diff --git a/content/applications/finance/spreadsheet.rst b/content/applications/finance/spreadsheet.rst index 178231522..9964d4c95 100644 --- a/content/applications/finance/spreadsheet.rst +++ b/content/applications/finance/spreadsheet.rst @@ -9,15 +9,16 @@ Spreadsheet :titlesonly: spreadsheet/insert + spreadsheet/templates Spreadsheet lets you organize, analyze, and visualize your data in tabular form. Among others, you can: - :doc:`Insert and link your Odoo data (pivots, graphs, lists, and menus) `. -- Use default templates or create your own. -- Format your data. +- :doc:`Use default templates or create new ones `. +- Format data. - Use formulas and functions. -- Sort and filter your data. +- Sort and filter data. .. _spreadsheet/glossary: diff --git a/content/applications/finance/spreadsheet/insert.rst b/content/applications/finance/spreadsheet/insert.rst index 882196db3..3e7a3138b 100644 --- a/content/applications/finance/spreadsheet/insert.rst +++ b/content/applications/finance/spreadsheet/insert.rst @@ -1,6 +1,6 @@ -================= -Linking Odoo data -================= +============== +Link Odoo data +============== You can insert and link several elements from your database in your spreadsheets, namely: diff --git a/content/applications/finance/spreadsheet/templates.rst b/content/applications/finance/spreadsheet/templates.rst new file mode 100644 index 000000000..236fdd0ee --- /dev/null +++ b/content/applications/finance/spreadsheet/templates.rst @@ -0,0 +1,138 @@ +========= +Templates +========= + +Spreadsheet templates allow you to quickly create spreadsheets without starting from scratch. + +Several pre-built templates are available when creating a new spreadsheet from the **Documents** +app, such as: + +- :ref:`budget reports `, +- :ref:`pipeline revenue reports `, or +- :ref:`sales commission report `. + +.. image:: templates/report-templates.png + :alt: View of all the default templates + +You can also :ref:`save any spreadsheet as a template ` and :ref:`manage and edit +existing templates `. + +Default templates +================= + +.. _templates/budget-reports: + +Accounting: budget reports +-------------------------- + +Budget reports compare a company's actual spending with its budget over a defined period. Two +templates are available: one uses quarterly intervals (:guilabel:`Budget Report (Quarterly)`), while +the other uses monthly intervals (:guilabel:`Budget Report (Monthly)`). + +.. image:: templates/budget-report.png + :alt: Extract of a budget report + +The cells under the :guilabel:`Actuals` column are automatically filled in with the amount of money +made and spent over the corresponding period (month or quarter). The data is taken from posted +journal items under :ref:`income and expense accounts `. + +.. warning:: + Journal items under the :guilabel:`Other Income` account type are not considered when collecting + data. + +To analyze your budget's performance, fill the cells under the :guilabel:`Budget` column with how +much money you expect to make (:guilabel:`Income` rows) and spend (:guilabel:`Expenses` rows) over +the related period and per account. Then, the performance (:guilabel:`Perf.`) column compares +:guilabel:`Actuals` data to their corresponding budget, expressed as a percentage. + +Lastly, the :guilabel:`Net Profit` row represents the total :guilabel:`Income` minus the total +:guilabel:`Expenses` for the :guilabel:`Actuals` and :guilabel:`Budget` columns. + +.. _templates/pipeline-reports: + +CRM: pipeline revenue reports +----------------------------- + +Two pipeline revenue reports are available. The :guilabel:`Pipeline Revenue Report (Monthly)` is +dedicated to one-time revenue (:abbr:`NRR (non-recurring revenue)`), while the :guilabel:`MRR/NRR +Pipeline Revenue Report (Monthly)` covers recurring and non-recurring revenue (:abbr:`MRR (monthly +recurring revenue)`). + +.. tip:: + Enable :guilabel:`Recurring Revenues` by going to :menuselection:`CRM --> Configuration --> + Settings`. + +.. image:: templates/pipeline-revenue.png + :alt: Extract of a pipeline revenue report + +The cells under the :guilabel:`Actuals` column are automatically filled in with the amount of +monthly revenue from **won** opportunities. + +To compute the revenue performance, fill in the monthly revenue targets. + +- For the :guilabel:`Revenue by Team` sheet, fill in the cells under the :guilabel:`Target` columns + for each sales team. +- For the :guilabel:`Revenue by Salesperson` sheet, open the :guilabel:`Targets` sheet and fill in + the cells next to each salesperson. Use the :guilabel:`Monthly Factor` table below to adapt the + main targets depending on the month of the year. + +Then, the performance (:guilabel:`Perf.`) column compares :guilabel:`Actuals` data to their related +budget, expressed as a percentage. + +Lastly, the :guilabel:`Forecasted` column gathers the monthly revenue of leads multiplied by their +:guilabel:`Probability` percentage. + +.. note:: + For actuals and forecasts: + + - The :guilabel:`Expected Closing` date found on leads is used to assign them to a month. + - The recurring monthly revenue is used even if the recurring plan's number of months is set to + a different value than 1 month. For example, a yearly plan's revenue is divided by 12 months. + +.. _templates/sales-commission: + +Sales: sales commission +----------------------- + +This report presents the monthly commission earned or due to each salesperson. + +.. image:: templates/sales-commission.png + :alt: Extract of a sales commission report + +The :guilabel:`Rate` column is pre-filled with the percentage rate from the :guilabel:`Rates` tab, +which can be customized for each product category according to the company's policy. Adjusting the +rate for a specific product category automatically updates the commission amount for that category. + +The :guilabel:`Invoiced` column shows the total amount of untaxed invoices grouped by salesperson +and month. + +Lastly, the :guilabel:`Comm.` column is computed by multiplying the invoiced amount with the rate +percentage. + +.. _templates/save: + +Save a spreadsheet as a template +================================ + +Any spreadsheet can be saved as a template. From the menu bar, click :menuselection:`File --> Save +as template`. Modify the default :guilabel:`Template Name` if necessary and click +:guilabel:`Confirm`. + +.. note:: + Templates are available to all users on the database. + +.. _templates/manage: + +Manage and edit templates +========================= + +Manage templates by going to :menuselection:`Documents --> Configuration --> Spreadsheet Templates`. +Remove the :guilabel:`My Templates` :ref:`filter ` to view all +templates in the database. + +To edit an existing template, click `✎ Edit` next to the desired template. Modifications are +automatically saved. + +.. tip:: + Use the download button under the :guilabel:`Data` column to export a template in JSON format. + The file can be imported into another database. diff --git a/content/applications/finance/spreadsheet/templates/budget-report.png b/content/applications/finance/spreadsheet/templates/budget-report.png new file mode 100644 index 000000000..295bd9f3f Binary files /dev/null and b/content/applications/finance/spreadsheet/templates/budget-report.png differ diff --git a/content/applications/finance/spreadsheet/templates/pipeline-revenue.png b/content/applications/finance/spreadsheet/templates/pipeline-revenue.png new file mode 100644 index 000000000..7b9d822ec Binary files /dev/null and b/content/applications/finance/spreadsheet/templates/pipeline-revenue.png differ diff --git a/content/applications/finance/spreadsheet/templates/report-templates.png b/content/applications/finance/spreadsheet/templates/report-templates.png new file mode 100644 index 000000000..d927f00d8 Binary files /dev/null and b/content/applications/finance/spreadsheet/templates/report-templates.png differ diff --git a/content/applications/finance/spreadsheet/templates/sales-commission.png b/content/applications/finance/spreadsheet/templates/sales-commission.png new file mode 100644 index 000000000..fcf0d3429 Binary files /dev/null and b/content/applications/finance/spreadsheet/templates/sales-commission.png differ diff --git a/content/applications/general/search.rst b/content/applications/general/search.rst index cebddbca7..a846dc0a5 100644 --- a/content/applications/general/search.rst +++ b/content/applications/general/search.rst @@ -92,7 +92,7 @@ one of the **preconfigured groups**. :align: center :alt: Grouping records on the Sales Analysis report -You can also **custom groups** by using a wide selection of fields present on the model. To do so, +You can **customize groups** by using a wide selection of fields present on the model. To do so, click :menuselection:`Group By --> Add Custom Group`, select a field, and click :guilabel:`Apply`. .. note::