[ADD] crm: expected revenue report doc
closes odoo/documentation#7980 Signed-off-by: Zachary Straub (zst) <zst@odoo.com> Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com> Co-authored-by: Zachary Straub <zst@odoo.com>
@ -8,3 +8,4 @@ Analyze performance
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:titlesonly:
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performance/win_loss
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performance/expected_revenue_report
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=======================
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Expected revenue report
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=======================
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*Expected revenue* is the total cash value of leads that are expected to close by a certain date,
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usually the end of the current month.
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An *expected revenue report* compiles all active leads in a sales pipeline that have a set expected
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closing date, and compares how sales teams are performing in a given time frame.
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.. image:: expected_revenue_report/expected-revenue-closing.png
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:align: center
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:alt: Close up of the expected closing date on a lead in the CRM app.
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By pulling a monthly expected revenue report, sales managers can see which team members are reaching
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their goals, and who may need additional assistance to close valuable deals.
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Create an expected revenue report
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=================================
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To create an expected revenue report, first navigate to :menuselection:`CRM app --> Reporting -->
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Pipeline`. This opens the :guilabel:`Pipeline Analysis` dashboard.
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.. important::
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The *Pipeline Analysis* dashboard includes several filters in the search bar by default. Remove
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these before adding any additional custom filters.
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On the top-left of the report, click :guilabel:`Measures`, then select :guilabel:`Expected Revenue`
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from the drop-down menu.
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At the top of the page, click the :guilabel:`🔻(triangle pointed down)` icon to the right of the
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:guilabel:`Search...` bar to open the drop-down menu that contains :guilabel:`Filters`,
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:guilabel:`Group By`, and :guilabel:`Favorites` columns. Under the :guilabel:`Filters` column, click
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:guilabel:`Add Custom Filter`, which opens an :guilabel:`Add Custom Filter` pop-up window.
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.. _expected_revenue_report/custom-filters:
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Add custom filters
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------------------
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In order to generate an expected revenue report, filters need to be created for the following
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conditions:
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- :ref:`Expected closing date <expected_revenue_report/closing-date>`: limits results to only
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include leads expected to close within a specific time frame.
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- :ref:`Exclude unassigned leads <expected_revenue_report/unassigned-leads>`: excludes leads
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without an assigned salesperson.
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- :ref:`Specific sales teams <expected_revenue_report/sales-team>`: limits results to only include
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leads assigned to one or more sales teams. This filter is optional and should not be included if
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the report is intended for the entire company.
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.. _expected_revenue_report/closing-date:
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Add filter for expected closing date
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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On the :guilabel:`Add Custom Filter` pop-up window, click into the first field of the new rule.
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Type `Expected Closing` into the :guilabel:`Search...` bar, or scroll to select it from the list.
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Click in the second field and select :guilabel:`is set`. This limits the results to only include
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leads where an estimated closing date is listed.
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Next, click the :guilabel:`➕ (plus)` icon to the right of the rule to duplicate it.
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.. tip::
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Using the :guilabel:`➕ (plus)` icon makes it easy to add multiple rules based on the same
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filter.
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In the second field of the new rule, select :guilabel:`is between` from the drop-down menu. This
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creates a set time frame during which the expected closing date must occur for leads to be included
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in the results.
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Click in each date field, one at a time, and use the calendar popover window to add both a start and
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end date to the rule. This is usually the beginning and ending of the current month, or fiscal
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quarter.
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.. _expected_revenue_report/unassigned-leads:
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Exclude unassigned leads
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~~~~~~~~~~~~~~~~~~~~~~~~
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After filtering for the expected closing date, add a :guilabel:`New Rule`. Then, click into the new
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rule's first field, and type `Salesperson` in the :guilabel:`Search...` bar, or scroll through the
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list to select it. Click in the rule's second field and select :guilabel:`is set` from the drop-down
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menu. This excludes any results without an assigned salesperson.
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.. _expected_revenue_report/sales-team:
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Add a filter for sales teams
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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.. note::
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This filter is optional. To view results for the entire company, do **not** add this filter, and
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continue to :ref:`View results <expected_revenue_report/view-results>`.
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To limit the results of the report to one or more sales teams, click :guilabel:`New Rule`. Next,
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click the first field for the new rule, and type `Sales Team` in the :guilabel:`Search...` bar, or
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scroll to search through the list to locate it.
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In the rule's second field, select :guilabel:`is in` from the drop-down menu. Selecting this
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operator limits results to the sales teams indicated in the next field.
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Lastly, click into the third field, and either: make a selection from the complete list revealed in
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the popover menu, or type the first few characters of the specific sales team's title to quickly
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find and select it as a parameter.
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.. tip::
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Multiple teams can be added to the `Sales Team` rule, where each parameter is treated with an
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"or" (e.g. "any") operator in the search logic.
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.. image:: expected_revenue_report/custom-filters.png
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:align: center
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:alt: Add Custom Filters pop-up window with custom filters configured for expected revenue
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report.
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.. _expected_revenue_report/view-results:
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View results
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============
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At the top of the :guilabel:`Add Custom Filter` form, there is an option to match :guilabel:`any` or
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:guilabel:`all` of the rules. In order to properly run the report, only records that match **all**
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of the following filters should be included. Before adding the filters, make sure :guilabel:`all` is
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selected in this field.
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.. image:: expected_revenue_report/match-all-filters.png
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:align: center
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:alt: Emphasis on the match all filters option on the Add Custom Filter pop-up window.
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At the bottom of the :guilabel:`Add Custom Filter` form, click :guilabel:`Add`.
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View options
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------------
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The expected revenue report benefits from utilizing multiple views. The default graph view can be
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used to identify which salespeople are expected to bring in the most revenue, while the list view
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and pivot view provide more detail on specific deals.
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.. tabs::
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.. tab:: Graph view
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The *graph view* is used to visualize data, and is beneficial in identifying patterns and
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trends.
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*Bar charts* are used to show the distribution of data across several categories or among
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several salespeople.
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*Line charts* are useful to show changing trends over a period of time.
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*Pie charts* are useful to show the distribution, or comparison, of data among a small number
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of categories or salespeople, specifically how they form the meaningful part of a whole
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picture.
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The default view for the expected revenue report is the bar chart, stacked. To change to a
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different graph view, click one of the icons at the top-left of the report. While both the
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line chart and bar chart are available in stacked view, the pie chart is not.
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.. figure:: expected_revenue_report/graph-view-icons.png
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:align: center
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:alt: Close up view of the graph icons on the Pipeline analysis report in the CRM app.
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Graph view icons in order: bar chart, line chart, pie chart, stacked.
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.. tab:: List view
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The *list view* provides a list of all leads that are expected to close by the designated
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date. Clicking on a lead in list view opens the record for detailed analysis, but many
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insights can be gleaned from the basic view.
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To switch to the list view, click the :guilabel:`≣ (list)` icon at the top-right of the
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report.
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.. image:: expected_revenue_report/list-icon.png
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:align: center
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:alt: Close up of the list view icon in the CRM app.
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To add additional metrics to the report, click the *additional options menu* indicated by the
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:guilabel:`toggle` icon at the top-right of the list.
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.. figure:: expected_revenue_report/toggle-icon.png
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:align: center
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:alt: Close up of the toggle icon in the CRM app.
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Clicking the toggle icon in *list view* opens the *additional options menu*.
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Select any additional metrics from the drop-down menu to add them to the list view. Some
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options that may be useful are :guilabel:`Expected Closing` and :guilabel:`Probability`.
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.. tab:: Pivot view
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The *pivot view* arranges all leads that are expected to close by the designated date into a
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dynamic table.
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To switch to the pivot view, click the :guilabel:`Pivot` icon at the top-right of the report.
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.. image:: expected_revenue_report/pivot-view-icon.png
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:align: center
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:alt: Close up of the pivot view icon in the CRM app.
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When the pivot view is selected for this report, the X-axis lists the stages in
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the pipeline, while the Y-axis defaults to group the results by their creation date. To switch
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these groupings, click the flip access icon (:guilabel:`⇄`) at the top of the report.
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To add additional measures to the report, click the :guilabel:`Measures` button at the
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top-left of the report. Select any additional metrics from the drop-down menu.
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To add a group to a row or column to the pivot view, click the :guilabel:`➕ (plus sign)` next
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to :guilabel:`Total`, and then select one of the groups. To remove one, click the
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:guilabel:`➖ (minus sign)` and de-select the appropriate option.
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Click :guilabel:`Insert in Spreadsheet` to add the pivot view into an editable spreadsheet
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format within the *Dashboards* app. If the Odoo *Documents* app is installed, the report can
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be inserted into a blank or existing spreadsheet, and exported.
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