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[IMP] spreadsheet: remove default templates

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task-4278043

closes odoo/documentation#11832

Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
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mcsi-odoo 2025-01-23 14:25:20 +01:00
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7
content/applications/productivity/documents.rst
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@ -202,11 +202,14 @@ Link
To add a link to your documents dashboard, click :icon:`fa-link` :guilabel:`Link`, enter the
:guilabel:`URL`, and :guilabel:`Name` it.
.. _documents/documents/spreadsheet:
Spreadsheet
~~~~~~~~~~~
To create a new :doc:`spreadsheet <spreadsheet>`, click :guilabel:`Spreadsheet`. You can select
a :guilabel:`Blank spreadsheet` or an :doc:`existing template <spreadsheet/templates>`.
To create a new :doc:`spreadsheet <spreadsheet>`, select the workspace where the file should be
stored, click the :guilabel:`New` button, then :guilabel:`Spreadsheet`. You can create a
:guilabel:`Blank spreadsheet` or select an :doc:`existing template <spreadsheet/templates>` to use.
Share
-----

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content/applications/productivity/spreadsheet.rst
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@ -19,7 +19,7 @@ can:
- :doc:`Insert and link your Odoo data (pivots, graphs, lists, and menus) <spreadsheet/insert>`.
- :doc:`Use global filters <spreadsheet/global_filters>`.
- :doc:`Use formulas and functions <spreadsheet/functions>`.
- :doc:`Use default templates or create new ones <spreadsheet/templates>`.
- :doc:`Create and use templates <spreadsheet/templates>`.
- Format data.
- Sort and filter data.

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content/applications/productivity/spreadsheet/templates.rst
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@ -2,126 +2,47 @@
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 <templates/budget-reports>`,
- :ref:`pipeline revenue reports <templates/pipeline-reports>`, or
- :ref:`sales commission report <templates/sales-commission>`.
.. image:: templates/report-templates.png
:alt: View of all the default templates
You can also :ref:`save any spreadsheet as a template <templates/save>` and :ref:`manage and edit
existing templates <templates/manage>`.
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 <chart-of-account/type>`.
.. 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`.
Spreadsheet templates allow you to quickly create spreadsheets without starting from scratch. For
example, you could create a template for a monthly budget report or a quarterly sales commission
report.
.. note::
Templates are available to all users on the database.
.. _templates/manage:
.. _spreadsheet/templates/create:
Create a template
=================
Any spreadsheet can be saved as a template. Open the relevant spreadsheet or :ref:`create a new one
<documents/documents/spreadsheet>`. From the menu bar, click :menuselection:`File -->
Save as template`. Modify the default :guilabel:`Template Name` if needed and click
:guilabel:`Confirm`.
.. important::
Once a spreadsheet is saved as a template, any further changes to the open spreadsheet are
saved only in that spreadsheet. To make changes to the template, you need to :ref:`edit
the template <spreadsheet/templates/manage>`.
You can also create a template by :ref:`making a copy of an existing template and editing it
<spreadsheet/templates/manage>`.
.. _spreadsheet/templates/use:
Use templates
=============
To create a new spreadsheet using a template, open the Documents app and click
:menuselection:`New --> Spreadsheet`. Select the relevant template and click :guilabel:`Create`.
Alternatively, go to :menuselection:`Documents --> Configuration --> Spreadsheet Templates` then,
on the line of the relevant template, click :icon:`fa-plus` :guilabel:`New spreadsheet`.
.. note::
By default, the new spreadsheet inherits the name of the template, which is shown at the top of
the screen. To rename the spreadsheet, click the name and edit it.
.. _spreadsheet/templates/manage:
Manage and edit templates
=========================
@ -130,9 +51,19 @@ Manage templates by going to :menuselection:`Documents --> Configuration --> Spr
Remove the :guilabel:`My Templates` :ref:`filter <search/preconfigured-filters>` to view all
templates in the database.
To edit an existing template, click `✎ Edit` next to the desired template. Modifications are
automatically saved.
Various actions are possible:
- Copy an existing template by clicking :icon:`fa-clone` :guilabel:`Make a copy` at the right of
the screen. The new template appears at the bottom of the list. Click the :guilabel:`Name` to
edit it.
- Edit an existing template (including one you just copied) by clicking :icon:`fa-pencil`
:guilabel:`Edit`, then making the required changes. Modifications are
automatically saved.
- Delete a template by ticking the checkbox next to it, clicking :icon:`fa-cog`
:guilabel:`Actions`, then :guilabel:`Delete`.
.. 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.
Use the download button under the :guilabel:`Spreadsheet file` column to export a template in
JSON format. The file can be imported into another database.