From 573ca77bb87335430012442957df60fb6578f702 Mon Sep 17 00:00:00 2001
From: "Jess Rogers (jero)" <jero@odoo.com>
Date: Fri, 1 Mar 2024 16:14:38 -0500
Subject: [PATCH] [ADD] crm: expected revenue report doc

closes odoo/documentation#8344

X-original-commit: 4a28f69400bd4b79713eaca43ed710207d208eff
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Zachary Straub <zst@odoo.com>
---
 .../applications/sales/crm/performance.rst    |   1 +
 .../performance/expected_revenue_report.rst   | 213 ++++++++++++++++++
 .../custom-filters.png                        | Bin 0 -> 6774 bytes
 .../expected-revenue-closing.png              | Bin 0 -> 9223 bytes
 .../graph-view-icons.png                      | Bin 0 -> 3992 bytes
 .../expected_revenue_report/list-icon.png     | Bin 0 -> 774 bytes
 .../match-all-filters.png                     | Bin 0 -> 4576 bytes
 .../pivot-view-icon.png                       | Bin 0 -> 595 bytes
 .../expected_revenue_report/toggle-icon.png   | Bin 0 -> 5889 bytes
 9 files changed, 214 insertions(+)
 create mode 100644 content/applications/sales/crm/performance/expected_revenue_report.rst
 create mode 100644 content/applications/sales/crm/performance/expected_revenue_report/custom-filters.png
 create mode 100644 content/applications/sales/crm/performance/expected_revenue_report/expected-revenue-closing.png
 create mode 100644 content/applications/sales/crm/performance/expected_revenue_report/graph-view-icons.png
 create mode 100644 content/applications/sales/crm/performance/expected_revenue_report/list-icon.png
 create mode 100644 content/applications/sales/crm/performance/expected_revenue_report/match-all-filters.png
 create mode 100644 content/applications/sales/crm/performance/expected_revenue_report/pivot-view-icon.png
 create mode 100644 content/applications/sales/crm/performance/expected_revenue_report/toggle-icon.png

diff --git a/content/applications/sales/crm/performance.rst b/content/applications/sales/crm/performance.rst
index 481b5a807..815d340f5 100644
--- a/content/applications/sales/crm/performance.rst
+++ b/content/applications/sales/crm/performance.rst
@@ -8,3 +8,4 @@ Analyze performance
    :titlesonly:
 
    performance/win_loss
+   performance/expected_revenue_report
diff --git a/content/applications/sales/crm/performance/expected_revenue_report.rst b/content/applications/sales/crm/performance/expected_revenue_report.rst
new file mode 100644
index 000000000..648ecedb6
--- /dev/null
+++ b/content/applications/sales/crm/performance/expected_revenue_report.rst
@@ -0,0 +1,213 @@
+=======================
+Expected revenue report
+=======================
+
+*Expected revenue* is the total cash value of leads that are expected to close by a certain date,
+usually the end of the current month.
+
+An *expected revenue report* compiles all active leads in a sales pipeline that have a set expected
+closing date, and compares how sales teams are performing in a given time frame.
+
+.. image:: expected_revenue_report/expected-revenue-closing.png
+   :align: center
+   :alt: Close up of the expected closing date on a lead in the CRM app.
+
+By pulling a monthly expected revenue report, sales managers can see which team members are reaching
+their goals, and who may need additional assistance to close valuable deals.
+
+Create an expected revenue report
+=================================
+
+To create an expected revenue report, first navigate to :menuselection:`CRM app --> Reporting -->
+Pipeline`. This opens the :guilabel:`Pipeline Analysis` dashboard.
+
+.. important::
+   The *Pipeline Analysis* dashboard includes several filters in the search bar by default. Remove
+   these before adding any additional custom filters.
+
+On the top-left of the report, click :guilabel:`Measures`, then select :guilabel:`Expected Revenue`
+from the drop-down menu.
+
+At the top of the page, click the :guilabel:`🔻(triangle pointed down)` icon to the right of the
+:guilabel:`Search...` bar to open the drop-down menu that contains :guilabel:`Filters`,
+:guilabel:`Group By`, and :guilabel:`Favorites` columns. Under the :guilabel:`Filters` column, click
+:guilabel:`Add Custom Filter`, which opens an :guilabel:`Add Custom Filter` pop-up window.
+
+.. _expected_revenue_report/custom-filters:
+
+Add custom filters
+------------------
+
+In order to generate an expected revenue report, filters need to be created for the following
+conditions:
+
+ - :ref:`Expected closing date <expected_revenue_report/closing-date>`: limits results to only
+   include leads expected to close within a specific time frame.
+ - :ref:`Exclude unassigned leads <expected_revenue_report/unassigned-leads>`: excludes leads
+   without an assigned salesperson.
+ - :ref:`Specific sales teams <expected_revenue_report/sales-team>`: limits results to only include
+   leads assigned to one or more sales teams. This filter is optional and should not be included if
+   the report is intended for the entire company.
+
+.. _expected_revenue_report/closing-date:
+
+Add filter for expected closing date
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+On the :guilabel:`Add Custom Filter` pop-up window, click into the first field of the new rule.
+Type `Expected Closing` into the :guilabel:`Search...` bar, or scroll to select it from the list.
+Click in the second field and select :guilabel:`is set`. This limits the results to only include
+leads where an estimated closing date is listed.
+
+Next, click the :guilabel:`➕ (plus)` icon to the right of the rule to duplicate it.
+
+.. tip::
+   Using the :guilabel:`➕ (plus)` icon makes it easy to add multiple rules based on the same
+   filter.
+
+In the second field of the new rule, select :guilabel:`is between` from the drop-down menu. This
+creates a set time frame during which the expected closing date must occur for leads to be included
+in the results.
+
+Click in each date field, one at a time, and use the calendar popover window to add both a start and
+end date to the rule. This is usually the beginning and ending of the current month, or fiscal
+quarter.
+
+.. _expected_revenue_report/unassigned-leads:
+
+Exclude unassigned leads
+~~~~~~~~~~~~~~~~~~~~~~~~
+
+After filtering for the expected closing date, add a :guilabel:`New Rule`. Then, click into the new
+rule's first field, and type `Salesperson` in the :guilabel:`Search...` bar, or scroll through the
+list to select it. Click in the rule's second field and select :guilabel:`is set` from the drop-down
+menu. This excludes any results without an assigned salesperson.
+
+.. _expected_revenue_report/sales-team:
+
+Add a filter for sales teams
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+.. note::
+   This filter is optional. To view results for the entire company, do **not** add this filter, and
+   continue to :ref:`View results <expected_revenue_report/view-results>`.
+
+To limit the results of the report to one or more sales teams, click :guilabel:`New Rule`. Next,
+click the first field for the new rule, and type `Sales Team` in the :guilabel:`Search...` bar, or
+scroll to search through the list to locate it.
+
+In the rule's second field, select :guilabel:`is in` from the drop-down menu. Selecting this
+operator limits results to the sales teams indicated in the next field.
+
+Lastly, click into the third field, and either: make a selection from the complete list revealed in
+the popover menu, or type the first few characters of the specific sales team's title to quickly
+find and select it as a parameter.
+
+.. tip::
+   Multiple teams can be added to the `Sales Team` rule, where each parameter is treated with an
+   "or" (e.g. "any") operator in the search logic.
+
+.. image:: expected_revenue_report/custom-filters.png
+   :align: center
+   :alt: Add Custom Filters pop-up window with custom filters configured for expected revenue
+         report.
+
+.. _expected_revenue_report/view-results:
+
+View results
+============
+
+At the top of the :guilabel:`Add Custom Filter` form, there is an option to match :guilabel:`any` or
+:guilabel:`all` of the rules. In order to properly run the report, only records that match **all**
+of the following filters should be included. Before adding the filters, make sure :guilabel:`all` is
+selected in this field.
+
+.. image:: expected_revenue_report/match-all-filters.png
+   :align: center
+   :alt: Emphasis on the match all filters option on the Add Custom Filter pop-up window.
+
+At the bottom of the :guilabel:`Add Custom Filter` form, click :guilabel:`Add`.
+
+View options
+------------
+
+The expected revenue report benefits from utilizing multiple views. The default graph view can be
+used to identify which salespeople are expected to bring in the most revenue, while the list view
+and pivot view provide more detail on specific deals.
+
+.. tabs::
+
+   .. tab:: Graph view
+
+      The *graph view* is used to visualize data, and is beneficial in identifying patterns and
+      trends.
+
+      *Bar charts* are used to show the distribution of data across several categories or among
+      several salespeople.
+
+      *Line charts* are useful to show changing trends over a period of time.
+
+      *Pie charts* are useful to show the distribution, or comparison, of data among a small number
+      of categories or salespeople, specifically how they form the meaningful part of a whole
+      picture.
+
+      The default view for the expected revenue report is the bar chart, stacked. To change to a
+      different graph view, click one of the icons at the top-left of the report. While both the
+      line chart and bar chart are available in stacked view, the pie chart is not.
+
+      .. figure:: expected_revenue_report/graph-view-icons.png
+         :align: center
+         :alt: Close up view of the graph icons on the Pipeline analysis report in the CRM app.
+
+         Graph view icons in order: bar chart, line chart, pie chart, stacked.
+
+   .. tab:: List view
+
+      The *list view* provides a list of all leads that are expected to close by the designated
+      date. Clicking on a lead in list view opens the record for detailed analysis, but many
+      insights can be gleaned from the basic view.
+
+      To switch to the list view, click the :guilabel:`≣ (list)` icon at the top-right of the
+      report.
+
+      .. image:: expected_revenue_report/list-icon.png
+         :align: center
+         :alt: Close up of the list view icon in the CRM app.
+
+      To add additional metrics to the report, click the *additional options menu* indicated by the
+      :guilabel:`toggle` icon at the top-right of the list.
+
+      .. figure:: expected_revenue_report/toggle-icon.png
+         :align: center
+         :alt: Close up of the toggle icon in the CRM app.
+
+         Clicking the toggle icon in *list view* opens the *additional options menu*.
+
+      Select any additional metrics from the drop-down menu to add them to the list view. Some
+      options that may be useful are :guilabel:`Expected Closing` and :guilabel:`Probability`.
+
+   .. tab:: Pivot view
+
+      The *pivot view* arranges all leads that are expected to close by the designated date into a
+      dynamic table.
+
+      To switch to the pivot view, click the :guilabel:`Pivot` icon at the top-right of the report.
+
+      .. image:: expected_revenue_report/pivot-view-icon.png
+         :align: center
+         :alt: Close up of the pivot view icon in the CRM app.
+
+      When the pivot view is selected for this report, the X-axis lists the stages in
+      the pipeline, while the Y-axis defaults to group the results by their creation date. To switch
+      these groupings, click the flip access icon (:guilabel:`⇄`) at the top of the report.
+
+      To add additional measures to the report, click the :guilabel:`Measures` button at the
+      top-left of the report. Select any additional metrics from the drop-down menu.
+
+      To add a group to a row or column to the pivot view, click the :guilabel:`➕ (plus sign)` next
+      to :guilabel:`Total`, and then select one of the groups. To remove one, click the
+      :guilabel:`➖ (minus sign)` and de-select the appropriate option.
+
+      Click :guilabel:`Insert in Spreadsheet` to add the pivot view into an editable spreadsheet
+      format within the *Dashboards* app. If the Odoo *Documents* app is installed, the report can
+      be inserted into a blank or existing spreadsheet, and exported.
diff --git a/content/applications/sales/crm/performance/expected_revenue_report/custom-filters.png b/content/applications/sales/crm/performance/expected_revenue_report/custom-filters.png
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