {{ workspace_count }}

Customer or project contexts accessible from one search bar.

Active deals {{ active_count }}

Fast switching without leaving the main canvas.

Won {{ won_count }}

Deals ready to hand over into project delivery later.

Pipeline value €{{ pipeline_total|floatformat:0 }}

Compact overview for managers and sales reps.

Saved templates

Pick the right focus instantly

{% for value, label in layout_choices %}

{{ label }}

{% if value == 'customer360' %}See opportunity, agenda, projects, and quotation side by side.{% elif value == 'quotation_focus' %}Give most space to the quote editor when speed matters.{% else %}Keep projects and follow-ups visible during planning calls.{% endif %}

{% endfor %}
First workflow widget

Create a sales workspace

Lead intake → detail workspace
{% csrf_token %}
{% for field in create_form %}
{{ field }} {% if field.errors %}
{{ field.errors|join:', ' }}
{% endif %}
{% endfor %}

This creates the customer/project context and opens the single-screen detail view.

Agenda snapshot

Upcoming tasks

{% if upcoming_items %}
{% for item in upcoming_items %}
{{ item.title }}

{{ item.workspace.customer_name }} · {{ item.get_activity_type_display }} · {{ item.due_at|date:"d M H:i" }}

{% endfor %}
{% else %}

Upcoming meetings and actions appear here after you create a workspace.

{% endif %}
{% endblock %}