[ADD] Spreadsheet: templates

task-3235170

closes odoo/documentation#4861

X-original-commit: 1853f226e7
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Co-authored-by: Xavier <xpl@odoo.com>
Co-authored-by: Loredana <lrpz@odoo.com>

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) <spreadsheet/insert>`.
-- Use default templates or create your own.
-- Format your data.
+- :doc:`Use default templates or create new ones <spreadsheet/templates>`.
+- Format data.
 - Use formulas and functions.
-- Sort and filter your data.
+- Sort and filter data.
 
 .. _spreadsheet/glossary:
 

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:
 

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 <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`.
+
+.. 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 <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.
+
+.. 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.

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::