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[IMP] crm: add equation explanation in leads doc

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closes odoo/documentation#9690

X-original-commit: 96f3a3e846
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Parish Bracha (pabr) <pabr@odoo.com>
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Parish Bracha 2024-06-04 09:46:26 -07:00
parent f9f855cd2e
commit 11b77ac549
1 changed files with 16 additions and 0 deletions
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content/applications/sales/crm/track_leads/lead_scoring.rst
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@ -30,6 +30,20 @@ Specifically, Odoo's predictive lead scoring uses the *naive Bayes* probability
P(A | B) = \frac{P(A) \times P(B | A)}{P(B)}
\end{equation}
Breaking down the equation:
- P(A|B) = The probability of a successful lead *in this case*
- P(A) = The overall probability of a lead being successful regardless of the conditions
- P(B|A) = The probability of this being the case given a lead is successful
- P(B) = The probability of this being the case
The term *in this case* refers to the variables that can affect a lead being successful in Odoo.
This can include variables such as the assigned Salesperson, the source of the lead, the language of
the lead, and other historical and demographic data.
Which variables are considered in this calculation can be :ref:`configured
<lead_scoring/configuration>` to tailor the calculation to each business's needs.
The probability of success of each opportunity is displayed on the opportunity form, and it updates
automatically as the opportunity progresses through the CRM pipeline.
@ -40,6 +54,8 @@ automatically as the opportunity progresses through the CRM pipeline.
When an opportunity moves to the next stage, its probability of success automatically increases
according to the predictive lead scoring algorithm.
.. _lead_scoring/configuration:
Configuration
-------------