70 lines
2.5 KiB
ReStructuredText
70 lines
2.5 KiB
ReStructuredText
![]() |
=================================
|
||
|
Get an accurate probable turnover
|
||
|
=================================
|
||
|
|
||
|
As you progress in your sales cycle, and move from one stage to another,
|
||
|
you can expect to have more precise information about a given
|
||
|
opportunity giving you an better idea of the probability of closing it,
|
||
|
this is important to see your expected turnover in your various reports.
|
||
|
|
||
|
Configure your kanban stages
|
||
|
============================
|
||
|
|
||
|
By default, Odoo Kanban view has four stages: New, Qualified,
|
||
|
Proposition, Won. Respectively with a 10, 30, 70 and 100% probability of
|
||
|
success. You can add stages as well as edit them. By refining default
|
||
|
probability of success for your business on stages, you can make your
|
||
|
probable turnover more and more accurate.
|
||
|
|
||
|
.. image:: media/turnover01.png
|
||
|
:align: center
|
||
|
|
||
|
.. image:: media/turnover02.png
|
||
|
:align: center
|
||
|
|
||
|
Every one of your opportunities will have the probability set by default
|
||
|
but you can modify them manually of course.
|
||
|
|
||
|
Set your opportunity expected revenue & closing date
|
||
|
====================================================
|
||
|
|
||
|
When you get information on a prospect, it is important to set an
|
||
|
expected revenue and expected closing date. This will let you see your
|
||
|
total expected revenue by stage as well as give a more accurate probable
|
||
|
turnover.
|
||
|
|
||
|
.. image:: media/turnover03.png
|
||
|
:align: center
|
||
|
|
||
|
See the overdue or closing soon opportunities
|
||
|
=============================================
|
||
|
|
||
|
In your pipeline, you can filter opportunities by how soon they will be
|
||
|
closing, letting you prioritize.
|
||
|
|
||
|
.. image:: media/turnover04.png
|
||
|
:align: center
|
||
|
|
||
|
As a sales manager, this tool can also help you see potential ways to
|
||
|
improve your sale process, for example a lot of opportunities in early
|
||
|
stages but with near closing date might indicate an issue.
|
||
|
|
||
|
View your total expected revenue and probable turnover
|
||
|
======================================================
|
||
|
|
||
|
While in your Kanban view you can see the expected revenue for each of
|
||
|
your stages. This is based on each opportunity expected revenue that you
|
||
|
set.
|
||
|
|
||
|
.. image:: media/turnover05.png
|
||
|
:align: center
|
||
|
|
||
|
As a manager you can go to :menuselection:`CRM --> Reporting --> Pipeline Analysis`
|
||
|
by default *Probable Turnover* is set as a measure. This report will take
|
||
|
into account the revenue you set on each opportunity but also the
|
||
|
probability they will close. This gives you a much better idea of your
|
||
|
expected revenue allowing you to make plans and set targets.
|
||
|
|
||
|
.. image:: media/turnover06.png
|
||
|
:align: center
|