Cockpits, pages and widgets

Besides resources, OddenPlugin registers a set of custom Filament pages in Odden\Filament\Pages. Each one is a Livewire component with its own Blade view in the odden-filament::pages.* namespace. Like the resources, a page is only registered when the module it needs is installed (see How modules are detected).

The URLs below assume a panel at /admin.

Each page is only available to users who pass viewAny on the resources whose data it shows, and its write actions check update (or delete) on the record they change. With no policies registered, every panel user can use every page. See Authorization.

Core pages#

Always registered.

Executive Overview#

ExecutiveOverview, at /admin/executive-overview in the Executive group. Its title is "Executive RevOps Command Center".

This page is a read-only dashboard across all modules. It shows:

• Revenue: active pipeline, weighted forecast, closed-won revenue, quota attainment, pipeline coverage, win rate and average deal size.
• A lifecycle funnel and customer health metrics.
• Marketing KPIs and service KPIs.
• High-value deals, at-risk strategic accounts, and stalled deals.
• A rep leaderboard and the top campaigns by attributed revenue.

The timeframe switcher accepts month, quarter (the default), year and all. Metrics for modules that are not installed show as zero or empty.

Data Quality#

DataQuality, at /admin/data-quality in the CRM group.

This page finds duplicate contacts and companies with Odden\Core\Actions\FindDuplicateContactsAction and FindDuplicateCompaniesAction, and shows a data cleanliness score. Each duplicate pair can be merged from the page with MergeContactsAction or MergeCompaniesAction. A merge moves the secondary record's activities, associations, deals and tickets (or contacts, for companies) onto the primary record, merges custom properties, and soft-deletes the secondary.

Sales pages#

Registered when getodden/crm-sales is installed.

Sales Cockpit#

SalesCockpit, at /admin/sales-cockpit. It is the first item in the Sales group, and its title is "Sales Prospecting Workspace".

This is a rep workspace. It shows the selected rep's tasks (filterable by timeframe), sequence activity, a day-by-day schedule, guided next actions, and a deal list with all, closing and prospecting tabs. A user selector switches the rep being viewed.

These actions write data:

• Advance step calls SalesSequenceEnrollment::advanceStep().
• Complete marks an activity completed.
• Quick touches, the call log modal and the meeting log modal each create an activity on the contact. The call log can also create a follow-up task.
• Start on guided actions acts on the first item in the queue. It advances a sequence step, opens the call modal for the contact (nothing is logged until you save the call), or redirects, depending on the item.

Add-on pages#

Odden Marketing and Odden Service add their own cockpits and pages through Odden\Filament\Support\Modules; they are documented with the add-on.

Pipeline forecast widget#

Odden\Filament\Widgets\DealPipelineForecastWidget is a stats overview widget. It shows four stats from Odden\Sales\Actions\CalculatePipelineForecastAction: Open Pipeline, Weighted Forecast, Closed Won and Win Rate, with average deal size.

It appears at the top of the deals list page. The plugin doesn't add it to your dashboard, but you can register it on your panel yourself (this requires getodden/crm-sales):

use Filament\Pages\Dashboard;
use Filament\Widgets\AccountWidget;
use Odden\Filament\OddenPlugin;
use Odden\Filament\Widgets\DealPipelineForecastWidget;

return $panel
    // ...
    ->plugins([
        OddenPlugin::make(),
    ])
    ->pages([
        Dashboard::class,
    ])
    ->widgets([
        AccountWidget::class,
        DealPipelineForecastWidget::class,
    ]);

The widget has a public ?int $pipelineId property, which defaults to null. That value is passed to CalculatePipelineForecastAction::execute(). Money values are formatted with a hard-coded $ sign.