Odoo Module upgradation and dashboard development

I already run Odoo 17 in production but several key areas need polishing and expansion. The immediate focus is on the Sales & CRM and Projects modules. I want both to feel fully native to v17 while giving my team the power features they keep asking for.

Sales & CRM goals
• Advanced reporting: pivot and graph views that drill all the way down to the raw record, plus export-ready layouts for management reviews.
• Custom workflows: stage-by-stage automation, conditional approvals, and role-based activities that reflect our real-world sales process.
• Dashboard integration: high-level KPIs surfaced in the Odoo backend and, where possible, pushed to external BI tools through the standard Odoo API.

Projects module goals
• Bring the same workflow consistency we’ll build for CRM into task management.
• Cross-link projects and opportunities so sales hand-offs are fully traceable.
• Make sure everything looks and performs like a first-party Odoo 17 feature.

Technical notes
– I prefer solutions built strictly with standard Odoo development best practices (Python, XML, ORM, qWeb, Owl).
– Any custom fields or models must be migration-safe for future Odoo releases.
– Unit tests for core business logic are a must; simple demo data for acceptance testing is appreciated.

Acceptance criteria
1. All new views, reports, and workflow actions install cleanly on a fresh Odoo 17 database.
2. No warnings in the server log when modules are loaded at INFO logging level.
3. Documentation: brief setup guide and in-code comments for every complex method.
4. A short video or live hand-off session walking through the finished features.

If you have proven experience extending Odoo 17 and can deliver these outcomes, let’s move forward.